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Mechanics Financial Corp’s iShares Russell 2000 ETF IWM Stock Holding History

Mechanics Financial Corp’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 		$2.26M Sell
9,102
-221
-2% -$57K 0.95% 24
2025
Q4 		$2.29M Sell
9,323
-39
-0.4% -$9.59K 0.85% 23
2025
Q3 		$2.27M Sell
9,362
-85
-0.9% -$19.5K 0.86% 23
2025
Q2 		$2.04M Sell
9,447
-194
-2% -$39K 0.87% 22
2025
Q1 		$1.92M Sell
9,641
-140
-1% -$30.4K 0.87% 23
2024
Q4 		$2.16M Sell
9,781
-222
-2% -$50.6K 0.97% 22
2024
Q3 		$2.21M Sell
10,003
-573
-5% -$123K 0.97% 22
2024
Q2 		$2.15M Sell
10,576
-259
-2% -$52.3K 1.1% 20
2024
Q1 		$2.28M Sell
10,835
-570
-5% -$114K 1.19% 19
2023
Q4 		$2.29M Sell
11,405
-1,556
-12% -$279K 1.29% 17
2023
Q3 		$2.29M Sell
12,961
-55
-0.4% -$10.3K 1.26% 14
2023
Q2 		$2.44M Sell
13,016
-179
-1% -$31.9K 1.32% 14
2023
Q1 		$2.35M Sell
13,195
-33
-0.2% -$6.08K 1.37% 13
2022
Q4 		$2.31M Buy
13,228
+1
+0% +$178 1.37% 14
2022
Q3 		$2.18M Sell
13,227
-53
-0.4% -$9.67K 1.42% 13
2022
Q2 		$2.25M Buy
13,280
+214
+2% +$39.4K 1.35% 15
2022
Q1 		$2.68M Buy
13,066
+21
+0.2% +$4.28K 1.38% 11
2021
Q4 		$2.9M Buy
+13,045
New +$2.95M 1.37% 11

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

Mechanics Financial Corp's IWM Position: Q1 2026 in Review

Mechanics Financial Corp reduced its iShares Russell 2000 ETF (IWM) stake by 2.4% in Q1 2026, selling an estimated $57K and leaving 9,102 shares worth $2.26M. The position accounts for 0.95% of the portfolio, ranked #24.

Mechanics Financial Corp first reported a position in IWM in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.9M in Q4 2021. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Mechanics Financial Corp held 9,102 shares of iShares Russell 2000 ETF worth $2.26M as of Q1 2026.
  • Mechanics Financial Corp sold 221 iShares Russell 2000 ETF shares in Q1 2026, an estimated $57K.
  • iShares Russell 2000 ETF made up 0.95% of Mechanics Financial Corp's portfolio in Q1 2026, its #24 holding.
  • Mechanics Financial Corp first reported a position in iShares Russell 2000 ETF in Q4 2021 and has held it in 18 quarters since.
  • Mechanics Financial Corp's iShares Russell 2000 ETF position peaked at $2.9M in Q4 2021.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Mechanics Financial Corp's 13F filing for Q1 2026, filed 6 May 2026.