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 Q2	$451K	Sell	1,500 -500	-25%	-$141K	0.17%	79
2026 Q1	$496K	Buy	+2,000	New	+$516K	0.21%	62

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

Paces Ferry Wealth Advisors's IWM Position: Q2 2026 in Review

Paces Ferry Wealth Advisors reduced its iShares Russell 2000 ETF (IWM) stake by 2.4% in Q2 2026, selling an estimated $43K and leaving 6,344 shares worth $1.91M. The position accounts for 0.71% of the portfolio, ranked #28.

Paces Ferry Wealth Advisors first reported a position in IWM in Q3 2020 and has held it in 24 quarters since. The position peaked at $2.84M in Q2 2021. 2,730 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Paces Ferry Wealth Advisors held 6,344 shares of iShares Russell 2000 ETF worth $1.91M as of Q2 2026.
Paces Ferry Wealth Advisors sold 153 iShares Russell 2000 ETF shares in Q2 2026, an estimated $43K.
iShares Russell 2000 ETF made up 0.71% of Paces Ferry Wealth Advisors's portfolio in Q2 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 24 quarters since.
Paces Ferry Wealth Advisors's iShares Russell 2000 ETF position peaked at $2.84M in Q2 2021.
2,730 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Paces Ferry Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.