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

Pasadena 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 Q1	$372K	Hold	1,500	–	–	0.05%	155
2025 Q4	$369K	Hold	1,500	–	–	0.05%	159
2025 Q3	$363K	Sell	1,500 -200	-12%	-$45.9K	0.05%	145
2025 Q2	$367K	Hold	1,700	–	–	0.06%	131
2025 Q1	$339K	Buy	+1,700	New	+$369K	0.07%	135

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

Pasadena Private Wealth's IWM Position: Q1 2026 in Review

Pasadena Private Wealth held its iShares Russell 2000 ETF (IWM) position steady in Q1 2026 at 1,500 shares worth $372K. The position accounts for 0.05% of the portfolio, ranked #155.

Pasadena Private Wealth first reported a position in IWM in Q1 2025 and has held it in 5 quarters since. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Pasadena Private Wealth held 1,500 shares of iShares Russell 2000 ETF worth $372K as of Q1 2026.
Pasadena Private Wealth left its iShares Russell 2000 ETF share count unchanged in Q1 2026.
iShares Russell 2000 ETF made up 0.05% of Pasadena Private Wealth's portfolio in Q1 2026, its #155 holding.
Pasadena Private Wealth first reported a position in iShares Russell 2000 ETF in Q1 2025 and has held it in 5 quarters since.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Pasadena Private Wealth's 13F filing for Q1 2026, filed 22 Apr 2026.