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William Mack & Associates’s iShares Russell 2000 ETF IWM Stock Holding History

William Mack & Associates’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 		– Sell
-860
Closed -$212K – 81
2025
Q4 		$212K Buy
+860
New +$211K 0.1% 85

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

William Mack & Associates's IWM Position: Q1 2026 in Review

William Mack & Associates sold out of iShares Russell 2000 ETF (IWM) in Q1 2026, closing a stake of 860 shares — an estimated $212K sold.

William Mack & Associates first reported a position in IWM in Q4 2025 and held it in 1 quarter. The position peaked at $212K in Q4 2025. 2,583 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • William Mack & Associates reported no remaining iShares Russell 2000 ETF position as of Q1 2026 after selling out during the quarter.
  • William Mack & Associates sold 860 iShares Russell 2000 ETF shares in Q1 2026, an estimated $212K.
  • William Mack & Associates first reported a position in iShares Russell 2000 ETF in Q4 2025 and held it in 1 quarter.
  • William Mack & Associates's iShares Russell 2000 ETF position peaked at $212K in Q4 2025.
  • 2,583 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on William Mack & Associates's 13F filing for Q1 2026, filed 14 Apr 2026.