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

Moseley 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
Q1 		$229K Buy
925
+1
+0.1% +$258 0.07% 143
2025
Q4 		$228K Buy
+924
New +$227K 0.07% 151
2024
Q4 		– Sell
-912
Closed -$201K – 155
2024
Q3 		$201K Buy
+912
New +$195K 0.08% 151

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Moseley Investment Management's IWM Position: Q1 2026 in Review

Moseley Investment Management increased its iShares Russell 2000 ETF (IWM) stake by 0.11% in Q1 2026, buying an estimated $258 and bringing the position to 925 shares worth $229K. The position accounts for 0.07% of the portfolio, ranked #143.

Moseley Investment Management first reported a position in IWM in Q3 2024 and has held it in 3 quarters since. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Moseley Investment Management held 925 shares of iShares Russell 2000 ETF worth $229K as of Q1 2026.
  • Moseley Investment Management bought 1 iShares Russell 2000 ETF share in Q1 2026, an estimated $258.
  • iShares Russell 2000 ETF made up 0.07% of Moseley Investment Management's portfolio in Q1 2026, its #143 holding.
  • Moseley Investment Management first reported a position in iShares Russell 2000 ETF in Q3 2024 and has held it in 3 quarters since.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Moseley Investment Management's 13F filing for Q1 2026, filed 21 Apr 2026.