Physician Wealth Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Physician Wealth 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	$216K	Buy	777 +76	+11%	+$22.3K	0.02%	212
2026 Q2	$210K	Buy	701 +2	+0.3%	+$562	0.03%	210
2026 Q1	$173K	Buy	699 +77	+12%	+$19.9K	0.02%	210
2025 Q4	$153K	Buy	622 +2	+0.3%	+$492	0.02%	229
2025 Q3	$150K	Buy	620 +2	+0.3%	+$459	0.02%	228
2025 Q2	$133K	Buy	618 +2	+0.3%	+$402	0.02%	234
2025 Q1	$123K	Buy	616 +1	+0.2%	+$217	0.02%	233
2024 Q4	$136K	Buy	+615	New	+$140K	0.02%	222

Other funds holding IWM

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $42.4B AUM 11.51% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

HRT Financial New York $57.2B AUM 52.85% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $64.4B AUM 36.06% 1-Year Est. Return

Physician Wealth Advisors's IWM Position: Q3 2026 in Review

Physician Wealth Advisors increased its iShares Russell 2000 ETF (IWM) stake by 11% in Q3 2026, buying an estimated $22.3K and bringing the position to 777 shares worth $216K. The position accounts for 0.02% of the portfolio, ranked #212.

Physician Wealth Advisors first reported a position in IWM in Q4 2024 and has held it in 8 quarters since. 2,379 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

Physician Wealth Advisors held 777 shares of iShares Russell 2000 ETF worth $216K as of Q3 2026.
Physician Wealth Advisors bought 76 iShares Russell 2000 ETF shares in Q3 2026, an estimated $22.3K.
iShares Russell 2000 ETF made up 0.02% of Physician Wealth Advisors's portfolio in Q3 2026, its #212 holding.
Physician Wealth Advisors first reported a position in iShares Russell 2000 ETF in Q4 2024 and has held it in 8 quarters since.
2,379 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.