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 Q1	–	Sell	-61,000	Closed	-$15M	–	1046
2025 Q4	$15M	Buy	+61,000	New	+$15M	1.4%	10
2025 Q2	–	Sell	-7,000	Closed	-$1.4M	–	254
2025 Q1	$1.4M	Buy	7,000 +800	+13%	+$174K	0.03%	205
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 $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Mirabella Financial Services's IWM Position: Q1 2026 in Review

Mirabella Financial Services sold out of iShares Russell 2000 ETF (IWM) in Q1 2026, closing a stake of 61,000 shares — an estimated $15M sold.

Mirabella Financial Services first reported a position in IWM in Q2 2022 and held it in 10 quarters. The position peaked at $19.6M in Q2 2024. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Mirabella Financial Services reported no remaining iShares Russell 2000 ETF position as of Q1 2026 after selling out during the quarter.
Mirabella Financial Services sold 61,000 iShares Russell 2000 ETF shares in Q1 2026, an estimated $15M.
Mirabella Financial Services first reported a position in iShares Russell 2000 ETF in Q2 2022 and held it in 10 quarters.
Mirabella Financial Services's iShares Russell 2000 ETF position peaked at $19.6M in Q2 2024.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Mirabella Financial Services's 13F filing for Q1 2026, filed 12 May 2026.