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Mullaney, Keating & Wright’s iShares Russell 2000 ETF IWM Stock Holding History

Mullaney, Keating & Wright’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 		$385K Buy
1,281
+45
+4% +$12.6K 0.19% 53
2026
Q1 		$306K Buy
1,236
+223
+22% +$57.5K 0.17% 55
2025
Q4 		$249K Buy
1,013
+3
+0.3% +$738 0.13% 63
2025
Q3 		$244K Buy
+1,010
New +$232K 0.14% 59

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Treasurer of the State of North Carolina
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
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Mullaney, Keating & Wright's IWM Position: Q2 2026 in Review

Mullaney, Keating & Wright increased its iShares Russell 2000 ETF (IWM) stake by 3.6% in Q2 2026, buying an estimated $12.6K and bringing the position to 1,281 shares worth $385K. The position accounts for 0.19% of the portfolio, ranked #53.

Mullaney, Keating & Wright first reported a position in IWM in Q3 2025 and has held it in 4 quarters since. 2,727 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Mullaney, Keating & Wright held 1,281 shares of iShares Russell 2000 ETF worth $385K as of Q2 2026.
  • Mullaney, Keating & Wright bought 45 iShares Russell 2000 ETF shares in Q2 2026, an estimated $12.6K.
  • iShares Russell 2000 ETF made up 0.19% of Mullaney, Keating & Wright's portfolio in Q2 2026, its #53 holding.
  • Mullaney, Keating & Wright first reported a position in iShares Russell 2000 ETF in Q3 2025 and has held it in 4 quarters since.
  • 2,727 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Mullaney, Keating & Wright's 13F filing for Q2 2026, filed 14 Jul 2026.