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 Q2	$60.1K	Hold	200	–	–	0.01%	202
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 $1.55T 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 Capital Management (Florida)'s IWM Position: Q2 2026 in Review

Private Capital Management (Florida) reduced its iShares Russell 2000 ETF (IWM) stake by 6.1% in Q2 2026, selling an estimated $47.8K and leaving 2,618 shares worth $787K. The position accounts for 0.07% of the portfolio, ranked #120.

Private Capital Management (Florida) first reported a position in IWM in Q2 2017 and has held it in 28 quarters since. The position peaked at $1.65M in Q4 2019. 2,732 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Private Capital Management (Florida) held 2,618 shares of iShares Russell 2000 ETF worth $787K as of Q2 2026.
Private Capital Management (Florida) sold 170 iShares Russell 2000 ETF shares in Q2 2026, an estimated $47.8K.
iShares Russell 2000 ETF made up 0.07% of Private Capital Management (Florida)'s portfolio in Q2 2026, its #120 holding.
Private Capital Management (Florida) first reported a position in iShares Russell 2000 ETF in Q2 2017 and has held it in 28 quarters since.
Private Capital Management (Florida)'s iShares Russell 2000 ETF position peaked at $1.65M in Q4 2019.
2,732 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Private Capital Management (Florida)'s 13F filing for Q2 2026, filed 14 Aug 2026.