PPS&V Asset Management Consultants’s iShares Russell 2000 ETF IWM Stock Holding History

PPS&V Asset Management Consultants’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	$330K	Sell	1,100 -150	-12%	-$42.2K	0.18%	30
2026 Q1	$310K	Hold	1,250	–	–	0.19%	30
2025 Q4	$308K	Hold	1,250	–	–	0.18%	35
2025 Q3	$302K	Hold	1,250	–	–	0.17%	34
2025 Q2	$270K	Hold	1,250	–	–	0.17%	37
2025 Q1	$249K	Sell	1,250 -100	-7%	-$21.7K	0.18%	35
2024 Q4	$298K	Hold	1,350	–	–	0.2%	33
2024 Q3	$298K	Hold	1,350	–	–	0.2%	32
2024 Q2	$274K	Hold	1,350	–	–	0.2%	34
2024 Q1	$284K	Hold	1,350	–	–	0.21%	33
2023 Q4	$271K	Hold	1,350	–	–	0.21%	34
2023 Q3	$239K	Hold	1,350	–	–	0.21%	35
2023 Q2	$253K	Hold	1,350	–	–	0.2%	34
2023 Q1	$241K	Hold	1,350	–	–	0.21%	35
2022 Q4	$235K	Buy	+1,350	New	+$240K	0.22%	34

Other funds holding IWM

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

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

AIA

Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return

AHC

Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return

PPS&V Asset Management Consultants's IWM Position: Q2 2026 in Review

PPS&V Asset Management Consultants reduced its iShares Russell 2000 ETF (IWM) stake by 12% in Q2 2026, selling an estimated $42.2K and leaving 1,100 shares worth $330K. The position accounts for 0.18% of the portfolio, ranked #30.

PPS&V Asset Management Consultants first reported a position in IWM in Q4 2022 and has held it in 15 quarters since. 834 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

PPS&V Asset Management Consultants held 1,100 shares of iShares Russell 2000 ETF worth $330K as of Q2 2026.
PPS&V Asset Management Consultants sold 150 iShares Russell 2000 ETF shares in Q2 2026, an estimated $42.2K.
iShares Russell 2000 ETF made up 0.18% of PPS&V Asset Management Consultants's portfolio in Q2 2026, its #30 holding.
PPS&V Asset Management Consultants first reported a position in iShares Russell 2000 ETF in Q4 2022 and has held it in 15 quarters since.
834 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on PPS&V Asset Management Consultants's 13F filing for Q2 2026, filed 6 Jul 2026.