Meitav Investment House’s iShares Russell 2000 ETF IWM Stock Holding History

Meitav Investment House’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	$12.5M	Buy	+41,446	New	+$11.6M	0.08%	104
2024 Q1	–	Sell	-249,744	Closed	-$50.2M	–	290
2023 Q4	$50.2M	Buy	249,744 +228,171	+1,058%	+$40.9M	0.74%	41
2023 Q3	$3.85M	Sell	21,573 -6,994	-24%	-$1.31M	0.06%	131
2023 Q2	$5.33M	Buy	28,567 +8,870	+45%	+$1.58M	0.09%	127
2023 Q1	$3.47M	Sell	19,697 -1,171	-6%	-$216K	0.06%	155
2022 Q4	$3.65M	Buy	20,868 +3,427	+20%	+$609K	0.06%	157
2022 Q3	$2.9M	Sell	17,441 -6,444	-27%	-$1.18M	0.05%	172
2022 Q2	$4.04M	Sell	23,885 -42,890	-64%	-$7.91M	0.07%	153
2022 Q1	$13.7M	Sell	66,775 -5,613	-8%	-$1.14M	0.2%	97
2021 Q4	$16.1M	Buy	72,388 +11,910	+20%	+$2.69M	0.26%	82
2021 Q3	$13.3M	Buy	60,478 +7,476	+14%	+$1.66M	0.22%	106
2021 Q2	$12.2M	Buy	53,002 +17,363	+49%	+$3.9M	0.31%	79
2021 Q1	$7.88M	Buy	35,639 +31,030	+673%	+$6.77M	0.22%	96
2020 Q4	$904K	Sell	4,609 -394	-8%	-$68.9K	0.04%	183
2020 Q3	$750K	Sell	5,003 -5,070	-50%	-$763K	0.04%	192
2020 Q2	$1.44M	Buy	10,073 +6,447	+178%	+$846K	0.09%	120
2020 Q1	$415K	Buy	3,626 +1,506	+71%	+$225K	0.03%	250
2019 Q4	$352K	Sell	2,120 -25,284	-92%	-$4M	0.03%	293
2019 Q3	$4.18M	Sell	27,404 -8,155	-23%	-$1.25M	0.3%	44
2019 Q2	$5.53M	Buy	35,559 +7,821	+28%	+$1.21M	0.37%	50
2019 Q1	$4.25M	Buy	+27,738	New	+$4.17M	0.24%	62
2018 Q4	–	Sell	-1,885	Closed	-$317K	–	400
2018 Q3	$317K	Sell	1,885 -48	-2%	-$8.1K	0.02%	388
2018 Q2	$633K	Sell	1,933 -1,616	-46%	-$259K	0.03%	297
2018 Q1	$539K	Buy	3,549 +2,099	+145%	+$324K	0.03%	251
2017 Q4	$221K	Buy	+1,450	New	+$218K	0.01%	188

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

Meitav Investment House's IWM Position: Q2 2026 in Review

Meitav Investment House opened a new position in iShares Russell 2000 ETF (IWM) in Q2 2026: 41,446 shares worth $12.5M. The stake represents 0.08% of the portfolio and ranks #104 among its holdings. This is a return to the name: Meitav Investment House previously reported a position in IWM as recently as Q4 2023.

Meitav Investment House first reported a position in IWM in Q4 2017 and has held it in 25 quarters since. The position peaked at $50.2M in Q4 2023. 2,740 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Meitav Investment House held 41,446 shares of iShares Russell 2000 ETF worth $12.5M as of Q2 2026.
iShares Russell 2000 ETF was a new Meitav Investment House position in Q2 2026.
iShares Russell 2000 ETF made up 0.08% of Meitav Investment House's portfolio in Q2 2026, its #104 holding.
Meitav Investment House first reported a position in iShares Russell 2000 ETF in Q4 2017 and has held it in 25 quarters since.
Meitav Investment House's iShares Russell 2000 ETF position peaked at $50.2M in Q4 2023.
2,740 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

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