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GFS Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

GFS Advisors’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 		$2.27M Buy
+253
New +$71.1K 0.24% 72
2024
Q3 		– Sell
-182,246
Closed -$21K – 149
2024
Q2 		$21K Buy
+182,246
New +$36.8M ﹤0.01% 183
2020
Q1 		– Sell
-3,500
Closed -$580K – 124
2019
Q4 		$580K Hold
3,500
– – 0.15% 84
2019
Q3 		$530K Buy
+3,500
New +$534K 0.15% 81
2019
Q1 		– Sell
-3,877
Closed -$519K – 117
2018
Q4 		$519K Buy
+3,877
New +$578K 0.14% 88
2016
Q3 		– Sell
-2,406
Closed -$277K – 140
2016
Q2 		$277K Sell
2,406
-23
-0.9% -$2.6K 0.07% 112
2016
Q1 		$269K Sell
2,429
-40
-2% -$4.14K 0.07% 120
2015
Q4 		$278K Buy
2,469
+67
+3% +$7.73K 0.08% 122
2015
Q3 		$262K Sell
2,402
-4,154
-63% -$493K 0.09% 112
2015
Q2 		$819K Sell
6,556
-395
-6% -$49.3K 0.27% 76
2015
Q1 		$864K Sell
6,951
-838
-11% -$101K 0.3% 76
2014
Q4 		$932K Sell
7,789
-1,529
-16% -$175K 0.37% 71
2014
Q3 		$1.02M Buy
9,318
+15
+0.2% +$1.72K 0.42% 63
2014
Q2 		$1.1M Buy
9,303
+13
+0.1% +$1.48K 0.45% 63
2014
Q1 		$1.08M Hold
9,290
– – 0.42% 64
2013
Q4 		$1.07M Buy
9,290
+2,374
+34% +$262K 0.53% 56
2013
Q3 		$737K Sell
6,916
-15
-0.2% -$1.55K 0.39% 65
2013
Q2 		$672K Buy
+6,931
New +$662K 0.39% 64

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Treasurer of the State of North Carolina
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
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

GFS Advisors's IWM Position: Q2 2026 in Review

GFS Advisors opened a new position in iShares Russell 2000 ETF (IWM) in Q2 2026: 253 shares worth $2.27M. The stake represents 0.24% of the portfolio and ranks #72 among its holdings. This is a return to the name: GFS Advisors previously reported a position in IWM as recently as Q2 2024.

GFS Advisors first reported a position in IWM in Q2 2013 and has held it in 18 quarters since. 2,727 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • GFS Advisors held 253 shares of iShares Russell 2000 ETF worth $2.27M as of Q2 2026.
  • iShares Russell 2000 ETF was a new GFS Advisors position in Q2 2026.
  • iShares Russell 2000 ETF made up 0.24% of GFS Advisors's portfolio in Q2 2026, its #72 holding.
  • GFS Advisors first reported a position in iShares Russell 2000 ETF in Q2 2013 and has held it in 18 quarters since.
  • 2,727 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on GFS Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.