Professional Financial Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Professional Financial Advisors’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	$230K	Sell	766 -313	-29%	-$88K	0.04%	133
2026 Q1	$267K	Buy	1,079 +79	+8%	+$20.4K	0.05%	119
2025 Q4	$246K	Buy	+1,000	New	+$246K	0.05%	118
2025 Q1	–	Sell	-928	Closed	-$205K	–	110
2024 Q4	$205K	Buy	928 +2	+0.2%	+$456	0.05%	105
2024 Q3	$205K	Buy	+926	New	+$198K	0.05%	104
2022 Q4	–	Sell	-24	Closed	-$4K	–	269
2022 Q3	$4K	Sell	24 -8,032	-100%	-$1.46M	﹤0.01%	386
2022 Q2	$1.36M	Buy	8,056 +8,032	+33,467%	+$1.48M	0.76%	26
2022 Q1	$5K	Buy	+24	New	+$4.9K	﹤0.01%	373
2021 Q4	–	Sell	-1,801	Closed	-$394K	–	468
2021 Q3	$394K	Buy	1,801 +215	+14%	+$47.7K	0.23%	59
2021 Q2	$364K	Sell	1,586 -158	-9%	-$35.5K	0.2%	66
2021 Q1	$385K	Sell	1,744 -200	-10%	-$43.7K	0.24%	61
2020 Q4	$381K	Sell	1,944 -335	-15%	-$58.6K	0.3%	63
2020 Q3	$349K	Buy	+2,279	New	+$343K	0.33%	57

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

Professional Financial Advisors's IWM Position: Q2 2026 in Review

Professional Financial Advisors reduced its iShares Russell 2000 ETF (IWM) stake by 29% in Q2 2026, selling an estimated $88K and leaving 766 shares worth $230K. The position accounts for 0.04% of the portfolio, ranked #133.

Professional Financial Advisors first reported a position in IWM in Q3 2020 and has held it in 13 quarters since. The position peaked at $1.36M in Q2 2022. 2,726 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Professional Financial Advisors held 766 shares of iShares Russell 2000 ETF worth $230K as of Q2 2026.
Professional Financial Advisors sold 313 iShares Russell 2000 ETF shares in Q2 2026, an estimated $88K.
iShares Russell 2000 ETF made up 0.04% of Professional Financial Advisors's portfolio in Q2 2026, its #133 holding.
Professional Financial Advisors first reported a position in iShares Russell 2000 ETF in Q3 2020 and has held it in 13 quarters since.
Professional Financial Advisors's iShares Russell 2000 ETF position peaked at $1.36M in Q2 2022.
2,726 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Professional Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.