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

PFG Investments’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 		$3.75M Sell
12,497
-634
-5% -$178K 0.15% 131
2026
Q1 		$3.26M Buy
13,131
+2,040
+18% +$526K 0.15% 123
2025
Q4 		$2.73M Buy
11,091
+957
+9% +$235K 0.13% 144
2025
Q3 		$2.45M Sell
10,134
-258
-2% -$59.2K 0.13% 147
2025
Q2 		$2.24M Sell
10,392
-2,147
-17% -$432K 0.13% 147
2025
Q1 		$2.5M Sell
12,539
-1,452
-10% -$315K 0.16% 118
2024
Q4 		$3.09M Buy
13,991
+1,175
+9% +$268K 0.19% 93
2024
Q3 		$2.83M Buy
12,816
+1,229
+11% +$263K 0.18% 100
2024
Q2 		$2.35M Sell
11,587
-1,059
-8% -$214K 0.17% 113
2024
Q1 		$2.66M Buy
12,646
+7,719
+157% +$1.54M 0.16% 133
2023
Q4 		$989K Buy
4,927
+1,449
+42% +$260K 0.18% 136
2023
Q3 		$615K Buy
3,478
+32
+0.9% +$6.01K 0.12% 197
2023
Q2 		$645K Buy
3,446
+297
+9% +$53K 0.11% 196
2023
Q1 		$562K Buy
+3,149
New +$580K 0.11% 203

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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
AI
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
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

PFG Investments's IWM Position: Q2 2026 in Review

PFG Investments reduced its iShares Russell 2000 ETF (IWM) stake by 4.8% in Q2 2026, selling an estimated $178K and leaving 12,497 shares worth $3.75M. The position accounts for 0.15% of the portfolio, ranked #131.

PFG Investments first reported a position in IWM in Q1 2023 and has held it in 14 quarters since. 1,202 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • PFG Investments held 12,497 shares of iShares Russell 2000 ETF worth $3.75M as of Q2 2026.
  • PFG Investments sold 634 iShares Russell 2000 ETF shares in Q2 2026, an estimated $178K.
  • iShares Russell 2000 ETF made up 0.15% of PFG Investments's portfolio in Q2 2026, its #131 holding.
  • PFG Investments first reported a position in iShares Russell 2000 ETF in Q1 2023 and has held it in 14 quarters since.
  • 1,202 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.