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Pine Valley Investments’s iShares Russell 2000 ETF IWM Stock Holding History

Pine Valley Investments’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 		– Hold
0
– – – 179
2026
Q1 		– Hold
0
– – – 183
2025
Q4 		– Hold
0
– – – 168
2025
Q3 		– Hold
0
– – – 168
2025
Q2 		– Hold
0
– – – 165
2025
Q1 		– Hold
0
– – – 159
2024
Q4 		– Hold
0
– – – 115
2024
Q3 		– Hold
0
– – – 108
2024
Q2 		– Hold
0
– – – 82
2024
Q1 		– Hold
0
– – – 90
2023
Q4 		– Hold
0
– – – 92
2023
Q3 		– Hold
0
– – – 94
2023
Q2 		– Hold
0
– – – 79
2023
Q1 		– Hold
0
– – – 79

Other funds holding IWM

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
MASUI
MIRAE ASSET SECURITIES (USA) INC. New York $3.58B AUM 45.67% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Pine Valley Investments's IWM Position: Q2 2026 in Review

Pine Valley Investments increased its iShares Russell 2000 ETF (IWM) stake by 11% in Q2 2026, buying an estimated $1.02M and bringing the position to 36,839 shares worth $11.1M. The position accounts for 0.44% of the portfolio, ranked #60.

Pine Valley Investments first reported a position in IWM in Q1 2023 and has held it in 14 quarters since. 1,615 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Pine Valley Investments held 36,839 shares of iShares Russell 2000 ETF worth $11.1M as of Q2 2026.
  • Pine Valley Investments bought 3,640 iShares Russell 2000 ETF shares in Q2 2026, an estimated $1.02M.
  • iShares Russell 2000 ETF made up 0.44% of Pine Valley Investments's portfolio in Q2 2026, its #60 holding.
  • Pine Valley Investments first reported a position in iShares Russell 2000 ETF in Q1 2023 and has held it in 14 quarters since.
  • 1,615 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Pine Valley Investments's 13F filing for Q2 2026, filed 24 Jul 2026.