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PKO Investment Management Joint-Stock’s iShares Russell 2000 ETF IWM Stock Holding History

PKO Investment Management Joint-Stock’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 		$11.4M Hold
38,033
– – 0.83% 29
2026
Q1 		$9.43M Hold
38,033
– – 0.79% 30
2025
Q4 		$9.36M Buy
38,033
+6,033
+19% +$1.48M 0.75% 28
2025
Q3 		$7.74M Buy
32,000
+5,000
+19% +$1.15M 0.66% 34
2025
Q2 		$5.83M Hold
27,000
– – 0.63% 41
2025
Q1 		$5.39M Hold
27,000
– – 0.61% 37
2024
Q4 		$5.97M Buy
+27,000
New +$6.16M 0.74% 28
2016
Q3 		– Sell
-8,700
Closed -$1M – 48
2016
Q2 		$1M Sell
8,700
-3,000
-26% -$338K 0.71% 24
2016
Q1 		$1.29M Hold
11,700
– – 0.86% 19
2015
Q4 		$1.32M Sell
11,700
-10,000
-46% -$1.15M 0.95% 16
2015
Q3 		$2.37M Hold
21,700
– – 2.15% 11
2015
Q2 		$2.71M Buy
21,700
+11,000
+103% +$1.37M 2.11% 12
2015
Q1 		$1.33M Sell
10,700
-4,500
-30% -$542K 1.14% 18
2014
Q4 		$1.82M Sell
15,200
-8,300
-35% -$949K 1.88% 13
2014
Q3 		$2.57M Sell
23,500
-10,100
-30% -$1.16M 2.28% 14
2014
Q2 		$3.99M Buy
33,600
+8,000
+31% +$909K 3.33% 8
2014
Q1 		$2.98M Sell
25,600
-4,400
-15% -$508K 4.02% 9
2013
Q4 		$3.46M Buy
+30,000
New +$3.31M 3.37% 8

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 $43.3B AUM 29.3% 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

PKO Investment Management Joint-Stock's IWM Position: Q2 2026 in Review

PKO Investment Management Joint-Stock held its iShares Russell 2000 ETF (IWM) position steady in Q2 2026 at 38,033 shares worth $11.4M. The position accounts for 0.83% of the portfolio, ranked #29.

PKO Investment Management Joint-Stock first reported a position in IWM in Q4 2013 and has held it in 18 quarters since. 1,149 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • PKO Investment Management Joint-Stock held 38,033 shares of iShares Russell 2000 ETF worth $11.4M as of Q2 2026.
  • PKO Investment Management Joint-Stock left its iShares Russell 2000 ETF share count unchanged in Q2 2026.
  • iShares Russell 2000 ETF made up 0.83% of PKO Investment Management Joint-Stock's portfolio in Q2 2026, its #29 holding.
  • PKO Investment Management Joint-Stock first reported a position in iShares Russell 2000 ETF in Q4 2013 and has held it in 18 quarters since.
  • 1,149 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on PKO Investment Management Joint-Stock's 13F filing for Q2 2026, filed 20 Jul 2026.