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PFS Partners’s iShares Russell 2000 ETF IWM Stock Holding History

PFS Partners’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 		$85.1K Buy
343
+3
+0.9% +$774 0.04% 135
2025
Q4 		$83.7K Hold
340
– – 0.04% 135
2025
Q3 		$82.3K Buy
340
+40
+13% +$9.18K 0.04% 127
2025
Q2 		$64.7K Buy
300
+30
+11% +$6.04K 0.03% 143
2025
Q1 		$53.9K Buy
270
+135
+100% +$29.3K 0.03% 142
2024
Q4 		$29.8K Buy
135
+30
+29% +$6.84K 0.02% 182
2024
Q3 		$23.2K Buy
105
+30
+40% +$6.42K 0.01% 203
2024
Q2 		$15.2K Hold
75
– – 0.01% 224
2024
Q1 		$15.8K Buy
+75
New +$15K 0.01% 226
2022
Q3 		– Sell
-75
Closed -$12.7K – 367
2022
Q2 		$12.7K Buy
+75
New +$13.8K 0.01% 177

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

PFS Partners's IWM Position: Q1 2026 in Review

PFS Partners increased its iShares Russell 2000 ETF (IWM) stake by 0.88% in Q1 2026, buying an estimated $774 and bringing the position to 343 shares worth $85.1K. The position accounts for 0.04% of the portfolio, ranked #135.

PFS Partners first reported a position in IWM in Q2 2022 and has held it in 10 quarters since. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • PFS Partners held 343 shares of iShares Russell 2000 ETF worth $85.1K as of Q1 2026.
  • PFS Partners bought 3 iShares Russell 2000 ETF shares in Q1 2026, an estimated $774.
  • iShares Russell 2000 ETF made up 0.04% of PFS Partners's portfolio in Q1 2026, its #135 holding.
  • PFS Partners first reported a position in iShares Russell 2000 ETF in Q2 2022 and has held it in 10 quarters since.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on PFS Partners's 13F filing for Q1 2026, filed 9 Apr 2026.