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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
2023
Q3 		– Sell
-30,000
Closed -$5.62M – 508
2023
Q2 		$5.62M Buy
+30,000
New +$5.35M 0.62% 39

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BlackRock
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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
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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

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.