Perbak Capital Partners’s iShares Russell 2000 ETF IWM Stock Holding History

Perbak Capital Partners’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 Q4	–	Sell	-66,615	Closed	-$16.1M	–	280
2025 Q3	$16.1M	Buy	66,615 +21,193	+47%	+$4.86M	2.84%	6
2025 Q2	$9.8M	Buy	45,422 +41,541	+1,070%	+$8.36M	2.22%	8
2025 Q1	$774K	Sell	3,881 -64,677	-94%	-$14M	0.57%	23
2024 Q4	$15.1M	Buy	68,558 +53,325	+350%	+$12.2M	8.09%	2
2024 Q3	$3.36M	Sell	15,233 -10,164	-40%	-$2.17M	2.36%	9
2024 Q2	$5.15M	Buy	+25,397	New	+$5.13M	1.52%	16

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

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

Perbak Capital Partners's IWM Position: Q4 2025 in Review

Perbak Capital Partners sold out of iShares Russell 2000 ETF (IWM) in Q4 2025, closing a stake of 66,615 shares — an estimated $16.1M sold.

Perbak Capital Partners first reported a position in IWM in Q2 2024 and held it in 6 quarters. The position peaked at $16.1M in Q3 2025. 2,606 funds tracked by Wall St. Rank hold IWM as of Q4 2025.

Perbak Capital Partners reported no remaining iShares Russell 2000 ETF position as of Q4 2025 after selling out during the quarter.
Perbak Capital Partners sold 66,615 iShares Russell 2000 ETF shares in Q4 2025, an estimated $16.1M.
Perbak Capital Partners first reported a position in iShares Russell 2000 ETF in Q2 2024 and held it in 6 quarters.
Perbak Capital Partners's iShares Russell 2000 ETF position peaked at $16.1M in Q3 2025.
2,606 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2025.

Based on Perbak Capital Partners's 13F filing for Q4 2025, filed 17 Feb 2026.