IWM β€” ISHARES RUSSELL 2000 ETF

Ownership history in Premier Financial Group  Β·  3 quarters on record

AI Ownership Summary

Premier Financial Group reported ISHARES RUSSELL 2000 ETF (IWM) in 3 quarterly 13F filings from 2025 Q2 through 2025 Q4. Peak portfolio weight reached 0.04% in 2025 Q4. The latest visible filing shows IWM at 0.04% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this IWM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Premier Financial Group's position in ISHARES RUSSELL 2000 ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

IWM was reported at 0.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.04% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Premier Financial Group held IWM β€” position size vs. price
% of Fund (quarterly)    IWM price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 695 β€” 0% 0.04% $172K 2026-02-14 (Est.) $262.49
2025 Q3 UNCHANGED 695 β€” 0% 0.04% $167K 2025-10-20 $246.89
2025 Q2 INITIATED 695 β€” β€” 0.04% $156K 2025-08-14 $226.43

🏒 Other funds also holding IWM

As of 2026 Q1 β€” sorted by position size

DWR WEALTH MANAGEMENT, LLC 2.73% Bangor Savings Bank 3Y 7Y 0.05% BURKETT FINANCIAL SERVICES, LLC 0.01%

FAQ About Premier Financial Group and IWM

These are the practical questions this page is built to answer before you even open the full history table.

How long has Premier Financial Group reported owning IWM?

Premier Financial Group reported IWM across 3 quarterly 13F filings, from 2025 Q2 through 2025 Q4.

What was the largest reported IWM position in Premier Financial Group's portfolio?

The largest reported portfolio weight for IWM was 0.04% in 2025 Q4.

What is the latest reported IWM position on this page?

The most recent filing on this page is 2025 Q4, when Premier Financial Group reported 695 shares, equal to 0.04% of portfolio, with an estimated market value of $172K.

What does the chart on this IWM ownership page compare?

The chart compares Premier Financial Group's quarterly IWM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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