Pin Oak Investment Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Pin Oak Investment 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	$16K	Buy	+54	New	+$15.2K	0.01%	332
2025 Q1	–	Sell	-90	Closed	-$20K	–	463
2024 Q4	$20K	Hold	90	–	–	0.02%	272
2024 Q3	$19K	Hold	90	–	–	0.02%	277
2024 Q2	$18K	Hold	90	–	–	0.02%	272
2024 Q1	$19K	Hold	90	–	–	0.02%	268
2023 Q4	$18K	Hold	90	–	–	0.02%	277
2023 Q3	$16K	Sell	90 -10	-10%	-$1.88K	0.02%	276
2023 Q2	$19K	Buy	+100	New	+$17.8K	0.02%	259
2019 Q2	–	Sell	-110	Closed	-$17K	–	472
2019 Q1	$17K	Hold	110	–	–	0.01%	273
2018 Q4	$15K	Hold	110	–	–	0.01%	275
2018 Q3	$19K	Hold	110	–	–	0.01%	261
2018 Q2	$18K	Hold	110	–	–	0.01%	278
2018 Q1	$17K	Sell	110 -64	-37%	-$9.88K	0.01%	285
2017 Q4	$27K	Buy	+174	New	+$26.1K	0.02%	252

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Pin Oak Investment Advisors's IWM Position: Q2 2026 in Review

Pin Oak Investment Advisors opened a new position in iShares Russell 2000 ETF (IWM) in Q2 2026: 54 shares worth $16K. The stake represents 0.01% of the portfolio and ranks #332 among its holdings. This is a return to the name: Pin Oak Investment Advisors previously reported a position in IWM as recently as Q4 2024.

Pin Oak Investment Advisors first reported a position in IWM in Q4 2017 and has held it in 14 quarters since. The position peaked at $27K in Q4 2017. 2,740 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Pin Oak Investment Advisors held 54 shares of iShares Russell 2000 ETF worth $16K as of Q2 2026.
iShares Russell 2000 ETF was a new Pin Oak Investment Advisors position in Q2 2026.
iShares Russell 2000 ETF made up 0.01% of Pin Oak Investment Advisors's portfolio in Q2 2026, its #332 holding.
Pin Oak Investment Advisors first reported a position in iShares Russell 2000 ETF in Q4 2017 and has held it in 14 quarters since.
Pin Oak Investment Advisors's iShares Russell 2000 ETF position peaked at $27K in Q4 2017.
2,740 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Pin Oak Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.