PFW Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

PFW Advisors’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 Q3	$6.75M	Sell	24,288 -301	-1%	-$88.4K	2%	11
2026 Q2	$7.39M	Sell	24,589 -246	-1%	-$69.1K	2.15%	10
2026 Q1	$6.16M	Sell	24,835 -2,021	-8%	-$521K	1.94%	12
2025 Q4	$6.61M	Sell	26,856 -678	-2%	-$167K	2%	12
2025 Q3	$6.66M	Sell	27,534 -1,769	-6%	-$406K	1.97%	9
2025 Q2	$6.32M	Sell	29,303 -1,135	-4%	-$228K	1.95%	11
2025 Q1	$6.07M	Sell	30,438 -1,282	-4%	-$278K	1.9%	11
2024 Q4	$7.01M	Buy	+31,720	New	+$7.23M	2.16%	9
2024 Q2	$9.7M	Sell	47,827 -1,137	-2%	-$230K	3.09%	6
2024 Q1	$10.3M	Sell	48,964 -2,120	-4%	-$423K	3.15%	6
2023 Q4	$10.3M	Buy	51,084 +1,122	+2%	+$201K	3.28%	7
2023 Q3	$8.83M	Buy	49,962 +123	+0.2%	+$23.1K	3.12%	7
2023 Q2	$9.5M	Buy	+49,839	New	+$8.89M	3.18%	8
2019 Q3	$7.06M	Buy	+31,939	New	+$4.88M	2.13%	9

Other funds holding IWM

MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.78% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $879M AUM 20.03% 1-Year Est. Return

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return

OFS Enterprise Kearney, Nebraska $382M AUM

Edge Wealth Management New York $666M AUM 17.64% 1-Year Est. Return

PFW Advisors's IWM Position: Q3 2026 in Review

PFW Advisors reduced its iShares Russell 2000 ETF (IWM) stake by 1.2% in Q3 2026, selling an estimated $88.4K and leaving 24,288 shares worth $6.75M. The position accounts for 2% of the portfolio, ranked #11.

PFW Advisors first reported a position in IWM in Q3 2019 and has held it in 14 quarters since. The position peaked at $10.3M in Q1 2024. 755 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

PFW Advisors held 24,288 shares of iShares Russell 2000 ETF worth $6.75M as of Q3 2026.
PFW Advisors sold 301 iShares Russell 2000 ETF shares in Q3 2026, an estimated $88.4K.
iShares Russell 2000 ETF made up 2% of PFW Advisors's portfolio in Q3 2026, its #11 holding.
PFW Advisors first reported a position in iShares Russell 2000 ETF in Q3 2019 and has held it in 14 quarters since.
PFW Advisors's iShares Russell 2000 ETF position peaked at $10.3M in Q1 2024.
755 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on PFW Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.