MV Capital Management’s iShares Russell 2000 ETF IWM Stock Holding History

MV Capital 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	$1.88M	Sell	6,262 -52	-0.8%	-$14.6K	0.17%	79
2026 Q1	$1.57M	Buy	6,314 +488	+8%	+$126K	0.15%	83
2025 Q4	$1.43M	Sell	5,826 -370	-6%	-$91K	0.14%	86
2025 Q3	$1.5M	Sell	6,196 -147	-2%	-$33.7K	0.14%	87
2025 Q2	$1.37M	Sell	6,343 -2,031	-24%	-$409K	0.14%	90
2025 Q1	$1.67M	Sell	8,374 -9,129	-52%	-$1.98M	0.18%	81
2024 Q4	$3.87M	Sell	17,503 -8,233	-32%	-$1.88M	0.41%	40
2024 Q3	$5.68M	Buy	25,736 +966	+4%	+$207K	0.6%	32
2024 Q2	$5.03M	Buy	24,770 +366	+1%	+$74K	0.57%	33
2024 Q1	$5.13M	Buy	24,404 +442	+2%	+$88.2K	0.59%	32
2023 Q4	$4.81M	Sell	23,962 -644	-3%	-$115K	0.61%	30
2023 Q3	$4.35M	Buy	24,606 +858	+4%	+$161K	0.58%	32
2023 Q2	$4.45M	Buy	23,748 +564	+2%	+$101K	0.59%	26
2023 Q1	$4.14M	Sell	23,184 -392	-2%	-$72.2K	0.58%	25
2022 Q4	$4.11M	Buy	23,576 +2,154	+10%	+$383K	0.64%	24
2022 Q3	$3.53M	Buy	21,422 +1,949	+10%	+$355K	0.61%	23
2022 Q2	$3.3M	Buy	19,473 +5,299	+37%	+$977K	0.56%	30
2022 Q1	$2.91M	Buy	14,174 +8,898	+169%	+$1.82M	0.44%	39
2021 Q4	$1.17M	Buy	5,276 +54	+1%	+$12.2K	0.17%	74
2021 Q3	$1.14M	Buy	5,222 +356	+7%	+$78.9K	0.19%	75
2021 Q2	$1.12M	Buy	4,866 +716	+17%	+$161K	0.19%	76
2021 Q1	$917K	Buy	4,150 +2,783	+204%	+$608K	0.17%	74
2020 Q4	$268K	Sell	1,367 -93	-6%	-$16.3K	0.05%	96
2020 Q3	$219K	Sell	1,460 -982	-40%	-$148K	0.05%	92
2020 Q2	$350K	Buy	2,442 +905	+59%	+$119K	0.08%	80
2020 Q1	$176K	Hold	1,537	–	–	0.05%	98
2019 Q4	$255K	Hold	1,537	–	–	0.06%	97
2019 Q3	$233K	Hold	1,537	–	–	0.05%	100
2019 Q2	$239K	Hold	1,537	–	–	0.06%	99
2019 Q1	$235K	Hold	1,537	–	–	0.06%	96
2018 Q4	$206K	Hold	1,537	–	–	0.06%	93
2018 Q3	$259K	Buy	1,537 +226	+17%	+$38.2K	0.06%	84
2018 Q2	$215K	Hold	1,311	–	–	0.06%	92
2018 Q1	$199K	Hold	1,311	–	–	0.05%	94
2017 Q4	$200K	Sell	1,311 -94	-7%	-$14.1K	0.05%	99
2017 Q3	$208K	Sell	1,405 -7	-0.5%	-$985	0.06%	92
2017 Q2	$199K	Hold	1,412	–	–	0.06%	94
2017 Q1	$194K	Hold	1,412	–	–	0.06%	95
2016 Q4	$190K	Hold	1,412	–	–	0.07%	91
2016 Q3	$175K	Hold	1,412	–	–	0.06%	91
2016 Q2	$162K	Sell	1,412 -30	-2%	-$3.38K	0.06%	104
2016 Q1	$160K	Sell	1,442 -237	-14%	-$24.5K	0.06%	103
2015 Q4	$189K	Sell	1,679 -1,000	-37%	-$115K	0.07%	96
2015 Q3	$293K	Hold	2,679	–	–	0.13%	56
2015 Q2	$334K	Buy	2,679 +1,000	+60%	+$125K	0.14%	54
2015 Q1	$209K	Hold	1,679	–	–	0.09%	66
2014 Q4	$201K	Buy	+1,679	New	+$192K	0.09%	69

Other funds holding IWM

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

PRS

Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

MV Capital Management's IWM Position: Q2 2026 in Review

MV Capital Management reduced its iShares Russell 2000 ETF (IWM) stake by 0.82% in Q2 2026, selling an estimated $14.6K and leaving 6,262 shares worth $1.88M. The position accounts for 0.17% of the portfolio, ranked #79.

MV Capital Management first reported a position in IWM in Q4 2014 and has held it in 47 quarters since. The position peaked at $5.68M in Q3 2024. 1,350 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

MV Capital Management held 6,262 shares of iShares Russell 2000 ETF worth $1.88M as of Q2 2026.
MV Capital Management sold 52 iShares Russell 2000 ETF shares in Q2 2026, an estimated $14.6K.
iShares Russell 2000 ETF made up 0.17% of MV Capital Management's portfolio in Q2 2026, its #79 holding.
MV Capital Management first reported a position in iShares Russell 2000 ETF in Q4 2014 and has held it in 47 quarters since.
MV Capital Management's iShares Russell 2000 ETF position peaked at $5.68M in Q3 2024.
1,350 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on MV Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.