MWA Asset Management’s iShares Russell 2000 ETF IWM Stock Holding History

MWA Asset 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	$1.53M	Sell	5,103 -79	-2%	-$22.2K	0.69%	45
2026 Q1	$1.29M	Buy	5,182 +81	+2%	+$20.9K	0.7%	41
2025 Q4	$1.26M	Sell	5,101 -190	-4%	-$46.7K	0.7%	42
2025 Q3	$1.28M	Sell	5,291 -905	-15%	-$208K	0.71%	43
2025 Q2	$1.34M	Sell	6,196 -4,169	-40%	-$839K	0.82%	39
2025 Q1	$2.07M	Buy	10,365 +84	+0.8%	+$18.2K	1.43%	21
2024 Q4	$2.27M	Buy	10,281 +640	+7%	+$146K	1.51%	19
2024 Q3	$2.13M	Buy	9,641 +399	+4%	+$85.4K	1.42%	21
2024 Q2	$1.88M	Sell	9,242 -200	-2%	-$40.4K	1.34%	22
2024 Q1	$1.99M	Buy	9,442 +1,201	+15%	+$240K	1.44%	20
2023 Q4	$1.65M	Sell	8,241 -139	-2%	-$24.9K	1.37%	20
2023 Q3	$1.48M	Buy	+8,380	New	+$1.57M	1.43%	20

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

MWA Asset Management's IWM Position: Q2 2026 in Review

MWA Asset Management reduced its iShares Russell 2000 ETF (IWM) stake by 1.5% in Q2 2026, selling an estimated $22.2K and leaving 5,103 shares worth $1.53M. The position accounts for 0.69% of the portfolio, ranked #45.

MWA Asset Management first reported a position in IWM in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.27M in Q4 2024. 2,724 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

MWA Asset Management held 5,103 shares of iShares Russell 2000 ETF worth $1.53M as of Q2 2026.
MWA Asset Management sold 79 iShares Russell 2000 ETF shares in Q2 2026, an estimated $22.2K.
iShares Russell 2000 ETF made up 0.69% of MWA Asset Management's portfolio in Q2 2026, its #45 holding.
MWA Asset Management first reported a position in iShares Russell 2000 ETF in Q3 2023 and has held it in 12 quarters since.
MWA Asset Management's iShares Russell 2000 ETF position peaked at $2.27M in Q4 2024.
2,724 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on MWA Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.