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Private Client Services’s iShares Russell 2000 ETF IWM Stock Holding History

Private Client Services’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 		$425K Sell
1,415
-311
-18% -$87.4K 0.11% 143
2026
Q1 		$428K Buy
1,726
+43
+3% +$11.1K 0.13% 130
2025
Q4 		$414K Buy
1,683
+222
+15% +$54.6K 0.13% 116
2025
Q3 		$354K Buy
1,461
+23
+2% +$5.28K 0.12% 129
2025
Q2 		$310K Sell
1,438
-102
-7% -$20.5K 0.12% 147
2025
Q1 		$307K Sell
1,540
-723
-32% -$157K 0.15% 129
2024
Q4 		$500K Buy
2,263
+230
+11% +$52.4K 0.27% 82
2024
Q3 		$449K Buy
2,033
+932
+85% +$199K 0.24% 88
2024
Q2 		$223K Buy
+1,101
New +$223K 0.14% 128

Other funds holding IWM

CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

Private Client Services's IWM Position: Q2 2026 in Review

Private Client Services reduced its iShares Russell 2000 ETF (IWM) stake by 18% in Q2 2026, selling an estimated $87.4K and leaving 1,415 shares worth $425K. The position accounts for 0.11% of the portfolio, ranked #143.

Private Client Services first reported a position in IWM in Q2 2024 and has held it in 9 quarters since. The position peaked at $500K in Q4 2024. 1,068 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Private Client Services held 1,415 shares of iShares Russell 2000 ETF worth $425K as of Q2 2026.
  • Private Client Services sold 311 iShares Russell 2000 ETF shares in Q2 2026, an estimated $87.4K.
  • iShares Russell 2000 ETF made up 0.11% of Private Client Services's portfolio in Q2 2026, its #143 holding.
  • Private Client Services first reported a position in iShares Russell 2000 ETF in Q2 2024 and has held it in 9 quarters since.
  • Private Client Services's iShares Russell 2000 ETF position peaked at $500K in Q4 2024.
  • 1,068 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Private Client Services's 13F filing for Q2 2026, filed 6 Jul 2026.