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Pineridge Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Pineridge 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
2025
Q3 		$10.9K Sell
45
-145
-76% -$33.3K ﹤0.01% 199
2025
Q2 		$41.1K Buy
190
+92
+94% +$18.5K 0.01% 117
2025
Q1 		$19.6K Sell
98
-306
-76% -$66.4K 0.01% 176
2024
Q4 		$89.2K Sell
404
-47
-10% -$10.7K 0.03% 99
2024
Q3 		$99.6K Sell
451
-15
-3% -$3.21K 0.04% 97
2024
Q2 		$94.5K Buy
466
+296
+174% +$59.8K 0.03% 102
2024
Q1 		$35.7K Sell
170
-22
-11% -$4.39K 0.01% 163
2023
Q4 		$38.5K Buy
+192
New +$34.4K 0.01% 189

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

Pineridge Advisors's IWM Position: Q3 2025 in Review

Pineridge Advisors reduced its iShares Russell 2000 ETF (IWM) stake by 76% in Q3 2025, selling an estimated $33.3K and leaving 45 shares worth $10.9K. The position accounts for ﹤0.01% of the portfolio, ranked #199.

Pineridge Advisors first reported a position in IWM in Q4 2023 and has held it in 8 quarters since. The position peaked at $99.6K in Q3 2024. 2,429 funds tracked by Wall St. Rank hold IWM as of Q3 2025.

  • Pineridge Advisors held 45 shares of iShares Russell 2000 ETF worth $10.9K as of Q3 2025.
  • Pineridge Advisors sold 145 iShares Russell 2000 ETF shares in Q3 2025, an estimated $33.3K.
  • iShares Russell 2000 ETF made up ﹤0.01% of Pineridge Advisors's portfolio in Q3 2025, its #199 holding.
  • Pineridge Advisors first reported a position in iShares Russell 2000 ETF in Q4 2023 and has held it in 8 quarters since.
  • Pineridge Advisors's iShares Russell 2000 ETF position peaked at $99.6K in Q3 2024.
  • 2,429 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2025.

Based on Pineridge Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.