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

Private Wealth Management Group’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	$170K	Hold	565	–	–	0.04%	125
2026 Q1	$140K	Buy	565 +19	+3%	+$4.9K	0.04%	107
2025 Q4	$134K	Hold	546	–	–	0.04%	105
2025 Q3	$132K	Hold	546	–	–	0.04%	107
2025 Q2	$118K	Hold	546	–	–	0.04%	109
2025 Q1	$109K	Hold	546	–	–	0.04%	109
2024 Q4	$121K	Hold	546	–	–	0.05%	103
2024 Q3	$121K	Hold	546	–	–	0.05%	95
2024 Q2	$111K	Buy	546 +196	+56%	+$39.6K	0.05%	100
2024 Q1	$73.6K	Sell	350 -25	-7%	-$4.99K	0.03%	121
2023 Q4	$75.3K	Buy	+375	New	+$67.2K	0.04%	120

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 Management Group's IWM Position: Q2 2026 in Review

Private Wealth Management Group held its iShares Russell 2000 ETF (IWM) position steady in Q2 2026 at 565 shares worth $170K. The position accounts for 0.04% of the portfolio, ranked #125.

Private Wealth Management Group first reported a position in IWM in Q4 2023 and has held it in 11 quarters since. 2,730 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Private Wealth Management Group held 565 shares of iShares Russell 2000 ETF worth $170K as of Q2 2026.
Private Wealth Management Group left its iShares Russell 2000 ETF share count unchanged in Q2 2026.
iShares Russell 2000 ETF made up 0.04% of Private Wealth Management Group's portfolio in Q2 2026, its #125 holding.
Private Wealth Management Group first reported a position in iShares Russell 2000 ETF in Q4 2023 and has held it in 11 quarters since.
2,730 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.