Petros Family Wealth’s iShares Russell 2000 ETF IWM Stock Holding History

Petros Family Wealth’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	$1.11M	Sell	3,699 -156	-4%	-$43.8K	0.68%	41
2026 Q1	$956K	Sell	3,855 -359	-9%	-$92.6K	0.68%	44
2025 Q4	$1.04M	Sell	4,214 -3,564	-46%	-$876K	0.69%	44
2025 Q3	$1.88M	Buy	7,778 +123	+2%	+$28.2K	1.58%	15
2025 Q2	$1.65M	Buy	7,655 +518	+7%	+$104K	1.51%	17
2025 Q1	$1.42M	Sell	7,137 -69	-1%	-$15K	1.57%	14
2024 Q4	$1.59M	Buy	+7,206	New	+$1.64M	1.72%	12

Other funds holding IWM

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

AIA

Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return

Petros Family Wealth's IWM Position: Q2 2026 in Review

Petros Family Wealth reduced its iShares Russell 2000 ETF (IWM) stake by 4% in Q2 2026, selling an estimated $43.8K and leaving 3,699 shares worth $1.11M. The position accounts for 0.68% of the portfolio, ranked #41.

Petros Family Wealth first reported a position in IWM in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.88M in Q3 2025. 1,015 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Petros Family Wealth held 3,699 shares of iShares Russell 2000 ETF worth $1.11M as of Q2 2026.
Petros Family Wealth sold 156 iShares Russell 2000 ETF shares in Q2 2026, an estimated $43.8K.
iShares Russell 2000 ETF made up 0.68% of Petros Family Wealth's portfolio in Q2 2026, its #41 holding.
Petros Family Wealth first reported a position in iShares Russell 2000 ETF in Q4 2024 and has held it in 7 quarters since.
Petros Family Wealth's iShares Russell 2000 ETF position peaked at $1.88M in Q3 2025.
1,015 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Petros Family Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.