CGC Financial Services’s iShares Russell 2000 ETF IWM Stock Holding History

CGC Financial Services’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	$27.6K	Sell	92 -152	-62%	-$42.7K	0.01%	166
2026 Q1	$60.5K	Sell	244 -26	-10%	-$6.71K	0.02%	114
2025 Q4	$66.5K	Hold	270	–	–	0.02%	118
2025 Q3	$65.3K	Hold	270	–	–	0.02%	114
2025 Q2	$58.3K	Hold	270	–	–	0.02%	117
2025 Q1	$53.9K	Hold	270	–	–	0.02%	110
2024 Q4	$59.7K	Hold	270	–	–	0.02%	100
2024 Q3	$59.6K	Hold	270	–	–	0.02%	97
2024 Q2	$54.8K	Hold	270	–	–	0.02%	97
2024 Q1	$56.8K	Hold	270	–	–	0.03%	97
2023 Q4	$54.2K	Buy	+270	New	+$48.4K	0.02%	105

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

CGC Financial Services's IWM Position: Q2 2026 in Review

CGC Financial Services reduced its iShares Russell 2000 ETF (IWM) stake by 62% in Q2 2026, selling an estimated $42.7K and leaving 92 shares worth $27.6K. The position accounts for 0.01% of the portfolio, ranked #166.

CGC Financial Services first reported a position in IWM in Q4 2023 and has held it in 11 quarters since. The position peaked at $66.5K in Q4 2025. 2,730 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

CGC Financial Services held 92 shares of iShares Russell 2000 ETF worth $27.6K as of Q2 2026.
CGC Financial Services sold 152 iShares Russell 2000 ETF shares in Q2 2026, an estimated $42.7K.
iShares Russell 2000 ETF made up 0.01% of CGC Financial Services's portfolio in Q2 2026, its #166 holding.
CGC Financial Services first reported a position in iShares Russell 2000 ETF in Q4 2023 and has held it in 11 quarters since.
CGC Financial Services's iShares Russell 2000 ETF position peaked at $66.5K in Q4 2025.
2,730 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on CGC Financial Services's 13F filing for Q2 2026, filed 13 Jul 2026.