Menora Mivtachim Holdings’s iShares Russell 2000 ETF IWM Stock Holding History

Menora Mivtachim Holdings’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	$4.55M	Buy	18,346 +2,000	+12%	+$516K	0.02%	116
2025 Q4	$4.02M	Hold	16,346	–	–	0.02%	102
2025 Q3	$3.96M	Buy	16,346 +4,900	+43%	+$1.12M	0.02%	104
2025 Q2	$2.47M	Buy	11,446 +1,500	+15%	+$302K	0.01%	102
2025 Q1	$1.98M	Sell	9,946 -200	-2%	-$43.4K	0.01%	103
2024 Q4	$2.24M	Sell	10,146 -1,500	-13%	-$342K	0.01%	78
2024 Q3	$2.57M	Sell	11,646 -600	-5%	-$128K	0.02%	73
2024 Q2	$2.48M	Buy	12,246 +5,900	+93%	+$1.19M	0.02%	77
2024 Q1	$1.33M	Buy	6,346 +4,000	+171%	+$798K	0.01%	73
2023 Q4	$471K	Buy	+2,346	New	+$420K	﹤0.01%	83
2023 Q3	–	Sell	-3,246	Closed	-$608K	–	100
2023 Q2	$608K	Buy	+3,246	New	+$579K	0.01%	81

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Menora Mivtachim Holdings's IWM Position: Q1 2026 in Review

Menora Mivtachim Holdings increased its iShares Russell 2000 ETF (IWM) stake by 12% in Q1 2026, buying an estimated $516K and bringing the position to 18,346 shares worth $4.55M. The position accounts for 0.02% of the portfolio, ranked #116.

Menora Mivtachim Holdings first reported a position in IWM in Q2 2023 and has held it in 11 quarters since. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Menora Mivtachim Holdings held 18,346 shares of iShares Russell 2000 ETF worth $4.55M as of Q1 2026.
Menora Mivtachim Holdings bought 2,000 iShares Russell 2000 ETF shares in Q1 2026, an estimated $516K.
iShares Russell 2000 ETF made up 0.02% of Menora Mivtachim Holdings's portfolio in Q1 2026, its #116 holding.
Menora Mivtachim Holdings first reported a position in iShares Russell 2000 ETF in Q2 2023 and has held it in 11 quarters since.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Menora Mivtachim Holdings's 13F filing for Q1 2026, filed 14 May 2026.