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 Q3	$145K	Sell	521 -44	-8%	-$12.9K	0.03%	140
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

MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return

Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return

Washington Trust Westerly, Rhode Island $3.23B AUM 23.24% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $879M AUM 20.03% 1-Year Est. Return

GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Private Wealth Management Group's IWM Position: Q3 2026 in Review

Private Wealth Management Group reduced its iShares Russell 2000 ETF (IWM) stake by 7.8% in Q3 2026, selling an estimated $12.9K and leaving 521 shares worth $145K. The position accounts for 0.03% of the portfolio, ranked #140.

Private Wealth Management Group first reported a position in IWM in Q4 2023 and has held it in 12 quarters since. The position peaked at $170K in Q2 2026. 1,053 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

Private Wealth Management Group held 521 shares of iShares Russell 2000 ETF worth $145K as of Q3 2026.
Private Wealth Management Group sold 44 iShares Russell 2000 ETF shares in Q3 2026, an estimated $12.9K.
iShares Russell 2000 ETF made up 0.03% of Private Wealth Management Group's portfolio in Q3 2026, its #140 holding.
Private Wealth Management Group first reported a position in iShares Russell 2000 ETF in Q4 2023 and has held it in 12 quarters since.
Private Wealth Management Group's iShares Russell 2000 ETF position peaked at $170K in Q2 2026.
1,053 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on Private Wealth Management Group's 13F filing for Q3 2026, filed 19 Oct 2026.