Permanens Capital’s iShares Russell 2000 ETF IWM Stock Holding History

Permanens Capital’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	$220K	Sell	732 -183	-20%	-$51.4K	0.02%	91
2026 Q1	$227K	Buy	+915	New	+$236K	0.03%	79
2024 Q1	–	Sell	-21,855	Closed	-$4.39M	–	27
2023 Q4	$4.39M	Buy	+21,855	New	+$3.92M	0.85%	14
2021 Q3	–	Sell	-685	Closed	-$157K	–	71
2021 Q2	$157K	Buy	685 +5	+0.7%	+$1.12K	0.03%	47
2021 Q1	$150K	Hold	680	–	–	0.03%	64
2020 Q4	$133K	Buy	+680	New	+$119K	0.03%	68

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

Permanens Capital's IWM Position: Q2 2026 in Review

Permanens Capital reduced its iShares Russell 2000 ETF (IWM) stake by 20% in Q2 2026, selling an estimated $51.4K and leaving 732 shares worth $220K. The position accounts for 0.02% of the portfolio, ranked #91.

Permanens Capital first reported a position in IWM in Q4 2020 and has held it in 6 quarters since. The position peaked at $4.39M in Q4 2023. 2,725 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Permanens Capital held 732 shares of iShares Russell 2000 ETF worth $220K as of Q2 2026.
Permanens Capital sold 183 iShares Russell 2000 ETF shares in Q2 2026, an estimated $51.4K.
iShares Russell 2000 ETF made up 0.02% of Permanens Capital's portfolio in Q2 2026, its #91 holding.
Permanens Capital first reported a position in iShares Russell 2000 ETF in Q4 2020 and has held it in 6 quarters since.
Permanens Capital's iShares Russell 2000 ETF position peaked at $4.39M in Q4 2023.
2,725 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Permanens Capital's 13F filing for Q2 2026, filed 14 Aug 2026.