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 Q2	$6.27M	Buy	20,876 +4,623	+28%	+$1.3M	4.23%	5
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 $1.55T 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

Perissos Private Wealth Management's IWM Position: Q2 2026 in Review

Perissos Private Wealth Management increased its iShares Russell 2000 ETF (IWM) stake by 28% in Q2 2026, buying an estimated $1.3M and bringing the position to 20,876 shares worth $6.27M. The position accounts for 4.23% of the portfolio, ranked #5.

Perissos Private Wealth Management first reported a position in IWM in Q2 2024 and has held it in 7 quarters since. The position peaked at $6.45M in Q3 2025. 2,737 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Perissos Private Wealth Management held 20,876 shares of iShares Russell 2000 ETF worth $6.27M as of Q2 2026.
Perissos Private Wealth Management bought 4,623 iShares Russell 2000 ETF shares in Q2 2026, an estimated $1.3M.
iShares Russell 2000 ETF made up 4.23% of Perissos Private Wealth Management's portfolio in Q2 2026, its #5 holding.
Perissos Private Wealth Management first reported a position in iShares Russell 2000 ETF in Q2 2024 and has held it in 7 quarters since.
Perissos Private Wealth Management's iShares Russell 2000 ETF position peaked at $6.45M in Q3 2025.
2,737 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Perissos Private Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.