Morangie Management’s iShares Russell 2000 ETF IWM Stock Holding History

Morangie 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 Q3	$2.09M	Buy	7,534 +667	+10%	+$196K	1.75%	19
2026 Q2	$2.06M	Hold	6,867	–	–	1.71%	18
2026 Q1	$1.7M	Hold	6,867	–	–	1.57%	20
2025 Q4	$1.69M	Sell	6,867 -208	-3%	-$51.1K	1.35%	20
2025 Q3	$1.71M	Sell	7,075 -167	-2%	-$38.3K	1.48%	16
2025 Q2	$1.56M	Sell	7,242 -360	-5%	-$72.4K	1.35%	16
2025 Q1	$1.52M	Sell	7,602 -763	-9%	-$166K	1.47%	13
2024 Q4	$1.85M	Buy	+8,365	New	+$1.91M	1.48%	13

Other funds holding IWM

MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.78% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $879M AUM 20.03% 1-Year Est. Return

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return

OFS Enterprise Kearney, Nebraska $382M AUM

Edge Wealth Management New York $666M AUM 17.64% 1-Year Est. Return

Morangie Management's IWM Position: Q3 2026 in Review

Morangie Management increased its iShares Russell 2000 ETF (IWM) stake by 9.7% in Q3 2026, buying an estimated $196K and bringing the position to 7,534 shares worth $2.09M. The position accounts for 1.75% of the portfolio, ranked #19.

Morangie Management first reported a position in IWM in Q4 2024 and has held it in 8 quarters since. 665 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

Morangie Management held 7,534 shares of iShares Russell 2000 ETF worth $2.09M as of Q3 2026.
Morangie Management bought 667 iShares Russell 2000 ETF shares in Q3 2026, an estimated $196K.
iShares Russell 2000 ETF made up 1.75% of Morangie Management's portfolio in Q3 2026, its #19 holding.
Morangie Management first reported a position in iShares Russell 2000 ETF in Q4 2024 and has held it in 8 quarters since.
665 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on Morangie Management's 13F filing for Q3 2026, filed 15 Oct 2026.