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 Q2	$76K	Sell	253 -90	-26%	-$25.3K	0.03%	160
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

PFS Partners's IWM Position: Q2 2026 in Review

PFS Partners reduced its iShares Russell 2000 ETF (IWM) stake by 26% in Q2 2026, selling an estimated $25.3K and leaving 253 shares worth $76K. The position accounts for 0.03% of the portfolio, ranked #160.

PFS Partners first reported a position in IWM in Q2 2022 and has held it in 11 quarters since. The position peaked at $85.1K in Q1 2026. 2,730 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

PFS Partners held 253 shares of iShares Russell 2000 ETF worth $76K as of Q2 2026.
PFS Partners sold 90 iShares Russell 2000 ETF shares in Q2 2026, an estimated $25.3K.
iShares Russell 2000 ETF made up 0.03% of PFS Partners's portfolio in Q2 2026, its #160 holding.
PFS Partners first reported a position in iShares Russell 2000 ETF in Q2 2022 and has held it in 11 quarters since.
PFS Partners's iShares Russell 2000 ETF position peaked at $85.1K in Q1 2026.
2,730 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on PFS Partners's 13F filing for Q2 2026, filed 20 Jul 2026.