GC Wealth Management RIA’s iShares Russell 2000 ETF IWM Stock Holding History

GC Wealth Management RIA’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	$4.53M	Sell	15,064 -1,357	-8%	-$381K	0.26%	77
2026 Q1	$4.07M	Buy	16,421 +227	+1%	+$58.6K	0.17%	91
2025 Q4	$3.99M	Buy	16,194 +3,648	+29%	+$897K	0.15%	100
2025 Q3	$3.04M	Sell	12,546 -100	-0.8%	-$22.9K	0.1%	154
2025 Q2	$2.73M	Buy	12,646 +39	+0.3%	+$7.85K	0.22%	102
2025 Q1	$2.52M	Buy	12,607 +708	+6%	+$154K	0.46%	53
2024 Q4	$2.63M	Hold	11,899	–	–	0.46%	51
2024 Q3	$2.63M	Sell	11,899 -8	-0.1%	-$1.71K	0.46%	47
2024 Q2	$2.42M	Sell	11,907 -468	-4%	-$94.6K	0.48%	42
2024 Q1	$2.6M	Buy	+12,375	New	+$2.47M	0.52%	36

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

GC Wealth Management RIA's IWM Position: Q2 2026 in Review

GC Wealth Management RIA reduced its iShares Russell 2000 ETF (IWM) stake by 8.3% in Q2 2026, selling an estimated $381K and leaving 15,064 shares worth $4.53M. The position accounts for 0.26% of the portfolio, ranked #77.

GC Wealth Management RIA first reported a position in IWM in Q1 2024 and has held it in 10 quarters since. 2,724 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

GC Wealth Management RIA held 15,064 shares of iShares Russell 2000 ETF worth $4.53M as of Q2 2026.
GC Wealth Management RIA sold 1,357 iShares Russell 2000 ETF shares in Q2 2026, an estimated $381K.
iShares Russell 2000 ETF made up 0.26% of GC Wealth Management RIA's portfolio in Q2 2026, its #77 holding.
GC Wealth Management RIA first reported a position in iShares Russell 2000 ETF in Q1 2024 and has held it in 10 quarters since.
2,724 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on GC Wealth Management RIA's 13F filing for Q2 2026, filed 16 Jul 2026.