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 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

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

MidAtlantic Capital Management's IWM Position: Q1 2026 in Review

MidAtlantic Capital Management increased its iShares Russell 2000 ETF (IWM) stake by 0.85% in Q1 2026, buying an estimated $8.51K and bringing the position to 3,933 shares worth $975K. The position accounts for 0.67% of the portfolio, ranked #38.

MidAtlantic Capital Management first reported a position in IWM in Q4 2023 and has held it in 10 quarters since. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

MidAtlantic Capital Management held 3,933 shares of iShares Russell 2000 ETF worth $975K as of Q1 2026.
MidAtlantic Capital Management bought 33 iShares Russell 2000 ETF shares in Q1 2026, an estimated $8.51K.
iShares Russell 2000 ETF made up 0.67% of MidAtlantic Capital Management's portfolio in Q1 2026, its #38 holding.
MidAtlantic Capital Management first reported a position in iShares Russell 2000 ETF in Q4 2023 and has held it in 10 quarters since.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on MidAtlantic Capital Management's 13F filing for Q1 2026, filed 8 May 2026.