Pine Ridge Advisers’s iShares Russell 2000 ETF IWM Stock Holding History

Pine Ridge Advisers’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 Q1	$6.45M	Hold	26,022	–	–	0.4%	26
2025 Q4	$6.41M	Hold	26,022	–	–	0.38%	26
2025 Q3	$6.3M	Hold	26,022	–	–	0.37%	23
2025 Q2	$5.62M	Hold	26,022	–	–	0.35%	27
2025 Q1	$5.19M	Buy	26,022 +6,860	+36%	+$1.49M	0.44%	22
2024 Q4	$4.23M	Hold	19,162	–	–	0.38%	23
2024 Q3	$4.23M	Hold	19,162	–	–	0.42%	23
2024 Q2	$3.89M	Hold	19,162	–	–	0.41%	22
2024 Q1	$4.03M	Hold	19,162	–	–	0.47%	20
2023 Q4	$3.85M	Hold	19,162	–	–	0.68%	16
2023 Q3	$3.39M	Hold	19,162	–	–	0.72%	16
2023 Q2	$3.59M	Sell	19,162 -489	-2%	-$87.2K	0.79%	15
2023 Q1	$3.51M	Hold	19,651	–	–	0.73%	17
2022 Q4	$3.43M	Buy	+19,651	New	+$3.49M	0.91%	17

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Pine Ridge Advisers's IWM Position: Q1 2026 in Review

Pine Ridge Advisers held its iShares Russell 2000 ETF (IWM) position steady in Q1 2026 at 26,022 shares worth $6.45M. The position accounts for 0.4% of the portfolio, ranked #26.

Pine Ridge Advisers first reported a position in IWM in Q4 2022 and has held it in 14 quarters since. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Pine Ridge Advisers held 26,022 shares of iShares Russell 2000 ETF worth $6.45M as of Q1 2026.
Pine Ridge Advisers left its iShares Russell 2000 ETF share count unchanged in Q1 2026.
iShares Russell 2000 ETF made up 0.4% of Pine Ridge Advisers's portfolio in Q1 2026, its #26 holding.
Pine Ridge Advisers first reported a position in iShares Russell 2000 ETF in Q4 2022 and has held it in 14 quarters since.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Pine Ridge Advisers's 13F filing for Q1 2026, filed 18 May 2026.