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Permanent Capital Management’s iShares Russell 2000 ETF IWM Stock Holding History

Permanent Capital 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 		$1.17M Sell
4,202
-1,106
-21% -$285K 0.18% 39
2025
Q4 		$1.31M Buy
5,308
+564
+12% +$139K 0.25% 41
2025
Q3 		$1.15M Buy
+4,744
New +$1.09M 0.21% 48
2025
Q1 		$642K Sell
3,220
-132
-4% -$28.6K 0.18% 28
2024
Q4 		$741K Buy
+3,352
New +$764K 0.23% 24
2024
Q2 		$1.13M Buy
+5,235
New +$1.06M 0.24% 43

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Permanent Capital Management's IWM Position: Q1 2026 in Review

Permanent Capital Management reduced its iShares Russell 2000 ETF (IWM) stake by 21% in Q1 2026, selling an estimated $285K and leaving 4,202 shares worth $1.17M. The position accounts for 0.18% of the portfolio, ranked #39.

Permanent Capital Management first reported a position in IWM in Q2 2024 and has held it in 6 quarters since. The position peaked at $1.31M in Q4 2025. 2,574 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Permanent Capital Management held 4,202 shares of iShares Russell 2000 ETF worth $1.17M as of Q1 2026.
  • Permanent Capital Management sold 1,106 iShares Russell 2000 ETF shares in Q1 2026, an estimated $285K.
  • iShares Russell 2000 ETF made up 0.18% of Permanent Capital Management's portfolio in Q1 2026, its #39 holding.
  • Permanent Capital Management first reported a position in iShares Russell 2000 ETF in Q2 2024 and has held it in 6 quarters since.
  • Permanent Capital Management's iShares Russell 2000 ETF position peaked at $1.31M in Q4 2025.
  • 2,574 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Permanent Capital Management's 13F filing for Q1 2026, filed 14 May 2026.