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 Q4	–	Sell	-56,700	Closed	-$13.7M	–	92
2025 Q3	$13.7M	Buy	+56,700	New	+$13M	1.05%	32
2024 Q3	–	Sell	-70,700	Closed	-$14.3M	–	80
2024 Q2	$14.3M	Buy	+70,700	New	+$14.3M	0.71%	40
2018 Q4	–	Sell	-1,364,800	Closed	-$230M	–	111
2018 Q3	$230M	Buy	1,364,800 +125,500	+10%	+$21.2M	3.37%	3
2018 Q2	$203M	Buy	+1,239,300	New	+$198M	3.18%	3
2017 Q3	–	Sell	-37,800	Closed	-$5.33M	–	98
2017 Q2	$5.33M	Buy	+37,800	New	+$5.23M	0.14%	84

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

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

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

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.