Midland Wealth Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Midland Wealth Advisors’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	$636K	Sell	2,118 -11	-0.5%	-$3.09K	0.03%	95
2026 Q1	$528K	Sell	2,129 -84	-4%	-$21.7K	0.03%	107
2025 Q4	$545K	Sell	2,213 -81	-4%	-$19.9K	0.03%	103
2025 Q3	$555K	Sell	2,294 -610	-21%	-$140K	0.03%	109
2025 Q2	$627K	Sell	2,904 -2,188	-43%	-$440K	0.03%	103
2025 Q1	$1.02M	Sell	5,092 -628	-11%	-$136K	0.06%	79
2024 Q4	$1.26M	Sell	5,720 -1,975	-26%	-$450K	0.08%	71
2024 Q3	$1.7M	Sell	7,695 -4,614	-37%	-$987K	0.1%	56
2024 Q2	$2.5M	Sell	12,309 -691	-5%	-$140K	0.15%	40
2024 Q1	$2.73M	Sell	13,000 -5,145	-28%	-$1.03M	0.17%	34
2023 Q4	$3.64M	Buy	+18,145	New	+$3.25M	0.25%	25

Other funds holding IWM

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

AIA

Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

Midland Wealth Advisors's IWM Position: Q2 2026 in Review

Midland Wealth Advisors reduced its iShares Russell 2000 ETF (IWM) stake by 0.52% in Q2 2026, selling an estimated $3.09K and leaving 2,118 shares worth $636K. The position accounts for 0.03% of the portfolio, ranked #95.

Midland Wealth Advisors first reported a position in IWM in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.64M in Q4 2023. 1,104 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Midland Wealth Advisors held 2,118 shares of iShares Russell 2000 ETF worth $636K as of Q2 2026.
Midland Wealth Advisors sold 11 iShares Russell 2000 ETF shares in Q2 2026, an estimated $3.09K.
iShares Russell 2000 ETF made up 0.03% of Midland Wealth Advisors's portfolio in Q2 2026, its #95 holding.
Midland Wealth Advisors first reported a position in iShares Russell 2000 ETF in Q4 2023 and has held it in 11 quarters since.
Midland Wealth Advisors's iShares Russell 2000 ETF position peaked at $3.64M in Q4 2023.
1,104 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Midland Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.