MPWM Advisory Solutions’s iShares Russell 2000 ETF IWM Stock Holding History

MPWM Advisory Solutions’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	$7.42M	Buy	24,697 +1,205	+5%	+$339K	3.4%	5
2026 Q1	$5.83M	Buy	23,492 +276	+1%	+$71.2K	3.09%	5
2025 Q4	$5.71M	Buy	23,216 +8,856	+62%	+$2.18M	3.18%	6
2025 Q3	$3.47M	Sell	14,360 -92	-0.6%	-$21.1K	2.07%	9
2025 Q2	$3.12M	Buy	14,452 +550	+4%	+$111K	1.97%	11
2025 Q1	$2.77M	Sell	13,902 -2,959	-18%	-$642K	2.01%	11
2024 Q4	$3.73M	Buy	+16,861	New	+$3.84M	2.72%	7

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

MPWM Advisory Solutions's IWM Position: Q2 2026 in Review

MPWM Advisory Solutions increased its iShares Russell 2000 ETF (IWM) stake by 5.1% in Q2 2026, buying an estimated $339K and bringing the position to 24,697 shares worth $7.42M. The position accounts for 3.4% of the portfolio, ranked #5.

MPWM Advisory Solutions first reported a position in IWM in Q4 2024 and has held it in 7 quarters since. 2,730 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

MPWM Advisory Solutions held 24,697 shares of iShares Russell 2000 ETF worth $7.42M as of Q2 2026.
MPWM Advisory Solutions bought 1,205 iShares Russell 2000 ETF shares in Q2 2026, an estimated $339K.
iShares Russell 2000 ETF made up 3.4% of MPWM Advisory Solutions's portfolio in Q2 2026, its #5 holding.
MPWM Advisory Solutions first reported a position in iShares Russell 2000 ETF in Q4 2024 and has held it in 7 quarters since.
2,730 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on MPWM Advisory Solutions's 13F filing for Q2 2026, filed 13 Aug 2026.