PHS
IWM icon

PFM Health Sciences’s iShares Russell 2000 ETF IWM Stock Holding History

PFM Health Sciences’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
2025
Q1 		– Sell
-54,800
Closed -$12.1M – 79
2024
Q4 		$12.1M Buy
+54,800
New +$12.5M 0.75% 37
2024
Q2 		– Sell
-88,600
Closed -$18.6M – 88
2024
Q1 		$18.6M Buy
+88,600
New +$17.7M 0.88% 41
2020
Q3 		– Sell
-85,200
Closed -$12.2M – 89
2020
Q2 		$12.2M Buy
+85,200
New +$11.2M 0.63% 54

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

PFM Health Sciences's IWM Position: Q2 2024 in Review

PFM Health Sciences sold out of iShares Russell 2000 ETF (IWM) in Q2 2024, closing a stake of 99,115 shares — an estimated $20M sold.

PFM Health Sciences first reported a position in IWM in Q3 2017 and held it in 2 quarters. The position peaked at $24M in Q3 2017. 2,156 funds tracked by Wall St. Rank hold IWM as of Q2 2024.

  • PFM Health Sciences reported no remaining iShares Russell 2000 ETF position as of Q2 2024 after selling out during the quarter.
  • PFM Health Sciences sold 99,115 iShares Russell 2000 ETF shares in Q2 2024, an estimated $20M.
  • PFM Health Sciences first reported a position in iShares Russell 2000 ETF in Q3 2017 and held it in 2 quarters.
  • PFM Health Sciences's iShares Russell 2000 ETF position peaked at $24M in Q3 2017.
  • 2,156 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2024.

Based on PFM Health Sciences's 13F filing for Q2 2024, filed 14 Aug 2024.