Midwest Financial Group
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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
Q3 		$543K Buy
1,953
+132
+7% +$38.8K 0.18% 85
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 		$1.82M 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

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Midwest Financial Group's IWM Position: Q3 2026 in Review

Midwest Financial Group increased its iShares Russell 2000 ETF (IWM) stake by 7.2% in Q3 2026, buying an estimated $38.8K and bringing the position to 1,953 shares worth $543K. The position accounts for 0.18% of the portfolio, ranked #85.

Midwest Financial Group first reported a position in IWM in Q1 2023 and has held it in 15 quarters since. The position peaked at $1.82M in Q4 2023. 1,912 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

  • Midwest Financial Group held 1,953 shares of iShares Russell 2000 ETF worth $543K as of Q3 2026.
  • Midwest Financial Group bought 132 iShares Russell 2000 ETF shares in Q3 2026, an estimated $38.8K.
  • iShares Russell 2000 ETF made up 0.18% of Midwest Financial Group's portfolio in Q3 2026, its #85 holding.
  • Midwest Financial Group first reported a position in iShares Russell 2000 ETF in Q1 2023 and has held it in 15 quarters since.
  • Midwest Financial Group's iShares Russell 2000 ETF position peaked at $1.82M in Q4 2023.
  • 1,912 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on Midwest Financial Group's 13F filing for Q3 2026, filed 15 Oct 2026.