Mirabella Financial Services’s iShares Russell 2000 ETF IWM Stock Holding History

Mirabella Financial Services’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	$28.5M	Buy	+94,900	New	+$26.7M	2.73%	4
2026 Q1	–	Sell	-61,000	Closed	-$15M	–	1046
2025 Q4	$15M	Buy	+61,000	New	+$15M	1.4%	10
2025 Q2	–	Sell	-3,500	Closed	-$702K	–	247
2025 Q1	$702K	Sell	3,500 -2,700	-44%	-$586K	0.03%	188
2024 Q4	$1.37M	Buy	+6,200	New	+$1.41M	0.13%	135
2024 Q3	–	Sell	-96,720	Closed	-$19.6M	–	318
2024 Q2	$19.6M	Buy	96,720 +67,384	+230%	+$13.6M	1.43%	18
2024 Q1	$6.17M	Buy	29,336 +20,014	+215%	+$3.99M	0.45%	48
2023 Q4	$1.9M	Buy	+9,322	New	+$1.67M	0.25%	89
2023 Q3	–	Sell	-6,009	Closed	-$1.13M	–	507
2023 Q2	$1.13M	Sell	6,009 -1,887	-24%	-$336K	0.12%	184
2023 Q1	$1.41M	Buy	7,896 +2,453	+45%	+$452K	0.21%	90
2022 Q4	$949K	Buy	+5,443	New	+$968K	0.08%	142
2022 Q3	–	Sell	-1,440	Closed	-$244K	–	454
2022 Q2	$244K	Buy	+1,440	New	+$265K	0.02%	387

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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 Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Mirabella Financial Services's IWM Position: Q2 2026 in Review

Mirabella Financial Services opened a new position in iShares Russell 2000 ETF (IWM) in Q2 2026: 94,900 shares worth $28.5M. The stake represents 2.73% of the portfolio and ranks #4 among its holdings. This is a return to the name: Mirabella Financial Services previously reported a position in IWM as recently as Q4 2025.

Mirabella Financial Services first reported a position in IWM in Q2 2022 and has held it in 11 quarters since. 2,732 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Mirabella Financial Services held 94,900 shares of iShares Russell 2000 ETF worth $28.5M as of Q2 2026.
iShares Russell 2000 ETF was a new Mirabella Financial Services position in Q2 2026.
iShares Russell 2000 ETF made up 2.73% of Mirabella Financial Services's portfolio in Q2 2026, its #4 holding.
Mirabella Financial Services first reported a position in iShares Russell 2000 ETF in Q2 2022 and has held it in 11 quarters since.
2,732 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Mirabella Financial Services's 13F filing for Q2 2026, filed 31 Jul 2026.