Parcion Private Wealth’s iShares Russell 2000 ETF IWM Stock Holding History

Parcion Private Wealth’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	$272K	Buy	+904	New	+$254K	0.02%	410
2024 Q2	–	Sell	-2,818	Closed	-$593K	–	200
2024 Q1	$593K	Buy	2,818 +37	+1%	+$7.38K	0.05%	129
2023 Q4	$558K	Buy	2,781 +87	+3%	+$15.6K	0.05%	133
2023 Q3	$476K	Buy	+2,694	New	+$506K	0.05%	139

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

Parcion Private Wealth's IWM Position: Q2 2026 in Review

Parcion Private Wealth opened a new position in iShares Russell 2000 ETF (IWM) in Q2 2026: 904 shares worth $272K. The stake represents 0.02% of the portfolio and ranks #410 among its holdings. This is a return to the name: Parcion Private Wealth previously reported a position in IWM as recently as Q1 2024.

Parcion Private Wealth first reported a position in IWM in Q3 2023 and has held it in 4 quarters since. The position peaked at $593K in Q1 2024. 2,740 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Parcion Private Wealth held 904 shares of iShares Russell 2000 ETF worth $272K as of Q2 2026.
iShares Russell 2000 ETF was a new Parcion Private Wealth position in Q2 2026.
iShares Russell 2000 ETF made up 0.02% of Parcion Private Wealth's portfolio in Q2 2026, its #410 holding.
Parcion Private Wealth first reported a position in iShares Russell 2000 ETF in Q3 2023 and has held it in 4 quarters since.
Parcion Private Wealth's iShares Russell 2000 ETF position peaked at $593K in Q1 2024.
2,740 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Parcion Private Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.