Mitchell McLeod Pugh & Williams’s iShares Russell 2000 ETF IWM Stock Holding History

Mitchell McLeod Pugh & Williams’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	$367K	Hold	1,222	–	–	0.05%	245
2026 Q1	$303K	Sell	1,222 -16	-1%	-$4.13K	0.04%	244
2025 Q4	$328K	Hold	1,238	–	–	0.05%	238
2025 Q3	$308K	Hold	1,238	–	–	0.05%	225
2025 Q2	$267K	Hold	1,238	–	–	0.05%	240
2025 Q1	$247K	Sell	1,238 -16	-1%	-$3.47K	0.05%	239
2024 Q4	$277K	Buy	1,254 +11	+0.9%	+$2.51K	0.06%	218
2024 Q3	$275K	Sell	1,243 -71	-5%	-$15.2K	0.06%	232
2024 Q2	$267K	Hold	1,314	–	–	0.06%	224
2024 Q1	$276K	Buy	1,314 +2	+0.2%	+$399	0.07%	221
2023 Q4	$263K	Sell	1,312 -3	-0.2%	-$537	0.07%	215
2023 Q3	$232K	Sell	1,315 -250	-16%	-$46.9K	0.07%	220
2023 Q2	$293K	Sell	1,565 -212	-12%	-$37.8K	0.08%	204
2023 Q1	$317K	Sell	1,777 -522	-23%	-$96.1K	0.1%	198
2022 Q4	$401K	Buy	2,299 +188	+9%	+$33.4K	0.14%	167
2022 Q3	$348K	Buy	+2,111	New	+$385K	0.13%	164
2020 Q4	–	Sell	-3,938	Closed	-$590K	–	208
2020 Q3	$590K	Buy	+3,938	New	+$592K	0.3%	107

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

Mitchell McLeod Pugh & Williams's IWM Position: Q2 2026 in Review

Mitchell McLeod Pugh & Williams held its iShares Russell 2000 ETF (IWM) position steady in Q2 2026 at 1,222 shares worth $367K. The position accounts for 0.05% of the portfolio, ranked #245.

Mitchell McLeod Pugh & Williams first reported a position in IWM in Q3 2020 and has held it in 17 quarters since. The position peaked at $590K in Q3 2020. 2,725 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Mitchell McLeod Pugh & Williams held 1,222 shares of iShares Russell 2000 ETF worth $367K as of Q2 2026.
Mitchell McLeod Pugh & Williams left its iShares Russell 2000 ETF share count unchanged in Q2 2026.
iShares Russell 2000 ETF made up 0.05% of Mitchell McLeod Pugh & Williams's portfolio in Q2 2026, its #245 holding.
Mitchell McLeod Pugh & Williams first reported a position in iShares Russell 2000 ETF in Q3 2020 and has held it in 17 quarters since.
Mitchell McLeod Pugh & Williams's iShares Russell 2000 ETF position peaked at $590K in Q3 2020.
2,725 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Mitchell McLeod Pugh & Williams's 13F filing for Q2 2026, filed 11 Aug 2026.