Moody Aldrich Partners’s iShares Russell 2000 ETF IWM Stock Holding History

Moody Aldrich Partners’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	–	Sell	-10,533	Closed	-$2.59M	–	200
2025 Q4	$2.59M	Buy	+10,533	New	+$2.59M	0.48%	90
2025 Q1	–	Sell	-5,006	Closed	-$1.11M	–	190
2024 Q4	$1.11M	Buy	+5,006	New	+$1.14M	0.2%	114
2023 Q1	–	Sell	-16,688	Closed	-$2.91M	–	172
2022 Q4	$2.91M	Buy	+16,688	New	+$2.97M	0.59%	68
2022 Q3	–	Sell	-35,313	Closed	-$5.98M	–	164
2022 Q2	$5.98M	Buy	+35,313	New	+$6.51M	1.18%	29
2022 Q1	–	Sell	-5,668	Closed	-$1.26M	–	161
2021 Q4	$1.26M	Buy	+5,668	New	+$1.28M	0.18%	110
2021 Q1	–	Sell	-4,543	Closed	-$891K	–	193
2020 Q4	$891K	Buy	+4,543	New	+$795K	0.14%	121
2020 Q3	–	Sell	-3,116	Closed	-$446K	–	170
2020 Q2	$446K	Buy	+3,116	New	+$409K	0.09%	126
2020 Q1	–	Sell	-23,633	Closed	-$3.92M	–	148
2019 Q4	$3.92M	Buy	+23,633	New	+$3.73M	0.8%	51
2019 Q1	–	Sell	-142,117	Closed	-$19M	–	107
2018 Q4	$19M	Buy	+142,117	New	+$21.2M	6.25%	1

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

Moody Aldrich Partners's IWM Position: Q1 2026 in Review

Moody Aldrich Partners sold out of iShares Russell 2000 ETF (IWM) in Q1 2026, closing a stake of 10,533 shares — an estimated $2.59M sold.

Moody Aldrich Partners first reported a position in IWM in Q4 2018 and held it in 9 quarters. The position peaked at $19M in Q4 2018. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Moody Aldrich Partners reported no remaining iShares Russell 2000 ETF position as of Q1 2026 after selling out during the quarter.
Moody Aldrich Partners sold 10,533 iShares Russell 2000 ETF shares in Q1 2026, an estimated $2.59M.
Moody Aldrich Partners first reported a position in iShares Russell 2000 ETF in Q4 2018 and held it in 9 quarters.
Moody Aldrich Partners's iShares Russell 2000 ETF position peaked at $19M in Q4 2018.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Moody Aldrich Partners's 13F filing for Q1 2026, filed 20 Apr 2026.