MOTCO’s iShares Russell 2000 ETF IWM Stock Holding History

MOTCO’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	$62.5K	Hold	252	–	–	0.01%	307
2025 Q4	$62K	Sell	252 -185	-42%	-$45.5K	0.01%	310
2025 Q3	$106K	Hold	437	–	–	0.01%	268
2025 Q2	$95.9K	Hold	437	–	–	0.01%	263
2025 Q1	$87.2K	Hold	437	–	–	0.01%	245
2024 Q4	$96.6K	Sell	437 -74	-14%	-$16.9K	0.01%	237
2024 Q3	$113K	Hold	511	–	–	0.01%	249
2024 Q2	$104K	Hold	511	–	–	0.01%	332
2024 Q1	$107K	Hold	511	–	–	0.01%	327
2023 Q4	$103K	Hold	511	–	–	0.01%	295
2023 Q3	$90.3K	Hold	511	–	–	0.01%	300
2023 Q2	$95.7K	Buy	511 +16	+3%	+$2.85K	0.01%	285
2023 Q1	$88.3K	Sell	495 -156	-24%	-$28.7K	0.01%	278
2022 Q4	$114K	Sell	651 -219	-25%	-$38.9K	0.01%	268
2022 Q3	$143K	Sell	870 -279	-24%	-$50.9K	0.01%	248
2022 Q2	$195K	Sell	1,149 -233	-17%	-$43K	0.01%	234
2022 Q1	$284K	Buy	1,382 +132	+11%	+$26.9K	0.02%	205
2021 Q4	$278K	Sell	1,250 -606	-33%	-$137K	0.02%	206
2021 Q3	$406K	Buy	1,856 +44	+2%	+$9.75K	0.03%	186
2021 Q2	$416K	Buy	1,812 +976	+117%	+$219K	0.03%	184
2021 Q1	$185K	Hold	836	–	–	0.01%	242
2020 Q4	$164K	Buy	836 +61	+8%	+$10.7K	0.01%	254
2020 Q3	$116K	Buy	775 +221	+40%	+$33.2K	0.01%	263
2020 Q2	$79K	Hold	554	–	–	0.01%	284
2020 Q1	$63K	Hold	554	–	–	0.01%	286
2019 Q4	$92K	Hold	554	–	–	0.01%	275
2019 Q3	$84K	Hold	554	–	–	0.01%	281
2019 Q2	$86K	Hold	554	–	–	0.01%	300
2019 Q1	$85K	Hold	554	–	–	0.01%	275
2018 Q4	$74K	Sell	554 -131	-19%	-$19.5K	0.01%	284
2018 Q3	$115K	Hold	685	–	–	0.01%	255
2018 Q2	$112K	Hold	685	–	–	0.01%	246
2018 Q1	$104K	Sell	685 -34	-5%	-$5.25K	0.01%	255
2017 Q4	$110K	Sell	719 -771	-52%	-$116K	0.01%	237
2017 Q3	$221K	Hold	1,490	–	–	0.02%	190
2017 Q2	$210K	Buy	1,490 +1,140	+326%	+$158K	0.02%	193
2017 Q1	$48K	Hold	350	–	–	0.01%	313
2016 Q4	$47K	Hold	350	–	–	0.01%	311
2016 Q3	$43K	Hold	350	–	–	﹤0.01%	313
2016 Q2	$40K	Hold	350	–	–	﹤0.01%	291
2016 Q1	$39K	Hold	350	–	–	﹤0.01%	290
2015 Q4	$39K	Hold	350	–	–	﹤0.01%	283
2015 Q3	$38K	Sell	350 -31	-8%	-$3.68K	﹤0.01%	298
2015 Q2	$48K	Sell	381 -306	-45%	-$38.2K	0.01%	283
2015 Q1	$85K	Sell	687 -197	-22%	-$23.7K	0.01%	248
2014 Q4	$106K	Sell	884 -285	-24%	-$32.6K	0.01%	235
2014 Q3	$127K	Buy	1,169 +447	+62%	+$51.1K	0.01%	226
2014 Q2	$85K	Hold	722	–	–	0.01%	247
2014 Q1	$84K	Hold	722	–	–	0.01%	250
2013 Q4	$83K	Sell	722 -313	-30%	-$34.6K	0.01%	248
2013 Q3	$111K	Hold	1,035	–	–	0.01%	230
2013 Q2	$101K	Buy	+1,035	New	+$98.8K	0.01%	243

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

MOTCO's IWM Position: Q1 2026 in Review

MOTCO held its iShares Russell 2000 ETF (IWM) position steady in Q1 2026 at 252 shares worth $62.5K. The position accounts for 0.01% of the portfolio, ranked #307.

MOTCO first reported a position in IWM in Q2 2013 and has held it in 52 quarters since. The position peaked at $416K in Q2 2021. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

MOTCO held 252 shares of iShares Russell 2000 ETF worth $62.5K as of Q1 2026.
MOTCO left its iShares Russell 2000 ETF share count unchanged in Q1 2026.
iShares Russell 2000 ETF made up 0.01% of MOTCO's portfolio in Q1 2026, its #307 holding.
MOTCO first reported a position in iShares Russell 2000 ETF in Q2 2013 and has held it in 52 quarters since.
MOTCO's iShares Russell 2000 ETF position peaked at $416K in Q2 2021.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on MOTCO's 13F filing for Q1 2026, filed 22 Apr 2026.