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: 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.