Private Advisor Group’s iShares Russell 2000 ETF IWM Stock Holding History

Private Advisor Group’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
2024 Q3	–	Sell	-40,000	Closed	-$4.63K	–	2468
2024 Q2	$4.63K	Buy	+40,000	New	+$8.08M	﹤0.01%	2332
2023 Q4	–	Sell	-4,440,000	Closed	-$7.79M	–	2373
2023 Q3	$7.79M	Buy	+4,440,000	New	+$834M	0.07%	269
2021 Q4	–	Sell	-1,000	Closed	-$2K	–	2182
2021 Q3	$2K	Sell	1,000 -29,000	-97%	-$6.43M	﹤0.01%	2020
2021 Q2	$3K	Buy	+30,000	New	+$6.75M	﹤0.01%	1974
2014 Q3	–	Sell	-1,000	Closed	-$6K	–	1297
2014 Q2	$6K	Buy	+1,000	New	+$114K	﹤0.01%	915

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Private Advisor Group's IWM Position: Q1 2026 in Review

Private Advisor Group increased its iShares Russell 2000 ETF (IWM) stake by 18% in Q1 2026, buying an estimated $8.91M and bringing the position to 231,766 shares worth $57.5M. The position accounts for 0.27% of the portfolio, ranked #74.

Private Advisor Group first reported a position in IWM in Q4 2013 and has held it in 50 quarters since. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Private Advisor Group held 231,766 shares of iShares Russell 2000 ETF worth $57.5M as of Q1 2026.
Private Advisor Group bought 34,528 iShares Russell 2000 ETF shares in Q1 2026, an estimated $8.91M.
iShares Russell 2000 ETF made up 0.27% of Private Advisor Group's portfolio in Q1 2026, its #74 holding.
Private Advisor Group first reported a position in iShares Russell 2000 ETF in Q4 2013 and has held it in 50 quarters since.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Private Advisor Group's 13F filing for Q1 2026, filed 27 Apr 2026.