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Patriot Financial Group Insurance Agency’s iShares Russell 2000 ETF IWM Stock Holding History

Patriot Financial Group Insurance Agency’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 		$235K Sell
783
-455
-37% -$128K 0.02% 445
2026
Q1 		$307K Buy
+1,238
New +$319K 0.02% 560
2025
Q3 		– Sell
-2,776
Closed -$599K – 543
2025
Q2 		$599K Sell
2,776
-69
-2% -$13.9K 0.07% 282
2025
Q1 		$568K Buy
2,845
+156
+6% +$33.8K 0.08% 274
2024
Q4 		$594K Buy
2,689
+864
+47% +$197K 0.08% 261
2024
Q3 		$403K Buy
1,825
+77
+4% +$16.5K 0.05% 325
2024
Q2 		$355K Sell
1,748
-32
-2% -$6.47K 0.05% 327
2024
Q1 		$374K Buy
1,780
+616
+53% +$123K 0.06% 317
2023
Q4 		$234K Sell
1,164
-2,496
-68% -$447K 0.04% 388
2023
Q3 		$647K Sell
3,660
-515
-12% -$96.7K 0.13% 185
2023
Q2 		$782K Buy
4,175
+2,195
+111% +$391K 0.15% 166
2023
Q1 		$353K Buy
1,980
+779
+65% +$143K 0.07% 296
2022
Q4 		$209K Sell
1,201
-801
-40% -$142K 0.03% 389
2022
Q3 		$330K Sell
2,002
-1,287
-39% -$235K 0.08% 279
2022
Q2 		$557K Sell
3,289
-263
-7% -$48.5K 0.11% 187
2022
Q1 		$729K Sell
3,552
-26
-0.7% -$5.3K 0.13% 175
2021
Q4 		$796K Buy
3,578
+126
+4% +$28.5K 0.13% 163
2021
Q3 		$755K Buy
3,452
+70
+2% +$15.5K 0.13% 171
2021
Q2 		$776K Buy
3,382
+1,340
+66% +$301K 0.14% 158
2021
Q1 		$451K Buy
2,042
+1,319
+182% +$288K 0.1% 211
2020
Q4 		$142K Buy
723
+107
+17% +$18.7K 0.04% 416
2020
Q3 		$92K Sell
616
-255
-29% -$38.4K 0.03% 408
2020
Q2 		$125K Sell
871
-47
-5% -$6.17K 0.05% 306
2020
Q1 		$105K Sell
918
-2,326
-72% -$347K 0.05% 311
2019
Q4 		$537K Buy
3,244
+216
+7% +$34.1K 0.2% 105
2019
Q3 		$458K Sell
3,028
-76
-2% -$11.6K 0.21% 99
2019
Q2 		$482K Sell
3,104
-857
-22% -$132K 0.21% 80
2019
Q1 		$606K Buy
3,961
+869
+28% +$131K 0.31% 56
2018
Q4 		$414K Sell
3,092
-31
-1% -$4.63K 0.27% 60
2018
Q3 		$526K Sell
3,123
-430
-12% -$72.6K 0.31% 50
2018
Q2 		$582K Sell
3,553
-314
-8% -$50.2K 0.62% 29
2018
Q1 		$573K Sell
3,867
-356
-8% -$55K 0.42% 53
2017
Q4 		$652K Buy
4,223
+426
+11% +$64K 0.49% 40
2017
Q3 		$567K Buy
3,797
+145
+4% +$20.4K 0.51% 37
2017
Q2 		$511K Buy
3,652
+213
+6% +$29.5K 0.53% 34
2017
Q1 		$462K Buy
3,439
+962
+39% +$131K 0.49% 36
2016
Q4 		$333K Buy
+2,477
New +$317K 0.46% 41

Other funds holding IWM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Patriot Financial Group Insurance Agency's IWM Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency reduced its iShares Russell 2000 ETF (IWM) stake by 37% in Q2 2026, selling an estimated $128K and leaving 783 shares worth $235K. The position accounts for 0.02% of the portfolio, ranked #445.

Patriot Financial Group Insurance Agency first reported a position in IWM in Q4 2016 and has held it in 37 quarters since. The position peaked at $796K in Q4 2021. 1,827 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Patriot Financial Group Insurance Agency held 783 shares of iShares Russell 2000 ETF worth $235K as of Q2 2026.
  • Patriot Financial Group Insurance Agency sold 455 iShares Russell 2000 ETF shares in Q2 2026, an estimated $128K.
  • iShares Russell 2000 ETF made up 0.02% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #445 holding.
  • Patriot Financial Group Insurance Agency first reported a position in iShares Russell 2000 ETF in Q4 2016 and has held it in 37 quarters since.
  • Patriot Financial Group Insurance Agency's iShares Russell 2000 ETF position peaked at $796K in Q4 2021.
  • 1,827 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.