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Patriot Investment Management Group’s iShares Russell 2000 ETF IWM Stock Holding History

Patriot Investment 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 		$2.09M Hold
6,952
– – 0.12% 72
2026
Q1 		$1.72M Hold
6,952
– – 0.11% 82
2025
Q4 		$1.71M Hold
6,952
– – 0.11% 79
2025
Q3 		$1.68M Sell
6,952
-41
-0.6% -$9.41K 0.11% 79
2025
Q2 		$1.51M Hold
6,993
– – 0.1% 81
2025
Q1 		$1.4M Hold
6,993
– – 0.1% 81
2024
Q4 		$1.55M Sell
6,993
-180
-3% -$41K 0.12% 77
2024
Q3 		$1.58M Sell
7,173
-79
-1% -$16.9K 0.12% 79
2024
Q2 		$1.47M Hold
7,252
– – 0.12% 77
2024
Q1 		$1.53M Hold
7,252
– – 0.12% 75
2023
Q4 		$1.46M Hold
7,252
– – 0.12% 81
2023
Q3 		$1.28M Hold
7,252
– – 0.12% 85
2023
Q2 		$1.36M Hold
7,252
– – 0.11% 88
2023
Q1 		$1.29M Hold
7,252
– – 0.11% 92
2022
Q4 		$1.37M Hold
7,252
– – 0.12% 88
2022
Q3 		$1.2M Hold
7,252
– – 0.12% 89
2022
Q2 		$1.23M Buy
7,252
+474
+7% +$87.4K 0.12% 95
2022
Q1 		$1.39M Hold
6,778
– – 0.12% 95
2021
Q4 		$1.51M Sell
6,778
-106
-2% -$24K 0.13% 90
2021
Q3 		$1.5M Hold
6,884
– – 0.14% 84
2021
Q2 		$1.58M Buy
6,884
+920
+15% +$207K 0.15% 82
2021
Q1 		$1.32M Buy
+5,964
New +$1.3M 0.13% 88
2020
Q4 		– Sell
-6,160
Closed -$922K – 191
2020
Q3 		$922K Sell
6,160
-765
-11% -$115K 0.11% 100
2020
Q2 		$992K Sell
6,925
-45
-0.6% -$5.91K 0.13% 90
2020
Q1 		$797K Hold
6,970
– – 0.12% 95
2019
Q4 		$1.15M Hold
6,970
– – 0.15% 90
2019
Q3 		$1.03M Hold
6,970
– – 0.14% 94
2019
Q2 		$1.08M Sell
6,970
-50
-0.7% -$7.71K 0.15% 91
2019
Q1 		$1.07M Buy
+7,020
New +$1.05M 0.16% 91

Other funds holding IWM

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
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return

Patriot Investment Management Group's IWM Position: Q2 2026 in Review

Patriot Investment Management Group held its iShares Russell 2000 ETF (IWM) position steady in Q2 2026 at 6,952 shares worth $2.09M. The position accounts for 0.12% of the portfolio, ranked #72.

Patriot Investment Management Group first reported a position in IWM in Q1 2019 and has held it in 29 quarters since. 936 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Patriot Investment Management Group held 6,952 shares of iShares Russell 2000 ETF worth $2.09M as of Q2 2026.
  • Patriot Investment Management Group left its iShares Russell 2000 ETF share count unchanged in Q2 2026.
  • iShares Russell 2000 ETF made up 0.12% of Patriot Investment Management Group's portfolio in Q2 2026, its #72 holding.
  • Patriot Investment Management Group first reported a position in iShares Russell 2000 ETF in Q1 2019 and has held it in 29 quarters since.
  • 936 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Patriot Investment Management Group's 13F filing for Q2 2026, filed 15 Jul 2026.