MLL
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Moody Lynn & Lieberson’s iShares Russell 2000 ETF IWM Stock Holding History

Moody Lynn & Lieberson’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 		$1.83M Buy
6,077
+901
+17% +$253K 0.1% 87
2026
Q1 		$1.28M Buy
5,176
+73
+1% +$18.8K 0.07% 99
2025
Q4 		$1.26M Buy
5,103
+41
+0.8% +$10.1K 0.07% 104
2025
Q3 		$1.22M Buy
5,062
+389
+8% +$89.3K 0.07% 104
2025
Q2 		$1.01M Sell
4,673
-457
-9% -$92K 0.06% 121
2025
Q1 		$1.02M Buy
5,130
+174
+4% +$37.7K 0.07% 117
2024
Q4 		$1.1M Sell
4,956
-232
-4% -$52.9K 0.07% 108
2024
Q3 		$1.15M Sell
5,188
-357
-6% -$76.4K 0.07% 115
2024
Q2 		$1.13M Buy
5,545
+25
+0.5% +$5.05K 0.07% 110
2024
Q1 		$1.16M Sell
5,520
-14,521
-72% -$2.9M 0.08% 107
2023
Q4 		$4.02M Buy
20,041
+15,070
+303% +$2.7M 0.31% 59
2023
Q3 		$879K Buy
4,971
+6
+0.1% +$1.13K 0.08% 109
2023
Q2 		$930K Buy
4,965
+9
+0.2% +$1.6K 0.08% 111
2023
Q1 		$884K Buy
4,956
+60
+1% +$11K 0.08% 116
2022
Q4 		$853K Sell
4,896
-145
-3% -$25.8K 0.08% 119
2022
Q3 		$831K Buy
5,041
+125
+3% +$22.8K 0.08% 110
2022
Q2 		$833K Sell
4,916
-26,482
-84% -$4.88M 0.08% 114
2022
Q1 		$6.45M Buy
31,398
+25,275
+413% +$5.16M 0.47% 49
2021
Q4 		$1.36M Sell
6,123
-2,327
-28% -$526K 0.09% 105
2021
Q3 		$1.85M Buy
8,450
+3,347
+66% +$742K 0.14% 89
2021
Q2 		$1.17M Sell
5,103
-143
-3% -$32.2K 0.09% 107
2021
Q1 		$1.16M Sell
5,246
-49,037
-90% -$10.7M 0.1% 104
2020
Q4 		$10.6M Buy
54,283
+48,643
+862% +$8.51M 0.91% 36
2020
Q3 		$845K Sell
5,640
-28
-0.5% -$4.21K 0.08% 110
2020
Q2 		$812K Buy
5,668
+10
+0.2% +$1.31K 0.09% 101
2020
Q1 		$648 Sell
5,658
-30,066
-84% -$4.48M 0.09% 95
2019
Q4 		$5.92M Sell
35,724
-44,714
-56% -$7.07M 0.57% 52
2019
Q3 		$12.2M Buy
80,438
+67,627
+528% +$10.3M 1.36% 27
2019
Q2 		$1.99M Buy
12,811
+146
+1% +$22.5K 0.22% 82
2019
Q1 		$1.94M Buy
12,665
+160
+1% +$24K 0.22% 77
2018
Q4 		$1.67M Sell
12,505
-15,101
-55% -$2.25M 0.23% 80
2018
Q3 		$4.65M Sell
27,606
-1,211
-4% -$204K 0.49% 63
2018
Q2 		$4.72M Buy
28,817
+16,412
+132% +$2.63M 0.56% 51
2018
Q1 		$1.88M Sell
12,405
-5,544
-31% -$856K 0.23% 82
2017
Q4 		$2.82M Buy
17,949
+4,040
+29% +$607K 0.3% 65
2017
Q3 		$2.06M Sell
13,909
-35
-0.3% -$4.92K 0.25% 81
2017
Q2 		$1.97M Sell
13,944
-1,230
-8% -$170K 0.26% 74
2017
Q1 		$2.09M Sell
15,174
-131,103
-90% -$17.9M 0.29% 70
2016
Q4 		$19.7M Buy
146,277
+86,291
+144% +$11M 2.83% 6
2016
Q3 		$7.45M Buy
59,986
+51,539
+610% +$6.26M 1.24% 31
2016
Q2 		$971K Sell
8,447
-43,182
-84% -$4.87M 0.17% 71
2016
Q1 		$5.71M Buy
51,629
+25,538
+98% +$2.64M 0.9% 47
2015
Q4 		$2.94M Buy
26,091
+1,115
+4% +$129K 0.46% 67
2015
Q3 		$2.73M Sell
24,976
-61,009
-71% -$7.23M 0.52% 58
2015
Q2 		$10.7M Buy
85,985
+61,013
+244% +$7.62M 1.71% 16
2015
Q1 		$3.11M Sell
24,972
-680
-3% -$82K 0.5% 58
2014
Q4 		$3.07M Sell
25,652
-11,486
-31% -$1.31M 0.44% 67
2014
Q3 		$4.06M Sell
37,138
-55,076
-60% -$6.3M 0.6% 57
2014
Q2 		$11M Buy
92,214
+35,011
+61% +$3.98M 1.5% 20
2014
Q1 		$6.66M Sell
57,203
-14,990
-21% -$1.73M 0.96% 41
2013
Q4 		$8.33M Sell
72,193
-20,078
-22% -$2.22M 1.13% 32
2013
Q3 		$9.84M Buy
92,271
+70,473
+323% +$7.29M 1.52% 18
2013
Q2 		$2.11M Buy
+21,798
New +$2.08M 0.37% 73

Other funds holding IWM

CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return

Moody Lynn & Lieberson's IWM Position: Q2 2026 in Review

Moody Lynn & Lieberson increased its iShares Russell 2000 ETF (IWM) stake by 17% in Q2 2026, buying an estimated $253K and bringing the position to 6,077 shares worth $1.83M. The position accounts for 0.1% of the portfolio, ranked #87.

Moody Lynn & Lieberson first reported a position in IWM in Q2 2013 and has held it in 53 quarters since. The position peaked at $19.7M in Q4 2016. 936 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Moody Lynn & Lieberson held 6,077 shares of iShares Russell 2000 ETF worth $1.83M as of Q2 2026.
  • Moody Lynn & Lieberson bought 901 iShares Russell 2000 ETF shares in Q2 2026, an estimated $253K.
  • iShares Russell 2000 ETF made up 0.1% of Moody Lynn & Lieberson's portfolio in Q2 2026, its #87 holding.
  • Moody Lynn & Lieberson first reported a position in iShares Russell 2000 ETF in Q2 2013 and has held it in 53 quarters since.
  • Moody Lynn & Lieberson's iShares Russell 2000 ETF position peaked at $19.7M in Q4 2016.
  • 936 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Moody Lynn & Lieberson's 13F filing for Q2 2026, filed 20 Jul 2026.