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 Q2	$432K	Buy	1,483 +120	+9%	+$33.7K	0.14%	83
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 $1.55T 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

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

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

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

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

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

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

Monte Financial Group's IWM Position: Q2 2026 in Review

Monte Financial Group increased its iShares Russell 2000 ETF (IWM) stake by 8.8% in Q2 2026, buying an estimated $33.7K and bringing the position to 1,483 shares worth $432K. The position accounts for 0.14% of the portfolio, ranked #83.

Monte Financial Group first reported a position in IWM in Q3 2022 and has held it in 11 quarters since. 2,740 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Monte Financial Group held 1,483 shares of iShares Russell 2000 ETF worth $432K as of Q2 2026.
Monte Financial Group bought 120 iShares Russell 2000 ETF shares in Q2 2026, an estimated $33.7K.
iShares Russell 2000 ETF made up 0.14% of Monte Financial Group's portfolio in Q2 2026, its #83 holding.
Monte Financial Group first reported a position in iShares Russell 2000 ETF in Q3 2022 and has held it in 11 quarters since.
2,740 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Monte Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.