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McLean Asset Management’s iShares Russell 2000 ETF IWM Stock Holding History

McLean Asset Management’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$11.6M Sell
46,633
-265
-0.6% -$68.4K 2.02% 14
2025
Q4 		$12.3M Sell
46,898
-997
-2% -$245K 2.21% 13
2025
Q3 		$11.8M Sell
47,895
-1,277
-3% -$293K 2.44% 13
2025
Q2 		$10.9M Buy
49,172
+409
+0.8% +$82.3K 2.85% 11
2025
Q1 		$8.52M Sell
48,763
-1,714
-3% -$372K 2.82% 11
2024
Q4 		$11.2M Sell
50,477
-180
-0.4% -$41K 3.35% 9
2024
Q3 		$11.1M Sell
50,657
-226
-0.4% -$48.4K 3.35% 8
2024
Q2 		$10.3M Buy
50,883
+95
+0.2% +$19.2K 3.35% 8
2024
Q1 		$10.5M Sell
50,788
-348
-0.7% -$69.4K 3.59% 7
2023
Q4 		$9.88M Buy
51,136
+1,018
+2% +$182K 3.71% 7
2023
Q3 		$8.82M Buy
50,118
+361
+0.7% +$67.8K 3.62% 7
2023
Q2 		$9.32M Buy
49,757
+136
+0.3% +$24.2K 3.65% 7
2023
Q1 		$8.85M Sell
49,621
-8,679
-15% -$1.6M 3.64% 7
2022
Q4 		$10.2M Sell
58,300
-1,561
-3% -$278K 3.46% 7
2022
Q3 		$10.1M Sell
59,861
-10
-0% -$1.82K 3.89% 7
2022
Q2 		$10.3M Sell
59,871
-536
-0.9% -$98.8K 4.1% 7
2022
Q1 		$12.4M Buy
60,407
+1,153
+2% +$235K 9.18% 1
2021
Q4 		$12.8M Sell
59,254
-1,033
-2% -$233K 4.95% 6
2021
Q3 		$13.7M Buy
60,287
+796
+1% +$176K 5.27% 6
2021
Q2 		$12.8M Sell
59,491
-1,328
-2% -$299K 5.7% 4
2021
Q1 		$13.9M Sell
60,819
-788
-1% -$172K 10.97% 1
2020
Q4 		$12.1M Buy
+61,607
New +$10.8M 10.63% 1

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

McLean Asset Management's IWM Position: Q1 2026 in Review

McLean Asset Management reduced its iShares Russell 2000 ETF (IWM) stake by 0.57% in Q1 2026, selling an estimated $68.4K and leaving 46,633 shares worth $11.6M. The position accounts for 2.02% of the portfolio, ranked #14.

McLean Asset Management first reported a position in IWM in Q4 2020 and has held it in 22 quarters since. The position peaked at $13.9M in Q1 2021. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • McLean Asset Management held 46,633 shares of iShares Russell 2000 ETF worth $11.6M as of Q1 2026.
  • McLean Asset Management sold 265 iShares Russell 2000 ETF shares in Q1 2026, an estimated $68.4K.
  • iShares Russell 2000 ETF made up 2.02% of McLean Asset Management's portfolio in Q1 2026, its #14 holding.
  • McLean Asset Management first reported a position in iShares Russell 2000 ETF in Q4 2020 and has held it in 22 quarters since.
  • McLean Asset Management's iShares Russell 2000 ETF position peaked at $13.9M in Q1 2021.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on McLean Asset Management's 13F filing for Q1 2026, filed 22 Apr 2026.