Mitsubishi UFJ Morgan Stanley Securities’s iShares Russell 2000 ETF IWM Stock Holding History

Mitsubishi UFJ Morgan Stanley Securities’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	$340K	Sell	1,132 -1,394	-55%	-$392K	1.04%	26
2026 Q1	$626K	Buy	+2,526	New	+$652K	1.54%	7
2024 Q1	–	Sell	-9,075	Closed	-$1.82M	–	35
2023 Q4	$1.82M	Buy	9,075 +3,338	+58%	+$598K	10.5%	2
2023 Q3	$1.01M	Sell	5,737 -2,303	-29%	-$432K	4.55%	6
2023 Q2	$1.51M	Buy	+8,040	New	+$1.43M	8.8%	3

Other funds holding IWM

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

PRS

Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Mitsubishi UFJ Morgan Stanley Securities's IWM Position: Q2 2026 in Review

Mitsubishi UFJ Morgan Stanley Securities reduced its iShares Russell 2000 ETF (IWM) stake by 55% in Q2 2026, selling an estimated $392K and leaving 1,132 shares worth $340K. The position accounts for 1.04% of the portfolio, ranked #26.

Mitsubishi UFJ Morgan Stanley Securities first reported a position in IWM in Q2 2023 and has held it in 5 quarters since. The position peaked at $1.82M in Q4 2023. 1,559 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Mitsubishi UFJ Morgan Stanley Securities held 1,132 shares of iShares Russell 2000 ETF worth $340K as of Q2 2026.
Mitsubishi UFJ Morgan Stanley Securities sold 1,394 iShares Russell 2000 ETF shares in Q2 2026, an estimated $392K.
iShares Russell 2000 ETF made up 1.04% of Mitsubishi UFJ Morgan Stanley Securities's portfolio in Q2 2026, its #26 holding.
Mitsubishi UFJ Morgan Stanley Securities first reported a position in iShares Russell 2000 ETF in Q2 2023 and has held it in 5 quarters since.
Mitsubishi UFJ Morgan Stanley Securities's iShares Russell 2000 ETF position peaked at $1.82M in Q4 2023.
1,559 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Mitsubishi UFJ Morgan Stanley Securities's 13F filing for Q2 2026, filed 15 Jul 2026.