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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
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 		$9.52M 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

SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VWM
Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return
OE
OFS Enterprise Kearney, Nebraska $392M AUM
EWM
Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return

PFW Advisors's IWM Position: Q2 2026 in Review

PFW Advisors reduced its iShares Russell 2000 ETF (IWM) stake by 0.99% in Q2 2026, selling an estimated $69.1K and leaving 24,589 shares worth $7.39M. The position accounts for 2.15% of the portfolio, ranked #10.

PFW Advisors first reported a position in IWM in Q3 2019 and has held it in 13 quarters since. The position peaked at $10.3M in Q1 2024. 596 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • PFW Advisors held 24,589 shares of iShares Russell 2000 ETF worth $7.39M as of Q2 2026.
  • PFW Advisors sold 246 iShares Russell 2000 ETF shares in Q2 2026, an estimated $69.1K.
  • iShares Russell 2000 ETF made up 2.15% of PFW Advisors's portfolio in Q2 2026, its #10 holding.
  • PFW Advisors first reported a position in iShares Russell 2000 ETF in Q3 2019 and has held it in 13 quarters since.
  • PFW Advisors's iShares Russell 2000 ETF position peaked at $10.3M in Q1 2024.
  • 596 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on PFW Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.