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 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 $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Parr McKnight Wealth Management Group's IWM Position: Q1 2026 in Review

Parr McKnight Wealth Management Group reduced its iShares Russell 2000 ETF (IWM) stake by 28% in Q1 2026, selling an estimated $1.06M and leaving 10,609 shares worth $2.63M. The position accounts for 0.34% of the portfolio, ranked #99.

Parr McKnight Wealth Management Group first reported a position in IWM in Q4 2024 and has held it in 5 quarters since. The position peaked at $3.63M in Q4 2025. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Parr McKnight Wealth Management Group held 10,609 shares of iShares Russell 2000 ETF worth $2.63M as of Q1 2026.
Parr McKnight Wealth Management Group sold 4,127 iShares Russell 2000 ETF shares in Q1 2026, an estimated $1.06M.
iShares Russell 2000 ETF made up 0.34% of Parr McKnight Wealth Management Group's portfolio in Q1 2026, its #99 holding.
Parr McKnight Wealth Management Group first reported a position in iShares Russell 2000 ETF in Q4 2024 and has held it in 5 quarters since.
Parr McKnight Wealth Management Group's iShares Russell 2000 ETF position peaked at $3.63M in Q4 2025.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Parr McKnight Wealth Management Group's 13F filing for Q1 2026, filed 4 May 2026.