Private Advisory Group’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
Other funds holding IWM
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.