MeadowBrook Investment Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

MeadowBrook Investment Advisors’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 Q2	$70.3K	Hold	234	–	–	0.06%	167
2026 Q1	$58K	Hold	234	–	–	0.05%	175
2025 Q4	$57.6K	Hold	234	–	–	0.05%	184
2025 Q3	$56.6K	Hold	234	–	–	0.05%	180
2025 Q2	$50.5K	Hold	234	–	–	0.05%	185
2025 Q1	$46.7K	Hold	234	–	–	0.04%	181
2024 Q4	$51.7K	Hold	234	–	–	0.05%	177
2024 Q3	$51.7K	Hold	234	–	–	0.05%	171
2024 Q2	$47.5K	Buy	234 +199	+569%	+$40.2K	0.04%	172
2024 Q1	$9.48K	Sell	35 -199	-85%	-$39.7K	0.01%	243
2023 Q4	$47K	Buy	+234	New	+$41.9K	0.04%	171

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

MeadowBrook Investment Advisors's IWM Position: Q2 2026 in Review

MeadowBrook Investment Advisors held its iShares Russell 2000 ETF (IWM) position steady in Q2 2026 at 234 shares worth $70.3K. The position accounts for 0.06% of the portfolio, ranked #167.

MeadowBrook Investment Advisors first reported a position in IWM in Q4 2023 and has held it in 11 quarters since. 2,740 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

MeadowBrook Investment Advisors held 234 shares of iShares Russell 2000 ETF worth $70.3K as of Q2 2026.
MeadowBrook Investment Advisors left its iShares Russell 2000 ETF share count unchanged in Q2 2026.
iShares Russell 2000 ETF made up 0.06% of MeadowBrook Investment Advisors's portfolio in Q2 2026, its #167 holding.
MeadowBrook Investment Advisors first reported a position in iShares Russell 2000 ETF in Q4 2023 and has held it in 11 quarters since.
2,740 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on MeadowBrook Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.