Pension & Wealth Management Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Pension & Wealth Management Advisors’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	$66.6K	Hold	221	–	–	0.02%	285
2026 Q1	$54.9K	Buy	221 +1	+0.5%	+$258	0.02%	287
2025 Q4	$54.4K	Hold	220	–	–	0.02%	291
2025 Q3	$53.3K	Sell	220 -72	-25%	-$16.5K	0.02%	266
2025 Q2	$63.2K	Sell	292 -547	-65%	-$110K	0.02%	247
2025 Q1	$167K	Buy	839 +41	+5%	+$8.89K	0.06%	148
2024 Q4	$177K	Buy	798 +620	+348%	+$141K	0.07%	142
2024 Q3	$39.3K	Sell	178 -252	-59%	-$53.9K	0.02%	244
2024 Q2	$87.3K	Buy	430 +1	+0.2%	+$202	0.05%	164
2024 Q1	$90.4K	Sell	429 -1,925	-82%	-$384K	0.06%	152
2023 Q4	$473K	Buy	2,354 +1,926	+450%	+$345K	0.3%	48
2023 Q3	$75.6K	Buy	428 +175	+69%	+$32.9K	0.05%	146
2023 Q2	$47.4K	Hold	253	–	–	0.04%	165
2023 Q1	$45.1K	Buy	253 +98	+63%	+$18K	0.04%	162
2022 Q4	$27.1K	Buy	+155	New	+$27.6K	0.02%	183

Other funds holding IWM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Pension & Wealth Management Advisors's IWM Position: Q2 2026 in Review

Pension & Wealth Management Advisors held its iShares Russell 2000 ETF (IWM) position steady in Q2 2026 at 221 shares worth $66.6K. The position accounts for 0.02% of the portfolio, ranked #285.

Pension & Wealth Management Advisors first reported a position in IWM in Q4 2022 and has held it in 15 quarters since. The position peaked at $473K in Q4 2023. 2,634 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Pension & Wealth Management Advisors held 221 shares of iShares Russell 2000 ETF worth $66.6K as of Q2 2026.
Pension & Wealth Management Advisors left its iShares Russell 2000 ETF share count unchanged in Q2 2026.
iShares Russell 2000 ETF made up 0.02% of Pension & Wealth Management Advisors's portfolio in Q2 2026, its #285 holding.
Pension & Wealth Management Advisors first reported a position in iShares Russell 2000 ETF in Q4 2022 and has held it in 15 quarters since.
Pension & Wealth Management Advisors's iShares Russell 2000 ETF position peaked at $473K in Q4 2023.
2,634 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Pension & Wealth Management Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.