Peregrine Asset Advisers’s iShares Russell 2000 ETF IWM Stock Holding History

Peregrine Asset Advisers’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	$2.98M	Hold	9,926	–	–	0.65%	42
2026 Q1	$2.46M	Sell	9,926 -50	-0.5%	-$12.9K	0.66%	45
2025 Q4	$2.46M	Hold	9,976	–	–	0.69%	41
2025 Q3	$2.41M	Hold	9,976	–	–	0.72%	37
2025 Q2	$2.15M	Hold	9,976	–	–	0.67%	41
2025 Q1	$1.99M	Buy	9,976 +235	+2%	+$51K	0.74%	41
2024 Q4	$2.15M	Hold	9,741	–	–	0.79%	39
2024 Q3	$2.15M	Hold	9,741	–	–	0.74%	41
2024 Q2	$1.98M	Hold	9,741	–	–	0.78%	37
2024 Q1	$2.05M	Hold	9,741	–	–	0.82%	32
2023 Q4	$1.96M	Buy	+9,741	New	+$1.75M	0.95%	31
2020 Q1	–	Sell	-43,526	Closed	-$7.21K	–	141
2019 Q4	$7.21K	Buy	+43,526	New	+$6.88M	1.66%	5

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

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

Peregrine Asset Advisers's IWM Position: Q2 2026 in Review

Peregrine Asset Advisers held its iShares Russell 2000 ETF (IWM) position steady in Q2 2026 at 9,926 shares worth $2.98M. The position accounts for 0.65% of the portfolio, ranked #42.

Peregrine Asset Advisers first reported a position in IWM in Q4 2019 and has held it in 12 quarters since. 2,724 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Peregrine Asset Advisers held 9,926 shares of iShares Russell 2000 ETF worth $2.98M as of Q2 2026.
Peregrine Asset Advisers left its iShares Russell 2000 ETF share count unchanged in Q2 2026.
iShares Russell 2000 ETF made up 0.65% of Peregrine Asset Advisers's portfolio in Q2 2026, its #42 holding.
Peregrine Asset Advisers first reported a position in iShares Russell 2000 ETF in Q4 2019 and has held it in 12 quarters since.
2,724 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Peregrine Asset Advisers's 13F filing for Q2 2026, filed 10 Aug 2026.