Parr McKnight Wealth Management Group’s iShares Russell 2000 ETF IWM Stock Holding History

Parr McKnight Wealth Management Group’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	$3.19M	Hold	10,609	–	–	0.38%	89
2026 Q1	$2.63M	Sell	10,609 -4,127	-28%	-$1.06M	0.34%	99
2025 Q4	$3.63M	Buy	+14,736	New	+$3.62M	0.48%	70
2025 Q3	–	Sell	-15,989	Closed	-$3.45M	–	229
2025 Q2	$3.45M	Buy	15,989 +764	+5%	+$154K	0.47%	69
2025 Q1	$3.04M	Sell	15,225 -1,004	-6%	-$218K	0.44%	72
2024 Q4	$3.59M	Buy	+16,229	New	+$3.7M	0.51%	57

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

Parr McKnight Wealth Management Group's IWM Position: Q2 2026 in Review

Parr McKnight Wealth Management Group held its iShares Russell 2000 ETF (IWM) position steady in Q2 2026 at 10,609 shares worth $3.19M. The position accounts for 0.38% of the portfolio, ranked #89.

Parr McKnight Wealth Management Group first reported a position in IWM in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.63M in Q4 2025. 2,738 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Parr McKnight Wealth Management Group held 10,609 shares of iShares Russell 2000 ETF worth $3.19M as of Q2 2026.
Parr McKnight Wealth Management Group left its iShares Russell 2000 ETF share count unchanged in Q2 2026.
iShares Russell 2000 ETF made up 0.38% of Parr McKnight Wealth Management Group's portfolio in Q2 2026, its #89 holding.
Parr McKnight Wealth Management Group first reported a position in iShares Russell 2000 ETF in Q4 2024 and has held it in 6 quarters since.
Parr McKnight Wealth Management Group's iShares Russell 2000 ETF position peaked at $3.63M in Q4 2025.
2,738 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Parr McKnight Wealth Management Group's 13F filing for Q2 2026, filed 5 Aug 2026.