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Pinney & Scofield’s iShares Russell 2000 ETF IWM Stock Holding History

Pinney & Scofield’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 		$11.4K Hold
38
– – 0.01% 177
2026
Q1 		$9.42K Hold
38
– – 0.01% 189
2025
Q4 		$9.35K Hold
38
– – 0.01% 175
2025
Q3 		$9.19K Hold
38
– – 0.01% 177
2025
Q2 		$8.2K Hold
38
– – 0.01% 182
2025
Q1 		$7.58K Hold
38
– – 0.01% 178
2024
Q4 		$8.4K Buy
+38
New +$8.66K 0.01% 179

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Treasurer of the State of North Carolina
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
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Pinney & Scofield's IWM Position: Q2 2026 in Review

Pinney & Scofield held its iShares Russell 2000 ETF (IWM) position steady in Q2 2026 at 38 shares worth $11.4K. The position accounts for 0.01% of the portfolio, ranked #177.

Pinney & Scofield first reported a position in IWM in Q4 2024 and has held it in 7 quarters since. 2,724 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Pinney & Scofield held 38 shares of iShares Russell 2000 ETF worth $11.4K as of Q2 2026.
  • Pinney & Scofield left its iShares Russell 2000 ETF share count unchanged in Q2 2026.
  • iShares Russell 2000 ETF made up 0.01% of Pinney & Scofield's portfolio in Q2 2026, its #177 holding.
  • Pinney & Scofield first reported a position in iShares Russell 2000 ETF in Q4 2024 and has held it in 7 quarters since.
  • 2,724 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Pinney & Scofield's 13F filing for Q2 2026, filed 7 Aug 2026.