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 Q2	$6.26M	Buy	20,841 +907	+5%	+$255K	0.34%	82
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 $1.55T 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 Advisory Group's IWM Position: Q2 2026 in Review

Private Advisory Group increased its iShares Russell 2000 ETF (IWM) stake by 4.6% in Q2 2026, buying an estimated $255K and bringing the position to 20,841 shares worth $6.26M. The position accounts for 0.34% of the portfolio, ranked #82.

Private Advisory Group first reported a position in IWM in Q2 2018 and has held it in 15 quarters since. 2,734 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Private Advisory Group held 20,841 shares of iShares Russell 2000 ETF worth $6.26M as of Q2 2026.
Private Advisory Group bought 907 iShares Russell 2000 ETF shares in Q2 2026, an estimated $255K.
iShares Russell 2000 ETF made up 0.34% of Private Advisory Group's portfolio in Q2 2026, its #82 holding.
Private Advisory Group first reported a position in iShares Russell 2000 ETF in Q2 2018 and has held it in 15 quarters since.
2,734 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Private Advisory Group's 13F filing for Q2 2026, filed 6 Aug 2026.