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Mill Creek Capital Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Mill Creek Capital 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
Q1 		$5.96M Sell
24,023
-117
-0.5% -$30.2K 0.12% 50
2025
Q4 		$5.94M Sell
24,140
-4,692
-16% -$1.15M 0.12% 52
2025
Q3 		$6.98M Sell
28,832
-627
-2% -$144K 0.14% 48
2025
Q2 		$6.36M Sell
29,459
-300
-1% -$60.4K 0.14% 47
2025
Q1 		$5.94M Sell
29,759
-481
-2% -$104K 0.14% 45
2024
Q4 		$6.68M Buy
30,240
+207
+0.7% +$47.2K 0.16% 44
2024
Q3 		$6.63M Buy
30,033
+960
+3% +$205K 0.16% 43
2024
Q2 		$5.9M Sell
29,073
-151
-0.5% -$30.5K 0.15% 47
2024
Q1 		$6.15M Buy
29,224
+37
+0.1% +$7.38K 0.17% 45
2023
Q4 		$5.86M Buy
29,187
+126
+0.4% +$22.6K 0.17% 45
2023
Q3 		$5.14M Sell
29,061
-800
-3% -$150K 0.17% 42
2023
Q2 		$5.59M Sell
29,861
-847
-3% -$151K 0.18% 41
2023
Q1 		$5.48M Buy
30,708
+11,318
+58% +$2.08M 0.2% 35
2022
Q4 		$3.38M Buy
+19,390
New +$3.45M 0.14% 44

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

Mill Creek Capital Advisors's IWM Position: Q1 2026 in Review

Mill Creek Capital Advisors reduced its iShares Russell 2000 ETF (IWM) stake by 0.48% in Q1 2026, selling an estimated $30.2K and leaving 24,023 shares worth $5.96M. The position accounts for 0.12% of the portfolio, ranked #50.

Mill Creek Capital Advisors first reported a position in IWM in Q4 2022 and has held it in 14 quarters since. The position peaked at $6.98M in Q3 2025. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Mill Creek Capital Advisors held 24,023 shares of iShares Russell 2000 ETF worth $5.96M as of Q1 2026.
  • Mill Creek Capital Advisors sold 117 iShares Russell 2000 ETF shares in Q1 2026, an estimated $30.2K.
  • iShares Russell 2000 ETF made up 0.12% of Mill Creek Capital Advisors's portfolio in Q1 2026, its #50 holding.
  • Mill Creek Capital Advisors first reported a position in iShares Russell 2000 ETF in Q4 2022 and has held it in 14 quarters since.
  • Mill Creek Capital Advisors's iShares Russell 2000 ETF position peaked at $6.98M in Q3 2025.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Mill Creek Capital Advisors's 13F filing for Q1 2026, filed 14 May 2026.