Private Wealth Asset Management’s iShares Russell 2000 ETF IWM Stock Holding History

Private Wealth Asset Management’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	$10.3M	Buy	34,324 +18	+0.1%	+$5.06K	0.99%	23
2026 Q1	$8.51M	Sell	34,306 -425	-1%	-$110K	0.91%	26
2025 Q4	$8.55M	Buy	34,731 +292	+0.8%	+$71.8K	0.93%	24
2025 Q3	$8.33M	Sell	34,439 -2,561	-7%	-$588K	0.98%	20
2025 Q2	$7.98M	Buy	37,000 +3,558	+11%	+$716K	1.06%	23
2025 Q1	$6.67M	Buy	+33,442	New	+$7.25M	0.96%	23

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 Asset Management's IWM Position: Q2 2026 in Review

Private Wealth Asset Management increased its iShares Russell 2000 ETF (IWM) stake by 0.05% in Q2 2026, buying an estimated $5.06K and bringing the position to 34,324 shares worth $10.3M. The position accounts for 0.99% of the portfolio, ranked #23.

Private Wealth Asset Management first reported a position in IWM in Q1 2025 and has held it in 6 quarters since. 2,740 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Private Wealth Asset Management held 34,324 shares of iShares Russell 2000 ETF worth $10.3M as of Q2 2026.
Private Wealth Asset Management bought 18 iShares Russell 2000 ETF shares in Q2 2026, an estimated $5.06K.
iShares Russell 2000 ETF made up 0.99% of Private Wealth Asset Management's portfolio in Q2 2026, its #23 holding.
Private Wealth Asset Management first reported a position in iShares Russell 2000 ETF in Q1 2025 and has held it in 6 quarters since.
2,740 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.