Pettyjohn Wood & White’s iShares Russell 2000 ETF IWM Stock Holding History

Pettyjohn Wood & White’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	$2.07M	Buy	8,340 +125	+2%	+$32.2K	0.33%	66
2025 Q4	$2.02M	Buy	8,215 +132	+2%	+$32.5K	0.32%	66
2025 Q3	$1.96M	Buy	8,083 +103	+1%	+$23.6K	0.32%	66
2025 Q2	$1.72M	Buy	7,980 +169	+2%	+$34K	0.31%	69
2025 Q1	$1.56M	Sell	7,811 -90	-1%	-$19.5K	0.3%	74
2024 Q4	$1.75M	Buy	7,901 +847	+12%	+$193K	0.32%	64
2024 Q3	$1.56M	Buy	7,054 +553	+9%	+$118K	0.29%	74
2024 Q2	$1.32M	Buy	6,501 +292	+5%	+$59K	0.26%	76
2024 Q1	$1.31M	Buy	6,209 +1,550	+33%	+$309K	0.26%	77
2023 Q4	$935K	Buy	4,659 +275	+6%	+$49.3K	0.2%	79
2023 Q3	$775K	Hold	4,384	–	–	0.18%	82
2023 Q2	$821K	Buy	4,384 +12	+0.3%	+$2.14K	0.19%	83
2023 Q1	$780K	Buy	4,372 +78	+2%	+$14.4K	0.19%	80
2022 Q4	$749K	Hold	4,294	–	–	0.19%	83
2022 Q3	$708K	Buy	4,294 +88	+2%	+$16.1K	0.19%	83
2022 Q2	$712K	Buy	4,206 +1,925	+84%	+$355K	0.17%	84
2022 Q1	$468K	Hold	2,281	–	–	0.1%	113
2021 Q4	$507K	Hold	2,281	–	–	0.1%	109
2021 Q3	$499K	Sell	2,281 -100	-4%	-$22.2K	0.11%	105
2021 Q2	$546K	Sell	2,381 -49	-2%	-$11K	0.12%	103
2021 Q1	$537K	Buy	2,430 +432	+22%	+$94.3K	0.13%	101
2020 Q4	$392K	Hold	1,998	–	–	0.1%	113
2020 Q3	$299K	Hold	1,998	–	–	0.09%	115
2020 Q2	$286K	Hold	1,998	–	–	0.09%	117
2020 Q1	$229K	Hold	1,998	–	–	0.09%	122
2019 Q4	$331K	Sell	1,998 -400	-17%	-$63.2K	0.1%	119
2019 Q3	$363K	Hold	2,398	–	–	0.11%	113
2019 Q2	$373K	Hold	2,398	–	–	0.12%	109
2019 Q1	$367K	Hold	2,398	–	–	0.12%	107
2018 Q4	$321K	Hold	2,398	–	–	0.12%	108
2018 Q3	$404K	Hold	2,398	–	–	0.13%	106
2018 Q2	$393K	Hold	2,398	–	–	0.14%	106
2018 Q1	$364K	Hold	2,398	–	–	0.13%	108
2017 Q4	$366K	Sell	2,398 -17	-0.7%	-$2.55K	0.13%	104
2017 Q3	$358K	Hold	2,415	–	–	0.13%	100
2017 Q2	$340K	Buy	2,415 +17	+0.7%	+$2.35K	0.13%	105
2017 Q1	$330K	Hold	2,398	–	–	0.12%	110
2016 Q4	$323K	Hold	2,398	–	–	0.13%	111
2016 Q3	$298K	Hold	2,398	–	–	0.14%	100
2016 Q2	$276K	Hold	2,398	–	–	0.11%	111
2016 Q1	$265K	Hold	2,398	–	–	0.11%	112
2015 Q4	$270K	Hold	2,398	–	–	0.11%	106
2015 Q3	$262K	Hold	2,398	–	–	0.12%	107
2015 Q2	$299K	Hold	2,398	–	–	0.13%	107
2015 Q1	$298K	Hold	2,398	–	–	0.12%	106
2014 Q4	$287K	Hold	2,398	–	–	0.12%	102
2014 Q3	$262K	Sell	2,398 -27	-1%	-$3.09K	0.11%	107
2014 Q2	$288K	Hold	2,425	–	–	0.13%	106
2014 Q1	$282K	Buy	+2,425	New	+$280K	0.13%	105

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Pettyjohn Wood & White's IWM Position: Q1 2026 in Review

Pettyjohn Wood & White increased its iShares Russell 2000 ETF (IWM) stake by 1.5% in Q1 2026, buying an estimated $32.2K and bringing the position to 8,340 shares worth $2.07M. The position accounts for 0.33% of the portfolio, ranked #66.

Pettyjohn Wood & White first reported a position in IWM in Q1 2014 and has held it in 49 quarters since. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Pettyjohn Wood & White held 8,340 shares of iShares Russell 2000 ETF worth $2.07M as of Q1 2026.
Pettyjohn Wood & White bought 125 iShares Russell 2000 ETF shares in Q1 2026, an estimated $32.2K.
iShares Russell 2000 ETF made up 0.33% of Pettyjohn Wood & White's portfolio in Q1 2026, its #66 holding.
Pettyjohn Wood & White first reported a position in iShares Russell 2000 ETF in Q1 2014 and has held it in 49 quarters since.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Pettyjohn Wood & White's 13F filing for Q1 2026, filed 15 May 2026.