Montgomery Investment Management’s iShares Russell 2000 ETF IWM Stock Holding History

Montgomery Investment 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 Q2	$1.2M	Hold	4,000	–	–	0.36%	47
2026 Q1	$992K	Hold	4,000	–	–	0.34%	48
2025 Q4	$985K	Hold	4,000	–	–	0.35%	45
2025 Q3	$968K	Hold	4,000	–	–	0.34%	45
2025 Q2	$863K	Hold	4,000	–	–	0.33%	46
2025 Q1	$798K	Hold	4,000	–	–	0.32%	47
2024 Q4	$884K	Hold	4,000	–	–	0.35%	42
2024 Q3	$884K	Hold	4,000	–	–	0.32%	46
2024 Q2	$812K	Hold	4,000	–	–	0.32%	44
2024 Q1	$841K	Hold	4,000	–	–	0.32%	45
2023 Q4	$803K	Hold	4,000	–	–	0.25%	51
2023 Q3	$707K	Hold	4,000	–	–	0.24%	52
2023 Q2	$749K	Hold	4,000	–	–	0.25%	48
2023 Q1	$714K	Hold	4,000	–	–	0.25%	50
2022 Q4	$697K	Hold	4,000	–	–	0.25%	51
2022 Q3	$660K	Hold	4,000	–	–	0.27%	49
2022 Q2	$677K	Hold	4,000	–	–	0.27%	50
2022 Q1	$821K	Hold	4,000	–	–	0.28%	51
2021 Q4	$890K	Hold	4,000	–	–	0.3%	49
2021 Q3	$875K	Hold	4,000	–	–	0.33%	49
2021 Q2	$917K	Hold	4,000	–	–	0.34%	47
2021 Q1	$884K	Hold	4,000	–	–	0.34%	45
2020 Q4	$784K	Hold	4,000	–	–	0.36%	45
2020 Q3	$599K	Hold	4,000	–	–	0.31%	47
2020 Q2	$573K	Hold	4,000	–	–	0.31%	51
2020 Q1	$458K	Sell	4,000 -1,792	-31%	-$267K	0.3%	52
2019 Q4	$960K	Hold	5,792	–	–	0.39%	48
2019 Q3	$877K	Hold	5,792	–	–	0.38%	49
2019 Q2	$901K	Hold	5,792	–	–	0.39%	48
2019 Q1	$887K	Hold	5,792	–	–	0.4%	49
2018 Q4	$776K	Hold	5,792	–	–	0.39%	50
2018 Q3	$976K	Buy	+5,792	New	+$978K	0.4%	51

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

Montgomery Investment Management's IWM Position: Q2 2026 in Review

Montgomery Investment Management held its iShares Russell 2000 ETF (IWM) position steady in Q2 2026 at 4,000 shares worth $1.2M. The position accounts for 0.36% of the portfolio, ranked #47.

Montgomery Investment Management first reported a position in IWM in Q3 2018 and has held it in 32 quarters since. 2,725 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Montgomery Investment Management held 4,000 shares of iShares Russell 2000 ETF worth $1.2M as of Q2 2026.
Montgomery Investment Management left its iShares Russell 2000 ETF share count unchanged in Q2 2026.
iShares Russell 2000 ETF made up 0.36% of Montgomery Investment Management's portfolio in Q2 2026, its #47 holding.
Montgomery Investment Management first reported a position in iShares Russell 2000 ETF in Q3 2018 and has held it in 32 quarters since.
2,725 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Montgomery Investment Management's 13F filing for Q2 2026, filed 15 Jul 2026.