Pictet North America Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Pictet North America 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	$311K	Hold	1,036	–	–	0.03%	137
2026 Q1	$257K	Hold	1,036	–	–	0.03%	148
2025 Q4	$255K	Hold	1,036	–	–	0.02%	144
2025 Q3	$251K	Hold	1,036	–	–	0.02%	138
2025 Q2	$224K	Hold	1,036	–	–	0.02%	140
2025 Q1	$207K	Hold	1,036	–	–	0.02%	139
2024 Q4	$229K	Hold	1,036	–	–	0.02%	137
2024 Q3	$229K	Hold	1,036	–	–	0.02%	137
2024 Q2	$210K	Hold	1,036	–	–	0.02%	135
2024 Q1	$218K	Hold	1,036	–	–	0.02%	138
2023 Q4	$208K	Sell	1,036 -250	-19%	-$44.8K	0.03%	127
2023 Q3	$227K	Hold	1,286	–	–	0.03%	122
2023 Q2	$241K	Buy	+1,286	New	+$229K	0.03%	121
2020 Q2	–	Sell	-2,140	Closed	-$245K	–	135
2020 Q1	$245K	Sell	2,140 -250	-10%	-$37.3K	0.04%	123
2019 Q4	$396K	Sell	2,390 -1,800	-43%	-$284K	0.05%	125
2019 Q3	$634K	Buy	4,190 +1,890	+82%	+$289K	0.09%	101
2019 Q2	$358K	Sell	2,300 -2,230	-49%	-$344K	0.05%	123
2019 Q1	$693K	Hold	4,530	–	–	0.1%	100
2018 Q4	$607K	Sell	4,530 -6,593	-59%	-$984K	0.05%	104
2018 Q3	$1.88M	Buy	11,123 +1,290	+13%	+$218K	0.25%	64
2018 Q2	$1.61M	Sell	9,833 -7,204	-42%	-$1.15M	0.24%	59
2018 Q1	$2.59M	Sell	17,037 -26,001	-60%	-$4.02M	0.39%	47
2017 Q4	$6.56M	Sell	43,038 -2,008	-4%	-$302K	1.01%	28
2017 Q3	$6.67M	Sell	45,046 -555	-1%	-$78.1K	1.06%	27
2017 Q2	$6.43M	Sell	45,601 -1,789	-4%	-$248K	1.07%	26
2017 Q1	$6.51M	Buy	47,390 +15,672	+49%	+$2.14M	1.09%	26
2016 Q4	$4.28M	Buy	31,718 +13,825	+77%	+$1.77M	0.94%	25
2016 Q3	$2.22M	Buy	17,893 +2,405	+16%	+$292K	0.53%	32
2016 Q2	$1.78M	Buy	+15,488	New	+$1.75M	0.42%	39
2015 Q4	–	Sell	-45,523	Closed	-$4.97M	–	97
2015 Q3	$4.97M	Buy	+45,523	New	+$5.4M	1.38%	13
2015 Q2	–	Sell	-36,748	Closed	-$4.57M	–	70
2015 Q1	$4.57M	Buy	36,748 +1,498	+4%	+$181K	0.87%	18
2014 Q4	$4.22M	Buy	35,250 +1,714	+5%	+$196K	0.85%	19
2014 Q3	$3.67M	Sell	33,536 -4,490	-12%	-$514K	0.86%	15
2014 Q2	$4.52M	Buy	38,026 +211	+0.6%	+$24K	1.16%	15
2014 Q1	$4.4M	Sell	37,815 -196,530	-84%	-$22.7M	1.2%	17
2013 Q4	$27M	Buy	+234,345	New	+$25.9M	6.06%	7

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

Pictet North America Advisors's IWM Position: Q2 2026 in Review

Pictet North America Advisors held its iShares Russell 2000 ETF (IWM) position steady in Q2 2026 at 1,036 shares worth $311K. The position accounts for 0.03% of the portfolio, ranked #137.

Pictet North America Advisors first reported a position in IWM in Q4 2013 and has held it in 36 quarters since. The position peaked at $27M in Q4 2013. 939 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Pictet North America Advisors held 1,036 shares of iShares Russell 2000 ETF worth $311K as of Q2 2026.
Pictet North America Advisors left its iShares Russell 2000 ETF share count unchanged in Q2 2026.
iShares Russell 2000 ETF made up 0.03% of Pictet North America Advisors's portfolio in Q2 2026, its #137 holding.
Pictet North America Advisors first reported a position in iShares Russell 2000 ETF in Q4 2013 and has held it in 36 quarters since.
Pictet North America Advisors's iShares Russell 2000 ETF position peaked at $27M in Q4 2013.
939 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Pictet North America Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.