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Private Capital Management (Florida)’s iShares Russell 2000 ETF IWM Stock Holding History

Private Capital Management (Florida)’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 		$691K Buy
2,788
+124
+5% +$32K 0.07% 114
2025
Q4 		$656K Sell
2,664
-220
-8% -$54.1K 0.06% 111
2025
Q3 		$698K Sell
2,884
-191
-6% -$43.8K 0.06% 105
2025
Q2 		$664K Sell
3,075
-862
-22% -$173K 0.06% 105
2025
Q1 		$785K Buy
3,937
+1,950
+98% +$423K 0.09% 88
2024
Q4 		$439K Sell
1,987
-490
-20% -$112K 0.05% 105
2024
Q3 		$547K Buy
2,477
+400
+19% +$85.6K 0.06% 91
2024
Q2 		$421K Hold
2,077
– – 0.05% 104
2024
Q1 		$437K Hold
2,077
– – 0.05% 102
2023
Q4 		$417K Hold
2,077
– – 0.05% 108
2023
Q3 		$367K Hold
2,077
– – 0.04% 116
2023
Q2 		$389K Buy
2,077
+880
+74% +$157K 0.05% 112
2023
Q1 		$214K Sell
1,197
-1,160
-49% -$214K 0.02% 119
2022
Q4 		$411K Buy
+2,357
New +$419K 0.06% 73
2022
Q2 		– Sell
-1,047
Closed -$215K – 111
2022
Q1 		$215K Buy
+1,047
New +$214K 0.03% 85
2020
Q4 		– Sell
-3,200
Closed -$479K – 69
2020
Q3 		$479K Buy
+3,200
New +$481K 0.11% 62
2020
Q1 		– Sell
-9,968
Closed -$1.49M – 69
2019
Q4 		$1.65M Buy
9,968
+1,468
+17% +$232K 0.29% 33
2019
Q3 		$1.29M Sell
8,500
-2,000
-19% -$305K 0.22% 33
2019
Q2 		$1.63M Hold
10,500
– – 0.24% 36
2019
Q1 		$1.61M Buy
10,500
+248
+2% +$37.3K 0.24% 38
2018
Q4 		$1.37M Buy
10,252
+5,252
+105% +$784K 0.23% 38
2018
Q3 		$843K Buy
5,000
+2,200
+79% +$371K 0.13% 39
2018
Q2 		$459K Hold
2,800
– – 0.07% 41
2018
Q1 		$425K Sell
2,800
-135
-5% -$20.8K 0.07% 42
2017
Q4 		$427K Buy
2,935
+135
+5% +$20.3K 0.07% 44
2017
Q3 		$415K Hold
2,800
– – 0.06% 48
2017
Q2 		$395K Buy
+2,800
New +$388K 0.06% 47

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Private Capital Management (Florida)'s IWM Position: Q1 2026 in Review

Private Capital Management (Florida) increased its iShares Russell 2000 ETF (IWM) stake by 4.7% in Q1 2026, buying an estimated $32K and bringing the position to 2,788 shares worth $691K. The position accounts for 0.07% of the portfolio, ranked #114.

Private Capital Management (Florida) first reported a position in IWM in Q2 2017 and has held it in 27 quarters since. The position peaked at $1.65M in Q4 2019. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Private Capital Management (Florida) held 2,788 shares of iShares Russell 2000 ETF worth $691K as of Q1 2026.
  • Private Capital Management (Florida) bought 124 iShares Russell 2000 ETF shares in Q1 2026, an estimated $32K.
  • iShares Russell 2000 ETF made up 0.07% of Private Capital Management (Florida)'s portfolio in Q1 2026, its #114 holding.
  • Private Capital Management (Florida) first reported a position in iShares Russell 2000 ETF in Q2 2017 and has held it in 27 quarters since.
  • Private Capital Management (Florida)'s iShares Russell 2000 ETF position peaked at $1.65M in Q4 2019.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Private Capital Management (Florida)'s 13F filing for Q1 2026, filed 15 May 2026.