Private Wealth Advisors (California)’s iShares Russell 2000 ETF IWM Stock Holding History

Private Wealth Advisors (California)’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	$4.4M	Sell	14,637 -55	-0.4%	-$15.5K	1.12%	33
2026 Q1	$3.64M	Buy	14,692 +1,528	+12%	+$394K	1.02%	33
2025 Q4	$3.24M	Sell	13,164 -6,931	-34%	-$1.7M	1.04%	34
2025 Q3	$4.86M	Buy	20,095 +9,633	+92%	+$2.21M	1.64%	18
2025 Q2	$2.26M	Sell	10,462 -6,376	-38%	-$1.28M	0.83%	42
2025 Q1	$3.36M	Sell	16,838 -4,021	-19%	-$872K	1.21%	32
2024 Q4	$4.61M	Buy	+20,859	New	+$4.76M	1.81%	19

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 Wealth Advisors (California)'s IWM Position: Q2 2026 in Review

Private Wealth Advisors (California) reduced its iShares Russell 2000 ETF (IWM) stake by 0.37% in Q2 2026, selling an estimated $15.5K and leaving 14,637 shares worth $4.4M. The position accounts for 1.12% of the portfolio, ranked #33.

Private Wealth Advisors (California) first reported a position in IWM in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.86M in Q3 2025. 2,730 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Private Wealth Advisors (California) held 14,637 shares of iShares Russell 2000 ETF worth $4.4M as of Q2 2026.
Private Wealth Advisors (California) sold 55 iShares Russell 2000 ETF shares in Q2 2026, an estimated $15.5K.
iShares Russell 2000 ETF made up 1.12% of Private Wealth Advisors (California)'s portfolio in Q2 2026, its #33 holding.
Private Wealth Advisors (California) first reported a position in iShares Russell 2000 ETF in Q4 2024 and has held it in 7 quarters since.
Private Wealth Advisors (California)'s iShares Russell 2000 ETF position peaked at $4.86M in Q3 2025.
2,730 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Private Wealth Advisors (California)'s 13F filing for Q2 2026, filed 6 Aug 2026.