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Pinkerton Retirement Specialists’s iShares Russell 2000 ETF IWM Stock Holding History

Pinkerton Retirement Specialists’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 		$186M Buy
751,445
+741,265
+7,282% +$208M 16% 2
2026
Q1 		$2.51M Sell
10,180
-201
-2% -$51.8K 0.23% 93
2025
Q4 		$2.56M Buy
+10,381
New +$2.55M 0.26% 94
2025
Q1 		– Sell
-2,794
Closed -$617K – 123
2024
Q4 		$617K Sell
2,794
-62,180
-96% -$14.2M 0.09% 101
2024
Q3 		$14.4M Buy
+64,974
New +$13.9M 2.09% 11
2021
Q4 		– Sell
-48,155
Closed -$10.5M – 94
2021
Q3 		$10.5M Sell
48,155
-15,695
-25% -$3.48M 2.04% 16
2021
Q2 		$14.6M Buy
63,850
+3,194
+5% +$718K 2.82% 10
2021
Q1 		$13.4M Buy
+60,656
New +$13.2M 2.81% 11
2018
Q3 		– Sell
-450
Closed -$74K – 189
2018
Q2 		$74K Hold
450
– – 0.03% 79
2018
Q1 		$68K Hold
450
– – 0.03% 76
2017
Q4 		$69K Hold
450
– – 0.03% 79
2017
Q3 		$68K Hold
450
– – 0.03% 60
2017
Q2 		$63K Hold
450
– – 0.04% 61
2017
Q1 		$62K Buy
450
+196
+77% +$26.8K 0.03% 54
2016
Q4 		$34K Sell
254
-232
-48% -$29.6K 0.02% 229
2016
Q3 		$60K Buy
486
+42
+9% +$5.11K 0.03% 203
2016
Q2 		$51K Buy
+444
New +$50.1K 0.03% 195

Other funds holding IWM

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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

Pinkerton Retirement Specialists's IWM Position: Q2 2026 in Review

Pinkerton Retirement Specialists increased its iShares Russell 2000 ETF (IWM) stake by 7,282% in Q2 2026, buying an estimated $208M and bringing the position to 751,445 shares worth $186M. The position accounts for 16% of the portfolio, ranked #2.

Pinkerton Retirement Specialists first reported a position in IWM in Q2 2016 and has held it in 17 quarters since. 1,350 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Pinkerton Retirement Specialists held 751,445 shares of iShares Russell 2000 ETF worth $186M as of Q2 2026.
  • Pinkerton Retirement Specialists bought 741,265 iShares Russell 2000 ETF shares in Q2 2026, an estimated $208M.
  • iShares Russell 2000 ETF made up 16% of Pinkerton Retirement Specialists's portfolio in Q2 2026, its #2 holding.
  • Pinkerton Retirement Specialists first reported a position in iShares Russell 2000 ETF in Q2 2016 and has held it in 17 quarters since.
  • 1,350 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Pinkerton Retirement Specialists's 13F filing for Q2 2026, filed 30 Jul 2026.