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

Pinion 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
Q1 		$494K Hold
1,990
– – 0.12% 111
2025
Q4 		$490K Sell
1,990
-86
-4% -$21.1K 0.12% 110
2025
Q3 		$518K Buy
2,076
+30
+1% +$6.88K 0.14% 107
2025
Q2 		$442K Buy
+2,046
New +$412K 0.15% 109
2024
Q2 		– Sell
-1,416
Closed -$298K – 152
2024
Q1 		$298K Buy
1,416
+18
+1% +$3.59K 0.15% 119
2023
Q4 		$281K Sell
1,398
-425
-23% -$76.1K 0.17% 120
2023
Q3 		$322K Buy
1,823
+425
+30% +$79.8K 0.21% 116
2023
Q2 		$262K Buy
+1,398
New +$249K 0.18% 139
2022
Q4 		– Sell
-1,774
Closed -$293K – 141
2022
Q3 		$293K Sell
1,774
-19
-1% -$3.46K 0.26% 119
2022
Q2 		$304K Sell
1,793
-5,272
-75% -$972K 0.25% 123
2022
Q1 		$1.45M Sell
7,065
-405
-5% -$82.6K 1.01% 15
2021
Q4 		$1.66M Buy
7,470
+87
+1% +$19.7K 1.12% 15
2021
Q3 		$1.61M Buy
7,383
+298
+4% +$66.1K 1.3% 11
2021
Q2 		$1.63M Buy
7,085
+5,437
+330% +$1.22M 1.31% 11
2021
Q1 		$364K Buy
+1,648
New +$360K 0.34% 107

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Pinion Investment Advisors's IWM Position: Q1 2026 in Review

Pinion Investment Advisors held its iShares Russell 2000 ETF (IWM) position steady in Q1 2026 at 1,990 shares worth $494K. The position accounts for 0.12% of the portfolio, ranked #111.

Pinion Investment Advisors first reported a position in IWM in Q1 2021 and has held it in 15 quarters since. The position peaked at $1.66M in Q4 2021. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Pinion Investment Advisors held 1,990 shares of iShares Russell 2000 ETF worth $494K as of Q1 2026.
  • Pinion Investment Advisors left its iShares Russell 2000 ETF share count unchanged in Q1 2026.
  • iShares Russell 2000 ETF made up 0.12% of Pinion Investment Advisors's portfolio in Q1 2026, its #111 holding.
  • Pinion Investment Advisors first reported a position in iShares Russell 2000 ETF in Q1 2021 and has held it in 15 quarters since.
  • Pinion Investment Advisors's iShares Russell 2000 ETF position peaked at $1.66M in Q4 2021.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Pinion Investment Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.