PFG Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

PFG Advisors’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	$4.56M	Buy	15,183 +440	+3%	+$124K	0.23%	103
2026 Q1	$3.66M	Buy	14,743 +4,347	+42%	+$1.12M	0.18%	142
2025 Q4	$2.56M	Sell	10,396 -3,905	-27%	-$960K	0.12%	196
2025 Q3	$3.46M	Buy	+14,301	New	+$3.28M	0.14%	179
2025 Q2	–	Sell	-24,289	Closed	-$4.85M	–	703
2025 Q1	$4.85M	Buy	24,289 +2,179	+10%	+$473K	0.27%	95
2024 Q4	$4.89M	Buy	22,110 +224	+1%	+$51.1K	0.3%	74
2024 Q3	$4.83M	Buy	21,886 +2,230	+11%	+$477K	0.3%	77
2024 Q2	$3.99M	Buy	19,656 +268	+1%	+$54.2K	0.27%	88
2024 Q1	$4.08M	Buy	19,388 +386	+2%	+$77K	0.3%	79
2023 Q4	$3.81M	Buy	19,002 +12,620	+198%	+$2.26M	0.31%	81
2023 Q3	$1.13M	Sell	6,382 -1,152	-15%	-$216K	0.1%	227
2023 Q2	$1.41M	Buy	7,534 +659	+10%	+$117K	0.11%	224
2023 Q1	$1.23M	Sell	6,875 -628	-8%	-$116K	0.1%	239
2022 Q4	$1.31M	Sell	7,503 -507	-6%	-$90.2K	0.13%	204
2022 Q3	$1.32M	Buy	+8,010	New	+$1.46M	0.15%	178
2022 Q1	–	Sell	-9,168	Closed	-$2.04M	–	482
2021 Q4	$2.04M	Sell	9,168 -1,221	-12%	-$276K	0.2%	144
2021 Q3	$2.27M	Sell	10,389 -208	-2%	-$46.1K	0.25%	117
2021 Q2	$2.43M	Sell	10,597 -1,103	-9%	-$248K	0.28%	102
2021 Q1	$2.58M	Buy	11,700 +1,421	+14%	+$310K	0.33%	79
2020 Q4	$2.02M	Sell	10,279 -289	-3%	-$50.6K	0.34%	80
2020 Q3	$1.69M	Sell	10,568 -2,763	-21%	-$416K	0.32%	89
2020 Q2	$1.88M	Buy	13,331 +5,080	+62%	+$667K	0.42%	71
2020 Q1	$995K	Buy	8,251 +844	+11%	+$126K	0.27%	113
2019 Q4	$1.22M	Buy	7,407 +204	+3%	+$32.2K	0.3%	111
2019 Q3	$1.06M	Sell	7,203 -1,279	-15%	-$195K	0.29%	109
2019 Q2	$1.33M	Sell	8,482 -140	-2%	-$21.6K	0.36%	91
2019 Q1	$1.36M	Sell	8,622 -457	-5%	-$68.7K	0.42%	75
2018 Q4	$1.39M	Buy	9,079 +3,067	+51%	+$458K	0.44%	72
2018 Q3	$912K	Buy	6,012 +842	+16%	+$142K	0.71%	39
2018 Q2	$847K	Buy	5,170 +2,945	+132%	+$471K	0.75%	38
2018 Q1	$338K	Sell	2,225 -95	-4%	-$14.7K	0.32%	88
2017 Q4	$354K	Buy	+2,320	New	+$348K	0.37%	79

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

PFG Advisors's IWM Position: Q2 2026 in Review

PFG Advisors increased its iShares Russell 2000 ETF (IWM) stake by 3% in Q2 2026, buying an estimated $124K and bringing the position to 15,183 shares worth $4.56M. The position accounts for 0.23% of the portfolio, ranked #103.

PFG Advisors first reported a position in IWM in Q4 2017 and has held it in 32 quarters since. The position peaked at $4.89M in Q4 2024. 980 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

PFG Advisors held 15,183 shares of iShares Russell 2000 ETF worth $4.56M as of Q2 2026.
PFG Advisors bought 440 iShares Russell 2000 ETF shares in Q2 2026, an estimated $124K.
iShares Russell 2000 ETF made up 0.23% of PFG Advisors's portfolio in Q2 2026, its #103 holding.
PFG Advisors first reported a position in iShares Russell 2000 ETF in Q4 2017 and has held it in 32 quarters since.
PFG Advisors's iShares Russell 2000 ETF position peaked at $4.89M in Q4 2024.
980 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on PFG Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.