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MGO One Seven’s iShares Russell 2000 ETF IWM Stock Holding History

MGO One Seven’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 		$1.45M Buy
4,832
+49
+1% +$13.8K 0.02% 608
2026
Q1 		$1.19M Sell
4,783
-1,214
-20% -$313K 0.02% 606
2025
Q4 		$1.48M Buy
5,997
+875
+17% +$215K 0.03% 532
2025
Q3 		$1.24M Buy
5,122
+2,238
+78% +$514K 0.03% 527
2025
Q2 		$622K Sell
2,884
-1,188
-29% -$239K 0.02% 651
2025
Q1 		$812K Sell
4,072
-2,673
-40% -$580K 0.03% 490
2024
Q4 		$1.49M Buy
6,745
+106
+2% +$24.2K 0.06% 333
2024
Q3 		$1.47M Buy
6,639
+1,117
+20% +$239K 0.06% 310
2024
Q2 		$1.12M Buy
5,522
+477
+9% +$96.4K 0.05% 350
2024
Q1 		$1.06M Sell
5,045
-2,434
-33% -$486K 0.06% 334
2023
Q4 		$1.5M Sell
7,479
-1,257
-14% -$225K 0.09% 249
2023
Q3 		$1.54M Buy
8,736
+2,612
+43% +$490K 0.12% 196
2023
Q2 		$1.15M Buy
6,124
+3,651
+148% +$651K 0.11% 221
2023
Q1 		$441K Sell
2,473
-1,028
-29% -$189K 0.03% 518
2022
Q4 		$610K Buy
3,501
+975
+39% +$173K 0.06% 334
2022
Q3 		$922 Buy
2,526
+1,293
+105% +$236K 0.04% 262
2022
Q2 		$209K Sell
1,233
-310
-20% -$57.1K 0.03% 566
2022
Q1 		$317K Buy
1,543
+65
+4% +$13.3K 0.03% 489
2021
Q4 		$329K Sell
1,478
-5,851
-80% -$1.32M 0.03% 470
2021
Q3 		$1.67M Buy
7,329
+6,022
+461% +$1.34M 0.21% 123
2021
Q2 		$300K Sell
1,307
-617
-32% -$139K 0.04% 448
2021
Q1 		$425K Buy
1,924
+218
+13% +$47.6K 0.07% 331
2020
Q4 		$335K Sell
1,706
-1,509
-47% -$264K 0.07% 341
2020
Q3 		$482K Buy
3,215
+65
+2% +$9.78K 0.11% 241
2020
Q2 		$451K Buy
+3,150
New +$413K 0.12% 242
2020
Q1 		– Sell
-1,417
Closed -$234K – 428
2019
Q4 		$234K Sell
1,417
-11
-0.8% -$1.74K 0.06% 377
2019
Q3 		$216K Buy
+1,428
New +$218K 0.06% 386
2019
Q1 		– Sell
-91
Closed -$12K – 1023
2018
Q4 		$12K Buy
+91
New +$13.6K 0.01% 1078
2018
Q1 		$15K Hold
96
– – 0.01% 960
2017
Q4 		$15K Buy
+96
New +$14.4K 0.01% 952

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Treasurer of the State of North Carolina
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
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

MGO One Seven's IWM Position: Q2 2026 in Review

MGO One Seven increased its iShares Russell 2000 ETF (IWM) stake by 1% in Q2 2026, buying an estimated $13.8K and bringing the position to 4,832 shares worth $1.45M. The position accounts for 0.02% of the portfolio, ranked #608.

MGO One Seven first reported a position in IWM in Q4 2017 and has held it in 30 quarters since. The position peaked at $1.67M in Q3 2021. 2,724 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • MGO One Seven held 4,832 shares of iShares Russell 2000 ETF worth $1.45M as of Q2 2026.
  • MGO One Seven bought 49 iShares Russell 2000 ETF shares in Q2 2026, an estimated $13.8K.
  • iShares Russell 2000 ETF made up 0.02% of MGO One Seven's portfolio in Q2 2026, its #608 holding.
  • MGO One Seven first reported a position in iShares Russell 2000 ETF in Q4 2017 and has held it in 30 quarters since.
  • MGO One Seven's iShares Russell 2000 ETF position peaked at $1.67M in Q3 2021.
  • 2,724 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on MGO One Seven's 13F filing for Q2 2026, filed 31 Jul 2026.