Prostatis Group’s iShares Russell 2000 ETF IWM Stock Holding History

Prostatis 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	$525K	Buy	+1,746	New	+$491K	0.12%	111
2025 Q1	–	Sell	-1,158	Closed	-$256K	–	155
2024 Q4	$256K	Buy	+1,158	New	+$264K	0.07%	137
2023 Q3	–	Sell	-467	Closed	-$87.5K	–	168
2023 Q2	$87.5K	Buy	+467	New	+$83.3K	0.04%	142
2020 Q2	–	Sell	-6,121	Closed	-$701K	–	70
2020 Q1	$701K	Buy	6,121 +434	+8%	+$64.7K	1%	21
2019 Q4	$942K	Buy	+5,687	New	+$899K	0.85%	33

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

Prostatis Group's IWM Position: Q2 2026 in Review

Prostatis Group opened a new position in iShares Russell 2000 ETF (IWM) in Q2 2026: 1,746 shares worth $525K. The stake represents 0.12% of the portfolio and ranks #111 among its holdings. This is a return to the name: Prostatis Group previously reported a position in IWM as recently as Q4 2024.

Prostatis Group first reported a position in IWM in Q4 2019 and has held it in 5 quarters since. The position peaked at $942K in Q4 2019. 2,729 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Prostatis Group held 1,746 shares of iShares Russell 2000 ETF worth $525K as of Q2 2026.
iShares Russell 2000 ETF was a new Prostatis Group position in Q2 2026.
iShares Russell 2000 ETF made up 0.12% of Prostatis Group's portfolio in Q2 2026, its #111 holding.
Prostatis Group first reported a position in iShares Russell 2000 ETF in Q4 2019 and has held it in 5 quarters since.
Prostatis Group's iShares Russell 2000 ETF position peaked at $942K in Q4 2019.
2,729 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Prostatis Group's 13F filing for Q2 2026, filed 14 Aug 2026.