GeoWealth Management’s iShares Russell 2000 ETF IWM Stock Holding History

GeoWealth Management’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	$235K	Sell	783 -15	-2%	-$4.21K	0.01%	732
2026 Q1	$198K	Sell	798 -1	-0.1%	-$258	0.01%	730
2025 Q4	$197K	Sell	799 -157	-16%	-$38.6K	0.01%	674
2025 Q3	$231K	Sell	956 -96	-9%	-$22K	0.01%	656
2025 Q2	$227K	Sell	1,052 -1,034	-50%	-$208K	0.01%	625
2025 Q1	$416K	Sell	2,086 -584	-22%	-$127K	0.02%	465
2024 Q4	$590K	Buy	2,670 +1,445	+118%	+$329K	0.02%	429
2024 Q3	$271K	Buy	1,225 +23	+2%	+$4.92K	0.01%	631
2024 Q2	$244K	Sell	1,202 -12	-1%	-$2.42K	0.01%	632
2024 Q1	$255K	Buy	1,214 +165	+16%	+$32.9K	0.01%	613
2023 Q4	$210K	Buy	1,049 +149	+17%	+$26.7K	0.02%	495
2023 Q3	$159K	Buy	900 +65	+8%	+$12.2K	0.02%	305
2023 Q2	$156K	Buy	835 +328	+65%	+$58.5K	0.02%	257
2023 Q1	$90K	Buy	+507	New	+$93.3K	0.01%	248
2021 Q3	–	Sell	-364	Closed	-$83K	–	397
2021 Q2	$83K	Sell	364 -11,670	-97%	-$2.62M	0.01%	214
2021 Q1	$2.66M	Sell	12,034 -3,385	-22%	-$739K	0.41%	58
2020 Q4	$3.04M	Buy	15,419 +5,101	+49%	+$893K	0.49%	58
2020 Q3	$1.54M	Buy	10,318 +2,147	+26%	+$323K	0.47%	68
2020 Q2	$1.17M	Buy	+8,171	New	+$1.07M	0.48%	63
2019 Q4	–	Sell	-2,792	Closed	-$423K	–	146
2019 Q3	$423K	Buy	+2,792	New	+$426K	0.1%	114

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

GeoWealth Management's IWM Position: Q2 2026 in Review

GeoWealth Management reduced its iShares Russell 2000 ETF (IWM) stake by 1.9% in Q2 2026, selling an estimated $4.21K and leaving 783 shares worth $235K. The position accounts for 0.01% of the portfolio, ranked #732.

GeoWealth Management first reported a position in IWM in Q3 2019 and has held it in 20 quarters since. The position peaked at $3.04M in Q4 2020. 2,726 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

GeoWealth Management held 783 shares of iShares Russell 2000 ETF worth $235K as of Q2 2026.
GeoWealth Management sold 15 iShares Russell 2000 ETF shares in Q2 2026, an estimated $4.21K.
iShares Russell 2000 ETF made up 0.01% of GeoWealth Management's portfolio in Q2 2026, its #732 holding.
GeoWealth Management first reported a position in iShares Russell 2000 ETF in Q3 2019 and has held it in 20 quarters since.
GeoWealth Management's iShares Russell 2000 ETF position peaked at $3.04M in Q4 2020.
2,726 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.