PrairieView Partners’s iShares Russell 2000 ETF IWM Stock Holding History

PrairieView Partners’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
2025 Q2	$311K	Buy	1,445 +22	+2%	+$4.43K	0.03%	108
2025 Q1	$283K	Sell	1,423 -152	-10%	-$33K	0.03%	109
2024 Q4	$347K	Hold	1,575	–	–	0.04%	99
2024 Q3	$347K	Sell	1,575 -15	-0.9%	-$3.21K	0.04%	101
2024 Q2	$322K	Buy	1,590 +366	+30%	+$74K	0.04%	111
2024 Q1	$258K	Hold	1,224	–	–	0.03%	102
2023 Q4	$246K	Hold	1,224	–	–	0.03%	100
2023 Q3	$216K	Sell	1,224 -53	-4%	-$9.95K	0.03%	100
2023 Q2	$239K	Hold	1,277	–	–	0.03%	102
2023 Q1	$227K	Sell	1,277 -3	-0.2%	-$552	0.03%	105
2022 Q4	$223K	Hold	1,280	–	–	0.03%	103
2022 Q3	$211K	Hold	1,280	–	–	0.03%	98
2022 Q2	$217K	Sell	1,280 -30	-2%	-$5.53K	0.03%	101
2022 Q1	$269K	Buy	1,310 +1	+0.1%	+$204	0.04%	92
2021 Q4	$291K	Buy	1,309 +614	+88%	+$139K	0.04%	84
2021 Q3	$152K	Sell	695 -20	-3%	-$4.43K	0.02%	106
2021 Q2	$164K	Hold	715	–	–	0.02%	102
2021 Q1	$158K	Buy	715 +210	+42%	+$45.9K	0.03%	98
2020 Q4	$99K	Sell	505 -70	-12%	-$12.2K	0.02%	118
2020 Q3	$86K	Hold	575	–	–	0.02%	114
2020 Q2	$82K	Sell	575 -101	-15%	-$13.3K	0.02%	114
2020 Q1	$77K	Buy	+676	New	+$101K	0.02%	113

Other funds holding IWM

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

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

Morgan Stanley New York $1.89T AUM 35.08% 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

Holocene Advisors New York $44.4B AUM 57.89% 1-Year Est. Return

PrairieView Partners's IWM Position: Q2 2025 in Review

PrairieView Partners increased its iShares Russell 2000 ETF (IWM) stake by 1.5% in Q2 2025, buying an estimated $4.43K and bringing the position to 1,445 shares worth $311K. The position accounts for 0.03% of the portfolio, ranked #108.

PrairieView Partners first reported a position in IWM in Q1 2020 and has held it in 22 quarters since. The position peaked at $347K in Q4 2024. 2,367 funds tracked by Wall St. Rank hold IWM as of Q2 2025.

PrairieView Partners held 1,445 shares of iShares Russell 2000 ETF worth $311K as of Q2 2025.
PrairieView Partners bought 22 iShares Russell 2000 ETF shares in Q2 2025, an estimated $4.43K.
iShares Russell 2000 ETF made up 0.03% of PrairieView Partners's portfolio in Q2 2025, its #108 holding.
PrairieView Partners first reported a position in iShares Russell 2000 ETF in Q1 2020 and has held it in 22 quarters since.
PrairieView Partners's iShares Russell 2000 ETF position peaked at $347K in Q4 2024.
2,367 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2025.

Based on PrairieView Partners's 13F filing for Q2 2025, filed 25 Jul 2025.