Monarch Capital Management’s iShares Russell 2000 ETF IWM Stock Holding History

Monarch Capital Management’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 Q3	$312K	Hold	1,121	–	–	0.07%	117
2026 Q2	$337K	Buy	1,121 +137	+14%	+$38.5K	0.08%	116
2026 Q1	$244K	Hold	984	–	–	0.06%	122
2025 Q4	$242K	Hold	984	–	–	0.06%	118
2025 Q3	$238K	Buy	984 +30	+3%	+$6.88K	0.06%	115
2025 Q2	$206K	Buy	+954	New	+$192K	0.06%	116
2025 Q1	–	Sell	-954	Closed	-$211K	–	117
2024 Q4	$211K	Hold	954	–	–	0.06%	112
2024 Q3	$211K	Buy	+954	New	+$204K	0.06%	116

Other funds holding IWM

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return

Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return

Millburn Ridgefield Corp New York $5.45B AUM 11.92% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Monarch Capital Management's IWM Position: Q3 2026 in Review

Monarch Capital Management held its iShares Russell 2000 ETF (IWM) position steady in Q3 2026 at 1,121 shares worth $312K. The position accounts for 0.07% of the portfolio, ranked #117.

Monarch Capital Management first reported a position in IWM in Q3 2024 and has held it in 8 quarters since. The position peaked at $337K in Q2 2026. 1,702 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

Monarch Capital Management held 1,121 shares of iShares Russell 2000 ETF worth $312K as of Q3 2026.
Monarch Capital Management left its iShares Russell 2000 ETF share count unchanged in Q3 2026.
iShares Russell 2000 ETF made up 0.07% of Monarch Capital Management's portfolio in Q3 2026, its #117 holding.
Monarch Capital Management first reported a position in iShares Russell 2000 ETF in Q3 2024 and has held it in 8 quarters since.
Monarch Capital Management's iShares Russell 2000 ETF position peaked at $337K in Q2 2026.
1,702 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on Monarch Capital Management's 13F filing for Q3 2026, filed 19 Oct 2026.