Monte Financial Group’s iShares Russell 2000 ETF IWM Stock Holding History

Monte Financial Group’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	$338K	Buy	1,363 +82	+6%	+$21.2K	0.12%	86
2025 Q4	$315K	Buy	1,281 +82	+7%	+$20.2K	0.12%	84
2025 Q3	$290K	Buy	+1,199	New	+$275K	0.11%	84
2024 Q2	–	Sell	-1,201	Closed	-$253K	–	83
2024 Q1	$253K	Hold	1,201	–	–	0.11%	80
2023 Q4	$241K	Buy	1,201 +43	+4%	+$7.7K	0.11%	81
2023 Q3	$205K	Sell	1,158 -297	-20%	-$55.8K	0.1%	83
2023 Q2	$272K	Sell	1,455 -110	-7%	-$19.6K	0.13%	75
2023 Q1	$279K	Hold	1,565	–	–	0.15%	76
2022 Q4	$273K	Buy	1,565 +257	+20%	+$45.7K	0.14%	76
2022 Q3	$216K	Buy	+1,308	New	+$239K	0.13%	77

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Monte Financial Group's IWM Position: Q1 2026 in Review

Monte Financial Group increased its iShares Russell 2000 ETF (IWM) stake by 6.4% in Q1 2026, buying an estimated $21.2K and bringing the position to 1,363 shares worth $338K. The position accounts for 0.12% of the portfolio, ranked #86.

Monte Financial Group first reported a position in IWM in Q3 2022 and has held it in 10 quarters since. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Monte Financial Group held 1,363 shares of iShares Russell 2000 ETF worth $338K as of Q1 2026.
Monte Financial Group bought 82 iShares Russell 2000 ETF shares in Q1 2026, an estimated $21.2K.
iShares Russell 2000 ETF made up 0.12% of Monte Financial Group's portfolio in Q1 2026, its #86 holding.
Monte Financial Group first reported a position in iShares Russell 2000 ETF in Q3 2022 and has held it in 10 quarters since.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Monte Financial Group's 13F filing for Q1 2026, filed 14 May 2026.