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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
Q2 		$547K Buy
1,821
+225
+14% +$63.2K 0.19% 82
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 $1.55T 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

Midwest Financial Group's IWM Position: Q2 2026 in Review

Midwest Financial Group increased its iShares Russell 2000 ETF (IWM) stake by 14% in Q2 2026, buying an estimated $63.2K and bringing the position to 1,821 shares worth $547K. The position accounts for 0.19% of the portfolio, ranked #82.

Midwest Financial Group first reported a position in IWM in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.81M in Q4 2023. 2,730 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Midwest Financial Group held 1,821 shares of iShares Russell 2000 ETF worth $547K as of Q2 2026.
  • Midwest Financial Group bought 225 iShares Russell 2000 ETF shares in Q2 2026, an estimated $63.2K.
  • iShares Russell 2000 ETF made up 0.19% of Midwest Financial Group's portfolio in Q2 2026, its #82 holding.
  • Midwest Financial Group first reported a position in iShares Russell 2000 ETF in Q1 2023 and has held it in 14 quarters since.
  • Midwest Financial Group's iShares Russell 2000 ETF position peaked at $1.81M in Q4 2023.
  • 2,730 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Midwest Financial Group's 13F filing for Q2 2026, filed 21 Jul 2026.