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IWM
Showing 8 of 29 quarters

Position history for MAI Capital Management's holdings in ISHARES TR

MAI Capital Management holds 508,759 shares of IWM (ISHARES TR), worth $126.2M as of 2026-Q1. The position was increased (+2.8% shares). IWM represents 0.7% of MAI Capital Management's portfolio.

Current Value

$126.2M

Current Shares

508,759

Total Value Change

+$38.1M

Total Shares Change

+74,702

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
508,759
+2.8%
$126.2M0.7%$259.24
44
2025-Q4
Increased
495,097
+2.3%
$121.9M0.7%$248.03
43
2025-Q3
Increased
483,927
+0.5%
$117.1M0.7%$240.81
42
2025-Q2
Increased
481,751
+8.6%
$104M0.7%$214.15
46
2025-Q1
Decreased
443,590
-2.9%
$88.5M0.7%$198.67
0
2024-Q4
Increased
456,761
+3.3%
$100.9M0.7%$218.23
44
2024-Q3
Increased
442,157
+1.9%
$97.7M0.9%$217.23
43
2024-Q2
Increased
434,057
+0.4%
$88.1M0.9%$199.36
42

Other major holders of IWM: BANK OF AMERICA CORP /DE/, MORGAN STANLEY

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