Pinnacle Family Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Pinnacle Family 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 Q2	$1.37M	Buy	+4,560	New	+$1.28M	0.57%	36
2024 Q4	–	Sell	-7,760	Closed	-$1.71M	–	119
2024 Q3	$1.71M	Buy	+7,760	New	+$1.66M	0.89%	33
2021 Q4	–	Sell	-1,159	Closed	-$254K	–	134
2021 Q3	$254K	Sell	1,159 -40,593	-97%	-$9M	0.11%	119
2021 Q2	$9.58M	Buy	41,752 +7,021	+20%	+$1.58M	4.18%	7
2021 Q1	$7.67M	Buy	34,731 +32,590	+1,522%	+$7.12M	4.02%	9
2020 Q4	$420K	Buy	+2,141	New	+$375K	0.26%	69
2019 Q1	–	Sell	-71,084	Closed	-$9.52M	–	77
2018 Q4	$9.52M	Buy	+71,084	New	+$10.6M	6.4%	5
2018 Q1	–	Sell	-44,765	Closed	-$6.83M	–	70
2017 Q4	$6.83M	Buy	+44,765	New	+$6.72M	3.15%	8
2017 Q2	–	Sell	-61,140	Closed	-$8.41M	–	74
2017 Q1	$8.41M	Buy	61,140 +12,395	+25%	+$1.69M	5.2%	7
2016 Q4	$6.57M	Buy	+48,745	New	+$6.23M	4.02%	5

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Pinnacle Family Advisors's IWM Position: Q2 2026 in Review

Pinnacle Family Advisors opened a new position in iShares Russell 2000 ETF (IWM) in Q2 2026: 4,560 shares worth $1.37M. The stake represents 0.57% of the portfolio and ranks #36 among its holdings. This is a return to the name: Pinnacle Family Advisors previously reported a position in IWM as recently as Q3 2024.

Pinnacle Family Advisors first reported a position in IWM in Q4 2016 and has held it in 10 quarters since. The position peaked at $9.58M in Q2 2021. 2,737 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Pinnacle Family Advisors held 4,560 shares of iShares Russell 2000 ETF worth $1.37M as of Q2 2026.
iShares Russell 2000 ETF was a new Pinnacle Family Advisors position in Q2 2026.
iShares Russell 2000 ETF made up 0.57% of Pinnacle Family Advisors's portfolio in Q2 2026, its #36 holding.
Pinnacle Family Advisors first reported a position in iShares Russell 2000 ETF in Q4 2016 and has held it in 10 quarters since.
Pinnacle Family Advisors's iShares Russell 2000 ETF position peaked at $9.58M in Q2 2021.
2,737 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Pinnacle Family Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.