MFG
IWM icon

Midwest Financial Group’s iShares Russell 2000 ETF IWM Stock Holding History

Midwest Financial Group’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 		$396K Sell
1,596
-52
-3% -$13.4K 0.17% 91
2025
Q4 		$406K Sell
1,648
-30
-2% -$7.38K 0.18% 82
2025
Q3 		$406K Buy
1,678
+37
+2% +$8.49K 0.19% 81
2025
Q2 		$354K Sell
1,641
-309
-16% -$62.2K 0.19% 81
2025
Q1 		$389K Buy
1,950
+50
+3% +$10.8K 0.23% 75
2024
Q4 		$420K Sell
1,900
-48
-2% -$10.9K 0.24% 76
2024
Q3 		$430K Sell
1,948
-56
-3% -$12K 0.25% 74
2024
Q2 		$407K Buy
2,004
+869
+77% +$176K 0.26% 74
2024
Q1 		$239K Sell
1,135
-7,909
-87% -$1.58M 0.16% 96
2023
Q4 		$1.81M Buy
9,044
+381
+4% +$68.3K 1.35% 21
2023
Q3 		$1.53M Buy
8,663
+408
+5% +$76.6K 1.3% 21
2023
Q2 		$1.55M Buy
8,255
+646
+8% +$115K 1.31% 19
2023
Q1 		$1.36M Buy
+7,609
New +$1.4M 1.25% 20

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Midwest Financial Group's IWM Position: Q1 2026 in Review

Midwest Financial Group reduced its iShares Russell 2000 ETF (IWM) stake by 3.2% in Q1 2026, selling an estimated $13.4K and leaving 1,596 shares worth $396K. The position accounts for 0.17% of the portfolio, ranked #91.

Midwest Financial Group first reported a position in IWM in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.81M in Q4 2023. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Midwest Financial Group held 1,596 shares of iShares Russell 2000 ETF worth $396K as of Q1 2026.
  • Midwest Financial Group sold 52 iShares Russell 2000 ETF shares in Q1 2026, an estimated $13.4K.
  • iShares Russell 2000 ETF made up 0.17% of Midwest Financial Group's portfolio in Q1 2026, its #91 holding.
  • Midwest Financial Group first reported a position in iShares Russell 2000 ETF in Q1 2023 and has held it in 13 quarters since.
  • Midwest Financial Group's iShares Russell 2000 ETF position peaked at $1.81M in Q4 2023.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Midwest Financial Group's 13F filing for Q1 2026, filed 22 Apr 2026.