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

Private Advisory 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
2026 Q1	$4.94M	Buy	19,934 +1,582	+9%	+$408K	0.32%	81
2025 Q4	$4.52M	Buy	18,352 +2,136	+13%	+$525K	0.35%	67
2025 Q3	$3.92M	Buy	16,216 +2,122	+15%	+$487K	0.32%	68
2025 Q2	$3.04M	Buy	+14,094	New	+$2.84M	0.28%	67
2023 Q4	–	Sell	-9,878	Closed	-$1.75M	–	212
2023 Q3	$1.75M	Buy	9,878 +833	+9%	+$156K	0.35%	76
2023 Q2	$1.69M	Buy	9,045 +6,988	+340%	+$1.25M	0.34%	76
2023 Q1	$367K	Buy	+2,057	New	+$379K	0.08%	160
2020 Q1	–	Sell	-34,449	Closed	-$5.71M	–	111
2019 Q4	$5.71M	Buy	34,449 +1,557	+5%	+$246K	2.28%	9
2019 Q3	$4.98M	Buy	32,892 +2,354	+8%	+$359K	2.19%	12
2019 Q2	$4.75M	Buy	30,538 +5,927	+24%	+$914K	2.18%	10
2019 Q1	$3.29M	Hold	24,611	–	–	1.85%	18
2018 Q4	$3.29M	Sell	24,611 -4,573	-16%	-$682K	1.85%	18
2018 Q3	$4.61M	Buy	29,184 +11,219	+62%	+$1.89M	2.35%	8
2018 Q2	$2.94M	Buy	+17,965	New	+$2.87M	1.47%	20

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 Advisory Group's IWM Position: Q1 2026 in Review

Private Advisory Group increased its iShares Russell 2000 ETF (IWM) stake by 8.6% in Q1 2026, buying an estimated $408K and bringing the position to 19,934 shares worth $4.94M. The position accounts for 0.32% of the portfolio, ranked #81.

Private Advisory Group first reported a position in IWM in Q2 2018 and has held it in 14 quarters since. The position peaked at $5.71M in Q4 2019. 2,569 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Private Advisory Group held 19,934 shares of iShares Russell 2000 ETF worth $4.94M as of Q1 2026.
Private Advisory Group bought 1,582 iShares Russell 2000 ETF shares in Q1 2026, an estimated $408K.
iShares Russell 2000 ETF made up 0.32% of Private Advisory Group's portfolio in Q1 2026, its #81 holding.
Private Advisory Group first reported a position in iShares Russell 2000 ETF in Q2 2018 and has held it in 14 quarters since.
Private Advisory Group's iShares Russell 2000 ETF position peaked at $5.71M in Q4 2019.
2,569 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Private Advisory Group's 13F filing for Q1 2026, filed 8 May 2026.