PBMares Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History

PBMares Wealth Management’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
2025 Q3	$242K	Hold	1,001	–	–	0.04%	176
2025 Q2	$216K	Sell	1,001 -64	-6%	-$12.9K	0.04%	173
2025 Q1	$213K	Buy	1,065 +65	+7%	+$14.1K	0.04%	184
2024 Q4	$221K	Hold	1,000	–	–	0.05%	182
2024 Q3	$221K	Hold	1,000	–	–	0.05%	181
2024 Q2	$203K	Hold	1,000	–	–	0.05%	176
2024 Q1	$210K	Hold	1,000	–	–	0.05%	171
2023 Q4	$201K	Sell	1,000 -749	-43%	-$134K	0.06%	168
2023 Q3	$309K	Buy	+1,749	New	+$328K	0.11%	128
2022 Q2	–	Sell	-1,460	Closed	-$300K	–	161
2022 Q1	$300K	Hold	1,460	–	–	0.18%	117
2021 Q4	$325K	Hold	1,460	–	–	0.14%	119
2021 Q3	$319K	Buy	1,460 +42	+3%	+$9.31K	0.15%	117
2021 Q2	$325K	Sell	1,418 -99	-7%	-$22.3K	0.18%	113
2021 Q1	$335K	Buy	1,517 +4	+0.3%	+$873	0.27%	102
2020 Q4	$297K	Buy	+1,513	New	+$265K	0.34%	91

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

PBMares Wealth Management's IWM Position: Q3 2025 in Review

PBMares Wealth Management held its iShares Russell 2000 ETF (IWM) position steady in Q3 2025 at 1,001 shares worth $242K. The position accounts for 0.04% of the portfolio, ranked #176.

PBMares Wealth Management first reported a position in IWM in Q4 2020 and has held it in 15 quarters since. The position peaked at $335K in Q1 2021. 2,429 funds tracked by Wall St. Rank hold IWM as of Q3 2025.

PBMares Wealth Management held 1,001 shares of iShares Russell 2000 ETF worth $242K as of Q3 2025.
PBMares Wealth Management left its iShares Russell 2000 ETF share count unchanged in Q3 2025.
iShares Russell 2000 ETF made up 0.04% of PBMares Wealth Management's portfolio in Q3 2025, its #176 holding.
PBMares Wealth Management first reported a position in iShares Russell 2000 ETF in Q4 2020 and has held it in 15 quarters since.
PBMares Wealth Management's iShares Russell 2000 ETF position peaked at $335K in Q1 2021.
2,429 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2025.

Based on PBMares Wealth Management's 13F filing for Q3 2025, filed 27 Oct 2025.