PCA Investment Advisory Services’s iShares Russell 2000 ETF IWM Stock Holding History

PCA Investment Advisory Services’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 Q1	–	Sell	-2,391	Closed	-$528K	–	97
2024 Q4	$528K	Sell	2,391 -786	-25%	-$179K	0.24%	60
2024 Q3	$702K	Sell	3,177 -112	-3%	-$24K	0.33%	46
2024 Q2	$667K	Sell	3,289 -26,918	-89%	-$5.44M	0.35%	45
2024 Q1	$6.35M	Buy	30,207 +4,245	+16%	+$847K	3.57%	7
2023 Q4	$5.21M	Buy	+25,962	New	+$4.65M	3.44%	7

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

PCA Investment Advisory Services's IWM Position: Q1 2025 in Review

PCA Investment Advisory Services sold out of iShares Russell 2000 ETF (IWM) in Q1 2025, closing a stake of 2,391 shares — an estimated $528K sold.

PCA Investment Advisory Services first reported a position in IWM in Q4 2023 and held it in 5 quarters. The position peaked at $6.35M in Q1 2024. 2,359 funds tracked by Wall St. Rank hold IWM as of Q1 2025.

PCA Investment Advisory Services reported no remaining iShares Russell 2000 ETF position as of Q1 2025 after selling out during the quarter.
PCA Investment Advisory Services sold 2,391 iShares Russell 2000 ETF shares in Q1 2025, an estimated $528K.
PCA Investment Advisory Services first reported a position in iShares Russell 2000 ETF in Q4 2023 and held it in 5 quarters.
PCA Investment Advisory Services's iShares Russell 2000 ETF position peaked at $6.35M in Q1 2024.
2,359 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2025.

Based on PCA Investment Advisory Services's 13F filing for Q1 2025, filed 5 May 2025.