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Paces Ferry Wealth Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Paces Ferry Wealth Advisors’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 		$1.61M Sell
6,497
-237
-4% -$61.1K 0.67% 28
2025
Q4 		$1.66M Buy
6,734
+3
+0% +$738 0.67% 30
2025
Q3 		$1.63M Sell
6,731
-153
-2% -$35.1K 0.68% 31
2025
Q2 		$1.49M Sell
6,884
-583
-8% -$117K 0.68% 32
2025
Q1 		$1.49M Sell
7,467
-56
-0.7% -$12.1K 0.74% 31
2024
Q4 		$1.66M Sell
7,523
-537
-7% -$122K 0.81% 30
2024
Q3 		$1.78M Sell
8,060
-14
-0.2% -$3K 1.02% 27
2024
Q2 		$1.64M Sell
8,074
-51
-0.6% -$10.3K 0.99% 26
2024
Q1 		$1.71M Sell
8,125
-1,975
-20% -$394K 1.09% 26
2023
Q4 		$2.03M Sell
10,100
-340
-3% -$60.9K 1.41% 20
2023
Q3 		$1.85M Sell
10,440
-665
-6% -$125K 1.46% 19
2023
Q2 		$2.08M Buy
11,105
+162
+1% +$28.9K 1.56% 18
2023
Q1 		$1.95M Sell
10,943
-2,234
-17% -$411K 1.57% 18
2022
Q4 		$2.3M Buy
13,177
+1,277
+11% +$227K 2.24% 10
2022
Q3 		$1.96M Sell
11,900
-27
-0.2% -$4.92K 2.15% 9
2022
Q2 		$2.02M Buy
11,927
+29
+0.2% +$5.35K 1.99% 13
2022
Q1 		$2.44M Sell
11,898
-372
-3% -$75.9K 1.94% 12
2021
Q4 		$2.73M Sell
12,270
-1
-0% -$226 1.96% 15
2021
Q3 		$2.68M Sell
12,271
-120
-1% -$26.6K 2.14% 11
2021
Q2 		$2.84M Sell
12,391
-181
-1% -$40.7K 2.17% 11
2021
Q1 		$2.78M Sell
12,572
-325
-3% -$71K 2.42% 9
2020
Q4 		$2.53M Sell
12,897
-364
-3% -$63.7K 2.31% 11
2020
Q3 		$1.99M Buy
+13,261
New +$2M 1.73% 12

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Paces Ferry Wealth Advisors's IWM Position: Q1 2026 in Review

Paces Ferry Wealth Advisors reduced its iShares Russell 2000 ETF (IWM) stake by 3.5% in Q1 2026, selling an estimated $61.1K and leaving 6,497 shares worth $1.61M. The position accounts for 0.67% of the portfolio, ranked #28.

Paces Ferry Wealth Advisors first reported a position in IWM in Q3 2020 and has held it in 23 quarters since. The position peaked at $2.84M in Q2 2021. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Paces Ferry Wealth Advisors held 6,497 shares of iShares Russell 2000 ETF worth $1.61M as of Q1 2026.
  • Paces Ferry Wealth Advisors sold 237 iShares Russell 2000 ETF shares in Q1 2026, an estimated $61.1K.
  • iShares Russell 2000 ETF made up 0.67% of Paces Ferry Wealth Advisors's portfolio in Q1 2026, its #28 holding.
  • Paces Ferry Wealth Advisors first reported a position in iShares Russell 2000 ETF in Q3 2020 and has held it in 23 quarters since.
  • Paces Ferry Wealth Advisors's iShares Russell 2000 ETF position peaked at $2.84M in Q2 2021.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Paces Ferry Wealth Advisors's 13F filing for Q1 2026, filed 6 May 2026.