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Petix & Botte Financial’s iShares Russell 2000 ETF IWM Stock Holding History

Petix & Botte Financial’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 		$1.3M Sell
2,614
-3,306
-56% -$853K 0.29% 51
2025
Q4 		$1.46M Sell
5,920
-29
-0.5% -$7.13K 0.33% 49
2025
Q3 		$1.44M Sell
5,949
-305
-5% -$70K 0.33% 49
2025
Q2 		$1.35M Sell
6,254
-360
-5% -$72.4K 0.33% 50
2025
Q1 		$1.32M Sell
6,614
-1,138
-15% -$247K 0.35% 49
2024
Q4 		$1.71M Sell
7,752
-624
-7% -$142K 0.45% 43
2024
Q3 		$1.85M Buy
8,376
+1
+0% +$214 0.49% 33
2024
Q2 		$1.7M Buy
8,375
+3,819
+84% +$772K 0.48% 35
2024
Q1 		$958K Sell
4,556
-3,993
-47% -$797K 0.24% 69
2023
Q4 		$1.72M Sell
8,549
-666
-7% -$119K 0.51% 31
2023
Q3 		$1.63M Buy
9,215
+35
+0.4% +$6.57K 0.51% 28
2023
Q2 		$1.72M Buy
9,180
+4,799
+110% +$856K 0.53% 30
2023
Q1 		$782K Buy
+4,381
New +$807K 0.53% 34
2022
Q3 		$760K Sell
4,606
-17
-0.4% -$3.1K 0.58% 33
2022
Q2 		$783K Sell
4,623
-6,062
-57% -$1.12M 0.58% 32
2022
Q1 		$2.19M Buy
10,685
+5,480
+105% +$1.12M 0.68% 29
2021
Q4 		$1.16M Sell
5,205
-8,515
-62% -$1.92M 0.74% 29
2021
Q3 		$3M Buy
13,720
+5,498
+67% +$1.22M 1.02% 26
2021
Q2 		$1.89M Sell
8,222
-1,260
-13% -$283K 1.32% 23
2021
Q1 		$2.1M Sell
9,482
-1,028
-10% -$224K 1.55% 19
2020
Q4 		$2.06M Sell
10,510
-2,698
-20% -$472K 1.54% 19
2020
Q3 		$1.98M Sell
13,208
-22,169
-63% -$3.34M 1.58% 18
2020
Q2 		$2.59M Buy
35,377
+17,151
+94% +$2.25M 2.14% 16
2020
Q1 		$2.09M Sell
18,226
-3,265
-15% -$487K 2.03% 16
2019
Q4 		$3.56M Buy
+21,491
New +$3.4M 2.8% 13

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 $5.72T AUM 30.48% 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 $235B AUM 32.99% 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

Petix & Botte Financial's IWM Position: Q1 2026 in Review

Petix & Botte Financial reduced its iShares Russell 2000 ETF (IWM) stake by 56% in Q1 2026, selling an estimated $853K and leaving 2,614 shares worth $1.3M. The position accounts for 0.29% of the portfolio, ranked #51.

Petix & Botte Financial first reported a position in IWM in Q4 2019 and has held it in 25 quarters since. The position peaked at $3.56M in Q4 2019. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Petix & Botte Financial held 2,614 shares of iShares Russell 2000 ETF worth $1.3M as of Q1 2026.
  • Petix & Botte Financial sold 3,306 iShares Russell 2000 ETF shares in Q1 2026, an estimated $853K.
  • iShares Russell 2000 ETF made up 0.29% of Petix & Botte Financial's portfolio in Q1 2026, its #51 holding.
  • Petix & Botte Financial first reported a position in iShares Russell 2000 ETF in Q4 2019 and has held it in 25 quarters since.
  • Petix & Botte Financial's iShares Russell 2000 ETF position peaked at $3.56M in Q4 2019.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Petix & Botte Financial's 13F filing for Q1 2026, filed 30 Apr 2026.