Private Wealth 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 | $929K | Hold |
3,091
| – | – | 0.36% | 36 |
|
|
2026
Q1 | $767K | Hold |
3,091
| – | – | 0.36% | 36 |
|
|
2025
Q4 | $761K | Hold |
3,091
| – | – | 0.37% | 37 |
|
|
2025
Q3 | $748K | Hold |
3,091
| – | – | 0.37% | 38 |
|
|
2025
Q2 | $667K | Hold |
3,091
| – | – | 0.35% | 35 |
|
|
2025
Q1 | $617K | Sell |
3,091
-10,062
| -76% | -$2.18M | 0.36% | 34 |
|
|
2024
Q4 | $2.91M | Hold |
13,153
| – | – | 1.42% | 15 |
|
|
2024
Q3 | $2.91M | Sell |
13,153
-3,258
| -20% | -$697K | 1.45% | 15 |
|
|
2024
Q2 | $3.33M | Hold |
16,411
| – | – | 1.75% | 13 |
|
|
2024
Q1 | $3.45M | Buy |
16,411
+367
| +2% | +$73.2K | 1.79% | 12 |
|
|
2023
Q4 | $3.22M | Sell |
16,044
-225
| -1% | -$40.3K | 1.83% | 12 |
|
|
2023
Q3 | $2.88M | Buy |
16,269
+6,975
| +75% | +$1.31M | 1.88% | 15 |
|
|
2023
Q2 | $1.74M | Buy |
9,294
+2,684
| +41% | +$479K | 1.79% | 15 |
|
|
2023
Q1 | $1.18M | Sell |
6,610
-638
| -9% | -$117K | 1.62% | 22 |
|
|
2022
Q4 | $1.26M | Buy |
7,248
+584
| +9% | +$104K | 1.79% | 21 |
|
|
2022
Q3 | $1.1M | Sell |
6,664
-8,016
| -55% | -$1.46M | 1.72% | 20 |
|
|
2022
Q2 | $2.49M | Buy |
14,680
+8,592
| +141% | +$1.58M | 3.08% | 12 |
|
|
2022
Q1 | $1.25M | Buy |
6,088
+88
| +1% | +$18K | 0.92% | 22 |
|
|
2021
Q4 | $1.33M | Sell |
6,000
-5,172
| -46% | -$1.17M | 0.9% | 19 |
|
|
2021
Q3 | $2.44M | Buy |
11,172
+207
| +2% | +$45.9K | 1.61% | 13 |
|
|
2021
Q2 | $2.52M | Buy |
10,965
+650
| +6% | +$146K | 1.66% | 13 |
|
|
2021
Q1 | $2.28M | Buy |
10,315
+1,535
| +17% | +$335K | 1.63% | 12 |
|
|
2020
Q4 | $1.72M | Buy |
8,780
+1,210
| +16% | +$212K | 1.43% | 12 |
|
|
2020
Q3 | $1.13M | Sell |
7,570
-2,786
| -27% | -$419K | 0.92% | 14 |
|
|
2020
Q2 | $1.48M | Buy |
10,356
+2,924
| +39% | +$384K | 1.22% | 8 |
|
|
2020
Q1 | $850K | Sell |
7,432
-12,071
| -62% | -$1.8M | 1% | 14 |
|
|
2019
Q4 | $3.23M | Buy |
19,503
+1,325
| +7% | +$209K | 3.36% | 9 |
|
|
2019
Q3 | $2.75M | Buy |
18,178
+135
| +0.7% | +$20.6K | 2.46% | 11 |
|
|
2019
Q2 | $2.81M | Buy |
18,043
+9,234
| +105% | +$1.42M | 2.55% | 13 |
|
|
2019
Q1 | $1.35M | Sell |
8,809
-459
| -5% | -$69K | 1.24% | 21 |
|
|
2018
Q4 | $1.24M | Sell |
9,268
-9,866
| -52% | -$1.47M | 1.22% | 13 |
|
|
2018
Q3 | $3.23M | Sell |
19,134
-193
| -1% | -$32.6K | 3.32% | 9 |
|
|
2018
Q2 | $3.17M | Buy |
19,327
+399
| +2% | +$63.8K | 3.02% | 11 |
|
|
2018
Q1 | $2.87M | Sell |
18,928
-1,533
| -7% | -$237K | 4.89% | 7 |
|
|
2017
Q4 | $3.12M | Buy |
+20,461
| New | +$3.07M | 3.59% | 10 |
|
Other funds holding IWM
CCA
MRC
SP
AI
JIC
WT
Private Wealth Group's IWM Position: Q2 2026 in Review
Private Wealth Group held its iShares Russell 2000 ETF (IWM) position steady in Q2 2026 at 3,091 shares worth $929K. The position accounts for 0.36% of the portfolio, ranked #36.
Private Wealth Group first reported a position in IWM in Q4 2017 and has held it in 35 quarters since. The position peaked at $3.45M in Q1 2024. 1,202 funds tracked by Wall St. Rank hold IWM as of Q2 2026.
- Private Wealth Group held 3,091 shares of iShares Russell 2000 ETF worth $929K as of Q2 2026.
- Private Wealth Group left its iShares Russell 2000 ETF share count unchanged in Q2 2026.
- iShares Russell 2000 ETF made up 0.36% of Private Wealth Group's portfolio in Q2 2026, its #36 holding.
- Private Wealth Group first reported a position in iShares Russell 2000 ETF in Q4 2017 and has held it in 35 quarters since.
- Private Wealth Group's iShares Russell 2000 ETF position peaked at $3.45M in Q1 2024.
- 1,202 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.
Based on Private Wealth Group's 13F filing for Q2 2026, filed 8 Jul 2026.