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 Q2	$1.2M	Sell	4,007 -195	-5%	-$54.8K	0.16%	43
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 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

Permanent Capital Management's IWM Position: Q2 2026 in Review

Permanent Capital Management reduced its iShares Russell 2000 ETF (IWM) stake by 4.6% in Q2 2026, selling an estimated $54.8K and leaving 4,007 shares worth $1.2M. The position accounts for 0.16% of the portfolio, ranked #43.

Permanent Capital Management first reported a position in IWM in Q2 2024 and has held it in 7 quarters since. The position peaked at $1.31M in Q4 2025. 2,738 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Permanent Capital Management held 4,007 shares of iShares Russell 2000 ETF worth $1.2M as of Q2 2026.
Permanent Capital Management sold 195 iShares Russell 2000 ETF shares in Q2 2026, an estimated $54.8K.
iShares Russell 2000 ETF made up 0.16% of Permanent Capital Management's portfolio in Q2 2026, its #43 holding.
Permanent Capital Management first reported a position in iShares Russell 2000 ETF in Q2 2024 and has held it in 7 quarters since.
Permanent Capital Management's iShares Russell 2000 ETF position peaked at $1.31M in Q4 2025.
2,738 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Permanent Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.