MidAtlantic Capital Management’s iShares Russell 2000 ETF IWM Stock Holding History

MidAtlantic Capital Management’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 Q3	$1.18M	Buy	4,264 +331	+8%	+$97.2K	0.71%	38
2026 Q2	$1.18M	Hold	3,933	–	–	0.73%	38
2026 Q1	$975K	Buy	3,933 +33	+0.8%	+$8.51K	0.67%	38
2025 Q4	$960K	Hold	3,900	–	–	0.61%	39
2025 Q3	$944K	Hold	3,900	–	–	0.64%	42
2025 Q2	$842K	Hold	3,900	–	–	0.6%	44
2025 Q1	$778K	Buy	3,900 +100	+3%	+$21.7K	0.61%	44
2024 Q4	$840K	Hold	3,800	–	–	0.62%	42
2024 Q3	$839K	Buy	3,800 +19	+0.5%	+$4.07K	0.61%	44
2024 Q2	$767K	Hold	3,781	–	–	0.64%	41
2024 Q1	$795K	Hold	3,781	–	–	0.7%	39
2023 Q4	$759K	Buy	+3,781	New	+$677K	0.74%	37

Other funds holding IWM

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

MidAtlantic Capital Management's IWM Position: Q3 2026 in Review

MidAtlantic Capital Management increased its iShares Russell 2000 ETF (IWM) stake by 8.4% in Q3 2026, buying an estimated $97.2K and bringing the position to 4,264 shares worth $1.18M. The position accounts for 0.71% of the portfolio, ranked #38.

MidAtlantic Capital Management first reported a position in IWM in Q4 2023 and has held it in 12 quarters since. 1,912 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

MidAtlantic Capital Management held 4,264 shares of iShares Russell 2000 ETF worth $1.18M as of Q3 2026.
MidAtlantic Capital Management bought 331 iShares Russell 2000 ETF shares in Q3 2026, an estimated $97.2K.
iShares Russell 2000 ETF made up 0.71% of MidAtlantic Capital Management's portfolio in Q3 2026, its #38 holding.
MidAtlantic Capital Management first reported a position in iShares Russell 2000 ETF in Q4 2023 and has held it in 12 quarters since.
1,912 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on MidAtlantic Capital Management's 13F filing for Q3 2026, filed 5 Nov 2026.