Pachira Investments’s iShares Russell 2000 ETF IWM Stock Holding History

Pachira Investments’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	$1.29M	Hold	4,306	–	–	0.49%	38
2026 Q1	$1.07M	Buy	4,306 +14	+0.3%	+$3.61K	0.5%	39
2025 Q4	$1.06M	Buy	4,292 +10	+0.2%	+$2.46K	0.51%	35
2025 Q3	$1.04M	Hold	4,282	–	–	0.58%	32
2025 Q2	$924K	Hold	4,282	–	–	0.7%	28
2025 Q1	$858K	Buy	4,282 +31	+0.7%	+$6.72K	0.6%	28
2024 Q4	$938K	Buy	+4,251	New	+$969K	0.57%	30

Other funds holding IWM

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

AIA

Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return

AHC

Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return

Pachira Investments's IWM Position: Q2 2026 in Review

Pachira Investments held its iShares Russell 2000 ETF (IWM) position steady in Q2 2026 at 4,306 shares worth $1.29M. The position accounts for 0.49% of the portfolio, ranked #38.

Pachira Investments first reported a position in IWM in Q4 2024 and has held it in 7 quarters since. 828 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Pachira Investments held 4,306 shares of iShares Russell 2000 ETF worth $1.29M as of Q2 2026.
Pachira Investments left its iShares Russell 2000 ETF share count unchanged in Q2 2026.
iShares Russell 2000 ETF made up 0.49% of Pachira Investments's portfolio in Q2 2026, its #38 holding.
Pachira Investments first reported a position in iShares Russell 2000 ETF in Q4 2024 and has held it in 7 quarters since.
828 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Pachira Investments's 13F filing for Q2 2026, filed 17 Jul 2026.