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

Perissos Private 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
2026 Q1	$4.03M	Buy	16,253 +997	+7%	+$257K	3.5%	12
2025 Q4	$3.76M	Sell	15,256 -11,396	-43%	-$2.8M	3.24%	9
2025 Q3	$6.45M	Buy	+26,652	New	+$6.12M	4.7%	5
2025 Q1	–	Sell	-14,313	Closed	-$3.16M	–	82
2024 Q4	$3.16M	Sell	14,313 -388	-3%	-$88.5K	2.36%	10
2024 Q3	$3.25M	Buy	14,701 +10,081	+218%	+$2.16M	2.61%	7
2024 Q2	$937K	Buy	+4,620	New	+$934K	0.84%	36

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

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

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

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Perissos Private Wealth Management's IWM Position: Q1 2026 in Review

Perissos Private Wealth Management increased its iShares Russell 2000 ETF (IWM) stake by 6.5% in Q1 2026, buying an estimated $257K and bringing the position to 16,253 shares worth $4.03M. The position accounts for 3.5% of the portfolio, ranked #12.

Perissos Private Wealth Management first reported a position in IWM in Q2 2024 and has held it in 6 quarters since. The position peaked at $6.45M in Q3 2025. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Perissos Private Wealth Management held 16,253 shares of iShares Russell 2000 ETF worth $4.03M as of Q1 2026.
Perissos Private Wealth Management bought 997 iShares Russell 2000 ETF shares in Q1 2026, an estimated $257K.
iShares Russell 2000 ETF made up 3.5% of Perissos Private Wealth Management's portfolio in Q1 2026, its #12 holding.
Perissos Private Wealth Management first reported a position in iShares Russell 2000 ETF in Q2 2024 and has held it in 6 quarters since.
Perissos Private Wealth Management's iShares Russell 2000 ETF position peaked at $6.45M in Q3 2025.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Perissos Private Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.