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 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

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

AIA

Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

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

Physician Wealth Advisors's IWM Position: Q2 2026 in Review

Physician Wealth Advisors increased its iShares Russell 2000 ETF (IWM) stake by 0.29% in Q2 2026, buying an estimated $562 and bringing the position to 701 shares worth $210K. The position accounts for 0.03% of the portfolio, ranked #210.

Physician Wealth Advisors first reported a position in IWM in Q4 2024 and has held it in 7 quarters since. 938 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Physician Wealth Advisors held 701 shares of iShares Russell 2000 ETF worth $210K as of Q2 2026.
Physician Wealth Advisors bought 2 iShares Russell 2000 ETF shares in Q2 2026, an estimated $562.
iShares Russell 2000 ETF made up 0.03% of Physician Wealth Advisors's portfolio in Q2 2026, its #210 holding.
Physician Wealth Advisors first reported a position in iShares Russell 2000 ETF in Q4 2024 and has held it in 7 quarters since.
938 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.