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Pitti Group Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History

Pitti Group Wealth Management’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 		$1.29M Buy
5,192
+287
+6% +$74K 1.05% 26
2025
Q4 		$1.21M Buy
4,905
+28
+0.6% +$6.88K 0.99% 27
2025
Q3 		$1.18M Sell
4,877
-108
-2% -$24.8K 1% 26
2025
Q2 		$1.08M Sell
4,985
-261
-5% -$52.5K 0.93% 26
2025
Q1 		$1.05M Buy
5,246
+18
+0.3% +$3.9K 1.07% 27
2024
Q4 		$1.16M Sell
5,228
-2,967
-36% -$677K 1.17% 27
2024
Q3 		$1.64M Hold
8,195
– – 1.79% 16
2024
Q2 		$1.64M Buy
8,195
+139
+2% +$28.1K 1.79% 16
2024
Q1 		$1.63M Sell
8,056
-139
-2% -$27.7K 1.82% 16
2023
Q4 		$1.64M Buy
8,195
+148
+2% +$26.5K 1.79% 16
2023
Q3 		$1.42M Buy
8,047
+598
+8% +$112K 1.63% 17
2023
Q2 		$1.39M Sell
7,449
-14
-0.2% -$2.5K 1.56% 20
2023
Q1 		$1.33M Buy
7,463
+47
+0.6% +$8.65K 1.49% 21
2022
Q4 		$1.29M Buy
7,416
+1,116
+18% +$198K 1.54% 16
2022
Q3 		$1.04M Buy
6,300
+231
+4% +$42.1K 1.43% 17
2022
Q2 		$1.03M Buy
+6,069
New +$1.12M 1.4% 19

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

Pitti Group Wealth Management's IWM Position: Q1 2026 in Review

Pitti Group Wealth Management increased its iShares Russell 2000 ETF (IWM) stake by 5.9% in Q1 2026, buying an estimated $74K and bringing the position to 5,192 shares worth $1.29M. The position accounts for 1.05% of the portfolio, ranked #26.

Pitti Group Wealth Management first reported a position in IWM in Q2 2022 and has held it in 16 quarters since. The position peaked at $1.64M in Q3 2024. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Pitti Group Wealth Management held 5,192 shares of iShares Russell 2000 ETF worth $1.29M as of Q1 2026.
  • Pitti Group Wealth Management bought 287 iShares Russell 2000 ETF shares in Q1 2026, an estimated $74K.
  • iShares Russell 2000 ETF made up 1.05% of Pitti Group Wealth Management's portfolio in Q1 2026, its #26 holding.
  • Pitti Group Wealth Management first reported a position in iShares Russell 2000 ETF in Q2 2022 and has held it in 16 quarters since.
  • Pitti Group Wealth Management's iShares Russell 2000 ETF position peaked at $1.64M in Q3 2024.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Pitti Group Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.