MLP3 LLC’s iShares Russell 2000 ETF IWM Stock Holding History

MLP3 LLC’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	$2.18M	Buy	8,798 +6	+0.1%	+$1.55K	2.41%	11
2025 Q4	$2.16M	Buy	+8,792	New	+$2.16M	2.36%	11

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

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

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

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

MLP3 LLC's IWM Position: Q1 2026 in Review

MLP3 LLC increased its iShares Russell 2000 ETF (IWM) stake by 0.07% in Q1 2026, buying an estimated $1.55K and bringing the position to 8,798 shares worth $2.18M. The position accounts for 2.41% of the portfolio, ranked #11.

MLP3 LLC first reported a position in IWM in Q4 2025 and has held it in 2 quarters since. 2,581 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

MLP3 LLC held 8,798 shares of iShares Russell 2000 ETF worth $2.18M as of Q1 2026.
MLP3 LLC bought 6 iShares Russell 2000 ETF shares in Q1 2026, an estimated $1.55K.
iShares Russell 2000 ETF made up 2.41% of MLP3 LLC's portfolio in Q1 2026, its #11 holding.
MLP3 LLC first reported a position in iShares Russell 2000 ETF in Q4 2025 and has held it in 2 quarters since.
2,581 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on MLP3 LLC's 13F filing for Q1 2026, filed 13 Apr 2026.