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 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 $1.37T 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

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

MTM Investment Management held its iShares Russell 2000 ETF (IWM) position steady in Q1 2026 at 409 shares worth $101K. The position accounts for 0.03% of the portfolio, ranked #260.

MTM Investment Management first reported a position in IWM in Q4 2020 and has held it in 22 quarters since. The position peaked at $138K in Q3 2024. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

MTM Investment Management held 409 shares of iShares Russell 2000 ETF worth $101K as of Q1 2026.
MTM Investment Management left its iShares Russell 2000 ETF share count unchanged in Q1 2026.
iShares Russell 2000 ETF made up 0.03% of MTM Investment Management's portfolio in Q1 2026, its #260 holding.
MTM Investment Management first reported a position in iShares Russell 2000 ETF in Q4 2020 and has held it in 22 quarters since.
MTM Investment Management's iShares Russell 2000 ETF position peaked at $138K in Q3 2024.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on MTM Investment Management's 13F filing for Q1 2026, filed 6 May 2026.