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	$49.6K	Hold	200	–	–	﹤0.01%	194
2025 Q4	$49.2K	Hold	200	–	–	﹤0.01%	180
2025 Q3	$48.4K	Hold	200	–	–	﹤0.01%	166
2025 Q2	$43.2K	Sell	200 -200	-50%	-$40.2K	﹤0.01%	163
2025 Q1	$79.8K	Buy	400 +200	+100%	+$43.4K	0.01%	149
2024 Q4	$44.2K	Hold	200	–	–	﹤0.01%	143
2024 Q3	$44.2K	Hold	200	–	–	﹤0.01%	138
2024 Q2	$40.6K	Hold	200	–	–	﹤0.01%	141
2024 Q1	$42.1K	Hold	200	–	–	﹤0.01%	137
2023 Q4	$40.1K	Hold	200	–	–	﹤0.01%	143
2023 Q3	$35.3K	Hold	200	–	–	﹤0.01%	141
2023 Q2	$37.5K	Hold	200	–	–	﹤0.01%	142
2023 Q1	$35.7K	Hold	200	–	–	﹤0.01%	127
2022 Q4	$34.9K	Buy	+200	New	+$35.6K	﹤0.01%	119
2020 Q2	–	Sell	-4,000	Closed	-$458K	–	84
2020 Q1	$458K	Buy	+4,000	New	+$596K	0.14%	35
2019 Q4	–	Sell	-2,500	Closed	-$378K	–	57
2019 Q3	$378K	Hold	2,500	–	–	0.07%	36
2019 Q2	$389K	Hold	2,500	–	–	0.06%	39
2019 Q1	$383K	Sell	2,500 -400	-14%	-$60.1K	0.06%	43
2018 Q4	$388K	Buy	+2,900	New	+$433K	0.06%	42

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 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.