MML Investors Services
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MML Investors Services’s iShares Russell 2000 ETF IWM Stock Holding History

MML Investors 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 		$47.9M Sell
193,319
-30,811
-14% -$7.95M 0.13% 156
2025
Q4 		$55.2M Buy
224,130
+31,493
+16% +$7.74M 0.13% 153
2025
Q3 		$46.6M Buy
192,637
+9,169
+5% +$2.1M 0.12% 165
2025
Q2 		$39.6M Buy
183,468
+4,405
+2% +$886K 0.11% 187
2025
Q1 		$35.7M Buy
179,063
+6,933
+4% +$1.5M 0.12% 182
2024
Q4 		$38M Sell
172,130
-38,191
-18% -$8.71M 0.13% 167
2024
Q3 		$46.5M Buy
210,321
+70,669
+51% +$15.1M 0.17% 136
2024
Q2 		$28.3M Sell
139,652
-64,999
-32% -$13.1M 0.11% 187
2024
Q1 		$43M Buy
204,651
+19,197
+10% +$3.83M 0.18% 130
2023
Q4 		$37.2M Buy
185,454
+58,585
+46% +$10.5M 0.17% 134
2023
Q3 		$22.4M Sell
126,869
-26,629
-17% -$5M 0.12% 179
2023
Q2 		$28.7M Sell
153,498
-82,254
-35% -$14.7M 0.16% 137
2023
Q1 		$42.1M Sell
235,752
-40,258
-15% -$7.41M 0.3% 69
2022
Q4 		$48.1M Buy
276,010
+7,519
+3% +$1.34M 0.32% 59
2022
Q3 		$44.3M Buy
268,491
+3,714
+1% +$677K 0.34% 53
2022
Q2 		$44.8M Buy
264,777
+26,958
+11% +$4.97M 0.34% 56
2022
Q1 		$48.8M Buy
237,819
+97,642
+70% +$19.9M 0.34% 53
2021
Q4 		$31.2M Buy
140,177
+10,643
+8% +$2.4M 0.22% 92
2021
Q3 		$28.3M Buy
129,534
+2,458
+2% +$545K 0.23% 94
2021
Q2 		$29.1M Buy
127,076
+4,505
+4% +$1.01M 0.25% 84
2021
Q1 		$27.1M Sell
122,571
-43,397
-26% -$9.48M 0.26% 84
2020
Q4 		$32.5M Buy
165,968
+9,701
+6% +$1.7M 0.35% 60
2020
Q3 		$23.4M Sell
156,267
-40,411
-21% -$6.08M 0.29% 74
2020
Q2 		$28.2M Sell
196,678
-57,442
-23% -$7.54M 0.38% 61
2020
Q1 		$29.1M Buy
254,120
+64,004
+34% +$9.54M 0.5% 40
2019
Q4 		$31.5M Buy
190,116
+9,908
+5% +$1.57M 0.45% 37
2019
Q3 		$27.3M Sell
180,208
-61,023
-25% -$9.32M 0.44% 43
2019
Q2 		$37.5M Sell
241,231
-5,072
-2% -$782K 0.54% 32
2019
Q1 		$37.7M Sell
246,303
-53,556
-18% -$8.05M 0.58% 29
2018
Q4 		$40.2M Buy
299,859
+24,409
+9% +$3.64M 0.72% 22
2018
Q3 		$46.4M Buy
275,450
+100,437
+57% +$17M 0.78% 17
2018
Q2 		$28.7M Sell
175,013
-4,708
-3% -$753K 0.62% 29
2018
Q1 		$27.3M Buy
179,721
+12,701
+8% +$1.96M 0.58% 37
2017
Q4 		$25.5M Buy
167,020
+6,064
+4% +$911K 0.48% 51
2017
Q3 		$23.9M Sell
160,956
-1,207
-0.7% -$170K 0.49% 49
2017
Q2 		$22.9M Buy
+162,163
New +$22.4M 0.44% 61

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
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

MML Investors Services's IWM Position: Q1 2026 in Review

MML Investors Services reduced its iShares Russell 2000 ETF (IWM) stake by 14% in Q1 2026, selling an estimated $7.95M and leaving 193,319 shares worth $47.9M. The position accounts for 0.13% of the portfolio, ranked #156.

MML Investors Services first reported a position in IWM in Q2 2017 and has held it in 36 quarters since. The position peaked at $55.2M in Q4 2025. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • MML Investors Services held 193,319 shares of iShares Russell 2000 ETF worth $47.9M as of Q1 2026.
  • MML Investors Services sold 30,811 iShares Russell 2000 ETF shares in Q1 2026, an estimated $7.95M.
  • iShares Russell 2000 ETF made up 0.13% of MML Investors Services's portfolio in Q1 2026, its #156 holding.
  • MML Investors Services first reported a position in iShares Russell 2000 ETF in Q2 2017 and has held it in 36 quarters since.
  • MML Investors Services's iShares Russell 2000 ETF position peaked at $55.2M in Q4 2025.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on MML Investors Services's 13F filing for Q1 2026, filed 4 May 2026.