PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s iShares Russell 2000 ETF IWM Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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	$66.6K	Hold	221	–	–	0.02%	285
2026 Q1	$54.9K	Buy	221 +1	+0.5%	+$258	0.02%	287
2025 Q4	$54.4K	Hold	220	–	–	0.02%	291
2025 Q3	$53.3K	Sell	220 -72	-25%	-$16.5K	0.02%	266
2025 Q2	$63.2K	Sell	292 -547	-65%	-$110K	0.02%	247
2025 Q1	$167K	Buy	839 +41	+5%	+$8.89K	0.06%	148
2024 Q4	$177K	Buy	798 +620	+348%	+$141K	0.07%	142
2024 Q3	$39.3K	Sell	178 -252	-59%	-$53.9K	0.02%	244
2024 Q2	$87.3K	Buy	430 +1	+0.2%	+$202	0.05%	164
2024 Q1	$90.4K	Sell	429 -1,925	-82%	-$384K	0.06%	152
2023 Q4	$473K	Buy	2,354 +1,926	+450%	+$345K	0.3%	48
2023 Q3	$75.6K	Buy	428 +175	+69%	+$32.9K	0.05%	146
2023 Q2	$47.4K	Hold	253	–	–	0.04%	165
2023 Q1	$45.1K	Buy	253 +98	+63%	+$18K	0.04%	162
2022 Q4	$27.1K	Buy	+155	New	+$27.6K	0.02%	183

Other funds holding IWM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s IWM Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. held its iShares Russell 2000 ETF (IWM) position steady in Q2 2026 at 221 shares worth $66.6K. The position accounts for 0.02% of the portfolio, ranked #285.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in IWM in Q4 2022 and has held it in 15 quarters since. The position peaked at $473K in Q4 2023. 1,827 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 221 shares of iShares Russell 2000 ETF worth $66.6K as of Q2 2026.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. left its iShares Russell 2000 ETF share count unchanged in Q2 2026.
iShares Russell 2000 ETF made up 0.02% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #285 holding.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in iShares Russell 2000 ETF in Q4 2022 and has held it in 15 quarters since.
PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s iShares Russell 2000 ETF position peaked at $473K in Q4 2023.
1,827 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.