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 $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Private Advisor Group's IWM Position: Q2 2026 in Review

Private Advisor Group reduced its iShares Russell 2000 ETF (IWM) stake by 12% in Q2 2026, selling an estimated $7.83M and leaving 203,897 shares worth $61.3M. The position accounts for 0.28% of the portfolio, ranked #67.

Private Advisor Group first reported a position in IWM in Q4 2013 and has held it in 51 quarters since. 2,745 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Private Advisor Group held 203,897 shares of iShares Russell 2000 ETF worth $61.3M as of Q2 2026.
Private Advisor Group sold 27,869 iShares Russell 2000 ETF shares in Q2 2026, an estimated $7.83M.
iShares Russell 2000 ETF made up 0.28% of Private Advisor Group's portfolio in Q2 2026, its #67 holding.
Private Advisor Group first reported a position in iShares Russell 2000 ETF in Q4 2013 and has held it in 51 quarters since.
2,745 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.