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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

MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
CIG
Consolidated Investment Group Englewood, Colorado $1.15B AUM 55.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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. 742 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.
  • 742 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.