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

MTM 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 Q2	$123K	Hold	409	–	–	0.04%	253
2026 Q1	$101K	Hold	409	–	–	0.03%	260
2025 Q4	$101K	Hold	409	–	–	0.03%	259
2025 Q3	$99K	Hold	409	–	–	0.03%	267
2025 Q2	$88.3K	Hold	409	–	–	0.03%	276
2025 Q1	$81.6K	Sell	409 -75	-15%	-$16.3K	0.03%	216
2024 Q4	$107K	Sell	484 -147	-23%	-$33.5K	0.04%	206
2024 Q3	$138K	Hold	631	–	–	0.05%	202
2024 Q2	$128K	Buy	631 +9	+1%	+$1.82K	0.05%	198
2024 Q1	$131K	Hold	622	–	–	0.05%	197
2023 Q4	$125K	Hold	622	–	–	0.06%	190
2023 Q3	$110K	Hold	622	–	–	0.06%	185
2023 Q2	$116K	Hold	622	–	–	0.06%	193
2023 Q1	$111K	Hold	622	–	–	0.06%	196
2022 Q4	$108K	Sell	622 -34	-5%	-$6.05K	0.06%	195
2022 Q3	$108K	Sell	656 -121	-16%	-$22.1K	0.06%	187
2022 Q2	$133K	Buy	777 +121	+18%	+$22.3K	0.07%	185
2022 Q1	$135K	Buy	656 +622	+1,829%	+$127K	0.07%	198
2021 Q4	$8K	Hold	34	–	–	﹤0.01%	267
2021 Q3	$7K	Hold	34	–	–	﹤0.01%	248
2021 Q2	$8K	Hold	34	–	–	﹤0.01%	243
2021 Q1	$8K	Hold	34	–	–	﹤0.01%	237
2020 Q4	$7K	Buy	+34	New	+$5.95K	﹤0.01%	215

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

MTM Investment Management's IWM Position: Q2 2026 in Review

MTM Investment Management held its iShares Russell 2000 ETF (IWM) position steady in Q2 2026 at 409 shares worth $123K. The position accounts for 0.04% of the portfolio, ranked #253.

MTM Investment Management first reported a position in IWM in Q4 2020 and has held it in 23 quarters since. The position peaked at $138K in Q3 2024. 2,740 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

MTM Investment Management held 409 shares of iShares Russell 2000 ETF worth $123K as of Q2 2026.
MTM Investment Management left its iShares Russell 2000 ETF share count unchanged in Q2 2026.
iShares Russell 2000 ETF made up 0.04% of MTM Investment Management's portfolio in Q2 2026, its #253 holding.
MTM Investment Management first reported a position in iShares Russell 2000 ETF in Q4 2020 and has held it in 23 quarters since.
MTM Investment Management's iShares Russell 2000 ETF position peaked at $138K in Q3 2024.
2,740 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on MTM Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.