Garrett Wealth Advisory Group’s iShares Russell 2000 ETF IWM Stock Holding History

Garrett Wealth Advisory 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 Q1	$208K	Hold	839	–	–	0.04%	129
2025 Q4	$206K	Sell	839 -142	-14%	-$34.9K	0.04%	116
2025 Q3	$237K	Buy	981 +41	+4%	+$9.41K	0.05%	105
2025 Q2	$203K	Buy	+940	New	+$189K	0.04%	111
2025 Q1	–	Sell	-950	Closed	-$210K	–	113
2024 Q4	$210K	Sell	950 -174	-15%	-$39.7K	0.05%	98
2024 Q3	$248K	Buy	1,124 +129	+13%	+$27.6K	0.06%	86
2024 Q2	$202K	Buy	+995	New	+$201K	0.07%	83
2019 Q4	–	Sell	-973	Closed	-$147K	–	350
2019 Q3	$147K	Buy	+973	New	+$149K	0.1%	66

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Garrett Wealth Advisory Group's IWM Position: Q1 2026 in Review

Garrett Wealth Advisory Group held its iShares Russell 2000 ETF (IWM) position steady in Q1 2026 at 839 shares worth $208K. The position accounts for 0.04% of the portfolio, ranked #129.

Garrett Wealth Advisory Group first reported a position in IWM in Q3 2019 and has held it in 8 quarters since. The position peaked at $248K in Q3 2024. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Garrett Wealth Advisory Group held 839 shares of iShares Russell 2000 ETF worth $208K as of Q1 2026.
Garrett Wealth Advisory Group left its iShares Russell 2000 ETF share count unchanged in Q1 2026.
iShares Russell 2000 ETF made up 0.04% of Garrett Wealth Advisory Group's portfolio in Q1 2026, its #129 holding.
Garrett Wealth Advisory Group first reported a position in iShares Russell 2000 ETF in Q3 2019 and has held it in 8 quarters since.
Garrett Wealth Advisory Group's iShares Russell 2000 ETF position peaked at $248K in Q3 2024.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Garrett Wealth Advisory Group's 13F filing for Q1 2026, filed 27 Apr 2026.