Private Management Group’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.05M | Sell |
3,499
-20
| -0.6% | -$5.62K | 0.03% | 209 |
|
|
2026
Q1 | $873K | Hold |
3,519
| – | – | 0.03% | 208 |
|
|
2025
Q4 | $866K | Hold |
3,519
| – | – | 0.03% | 202 |
|
|
2025
Q3 | $851K | Sell |
3,519
-45
| -1% | -$10.3K | 0.03% | 194 |
|
|
2025
Q2 | $769K | Hold |
3,564
| – | – | 0.03% | 190 |
|
|
2025
Q1 | $711K | Hold |
3,564
| – | – | 0.03% | 149 |
|
|
2024
Q4 | $788K | Hold |
3,564
| – | – | 0.03% | 148 |
|
|
2024
Q3 | $787K | Hold |
3,564
| – | – | 0.03% | 145 |
|
|
2024
Q2 | $723K | Hold |
3,564
| – | – | 0.03% | 149 |
|
|
2024
Q1 | $750K | Buy |
3,564
+51
| +1% | +$10.2K | 0.03% | 149 |
|
|
2023
Q4 | $705K | Buy |
3,513
+69
| +2% | +$12.4K | 0.03% | 148 |
|
|
2023
Q3 | $609K | Hold |
3,444
| – | – | 0.03% | 141 |
|
|
2023
Q2 | $645K | Hold |
3,444
| – | – | 0.03% | 139 |
|
|
2023
Q1 | $614K | Sell |
3,444
-287
| -8% | -$52.8K | 0.03% | 141 |
|
|
2022
Q4 | $651K | Buy |
3,731
+31
| +0.8% | +$5.51K | 0.03% | 140 |
|
|
2022
Q3 | $610K | Buy |
3,700
+365
| +11% | +$66.6K | 0.03% | 136 |
|
|
2022
Q2 | $565K | Sell |
3,335
-350
| -9% | -$64.5K | 0.02% | 127 |
|
|
2022
Q1 | $756K | Hold |
3,685
| – | – | 0.03% | 114 |
|
|
2021
Q4 | $820K | Sell |
3,685
-195
| -5% | -$44.1K | 0.03% | 115 |
|
|
2021
Q3 | $849K | Sell |
3,880
-92
| -2% | -$20.4K | 0.04% | 111 |
|
|
2021
Q2 | $911K | Sell |
3,972
-32
| -0.8% | -$7.2K | 0.04% | 109 |
|
|
2021
Q1 | $885K | Hold |
4,004
| – | – | 0.04% | 100 |
|
|
2020
Q4 | $785K | Buy |
4,004
+134
| +3% | +$23.4K | 0.04% | 103 |
|
|
2020
Q3 | $580K | Hold |
3,870
| – | – | 0.04% | 102 |
|
|
2020
Q2 | $554K | Buy |
3,870
+3
| +0.1% | +$394 | 0.04% | 102 |
|
|
2020
Q1 | $443K | Buy |
3,867
+232
| +6% | +$34.6K | 0.04% | 104 |
|
|
2019
Q4 | $602K | Hold |
3,635
| – | – | 0.03% | 109 |
|
|
2019
Q3 | $550K | Hold |
3,635
| – | – | 0.03% | 107 |
|
|
2019
Q2 | $565K | Sell |
3,635
-99
| -3% | -$15.3K | 0.03% | 108 |
|
|
2019
Q1 | $572K | Buy |
3,734
+99
| +3% | +$14.9K | 0.03% | 105 |
|
|
2018
Q4 | $487K | Hold |
3,635
| – | – | 0.03% | 105 |
|
|
2018
Q3 | $613K | Hold |
3,635
| – | – | 0.03% | 104 |
|
|
2018
Q2 | $595K | Sell |
3,635
-500
| -12% | -$80K | 0.03% | 103 |
|
|
2018
Q1 | $628K | Hold |
4,135
| – | – | 0.03% | 99 |
|
|
2017
Q4 | $630K | Hold |
4,135
| – | – | 0.03% | 103 |
|
|
2017
Q3 | $613K | Hold |
4,135
| – | – | 0.03% | 105 |
|
|
2017
Q2 | $583K | Sell |
4,135
-64
| -2% | -$8.86K | 0.03% | 106 |
|
|
2017
Q1 | $577K | Buy |
+4,199
| New | +$574K | 0.03% | 102 |
|
Other funds holding IWM
Private Management Group's IWM Position: Q2 2026 in Review
Private Management Group reduced its iShares Russell 2000 ETF (IWM) stake by 0.57% in Q2 2026, selling an estimated $5.62K and leaving 3,499 shares worth $1.05M. The position accounts for 0.03% of the portfolio, ranked #209.
Private Management Group first reported a position in IWM in Q1 2017 and has held it in 38 quarters since. 2,737 funds tracked by Wall St. Rank hold IWM as of Q2 2026.
- Private Management Group held 3,499 shares of iShares Russell 2000 ETF worth $1.05M as of Q2 2026.
- Private Management Group sold 20 iShares Russell 2000 ETF shares in Q2 2026, an estimated $5.62K.
- iShares Russell 2000 ETF made up 0.03% of Private Management Group's portfolio in Q2 2026, its #209 holding.
- Private Management Group first reported a position in iShares Russell 2000 ETF in Q1 2017 and has held it in 38 quarters since.
- 2,737 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.
Based on Private Management Group's 13F filing for Q2 2026, filed 31 Jul 2026.