Glassman Wealth Services’s iShares Russell 2000 ETF IWM Stock Holding History

Glassman Wealth 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 Q1	$167K	Hold	673	–	–	0.02%	76
2025 Q4	$166K	Sell	673 -440	-40%	-$108K	0.02%	82
2025 Q3	$269K	Sell	1,113 -28	-2%	-$6.42K	0.04%	67
2025 Q2	$246K	Sell	1,141 -78	-6%	-$15.7K	0.04%	68
2025 Q1	$243K	Buy	1,219 +432	+55%	+$93.7K	0.04%	64
2024 Q4	$174K	Sell	787 -223	-22%	-$50.8K	0.03%	69
2024 Q3	$223K	Sell	1,010 -308	-23%	-$65.9K	0.04%	65
2024 Q2	$267K	Sell	1,318 -124	-9%	-$25.1K	0.05%	62
2024 Q1	$303K	Buy	1,442 +4	+0.3%	+$798	0.06%	54
2023 Q4	$289K	Sell	1,438 -1,070	-43%	-$192K	0.04%	141
2023 Q3	$443K	Hold	2,508	–	–	0.07%	83
2023 Q2	$470K	Sell	2,508 -416	-14%	-$74.2K	0.08%	80
2023 Q1	$522K	Hold	2,924	–	–	0.09%	71
2022 Q4	$510K	Buy	2,924 +2	+0.1%	+$356	0.09%	80
2022 Q3	$482K	Sell	2,922 -479	-14%	-$87.4K	0.1%	72
2022 Q2	$576K	Buy	3,401 +79	+2%	+$14.6K	0.12%	70
2022 Q1	$682K	Sell	3,322 -125	-4%	-$25.5K	0.12%	67
2021 Q4	$767K	Sell	3,447 -306	-8%	-$69.1K	0.14%	55
2021 Q3	$821K	Sell	3,753 -790	-17%	-$175K	0.17%	49
2021 Q2	$1.04M	Buy	4,543 +183	+4%	+$41.1K	0.22%	40
2021 Q1	$963K	Sell	4,360 -900	-17%	-$197K	0.21%	45
2020 Q4	$1.03M	Buy	5,260 +3	+0.1%	+$525	0.24%	40
2020 Q3	$788K	Buy	5,257 +876	+20%	+$132K	0.22%	47
2020 Q2	$627K	Sell	4,381 -18	-0.4%	-$2.36K	0.19%	51
2020 Q1	$504K	Buy	4,399 +796	+22%	+$119K	0.19%	54
2019 Q4	$597K	Hold	3,603	–	–	0.23%	57
2019 Q3	$545K	Hold	3,603	–	–	0.22%	57
2019 Q2	$560K	Hold	3,603	–	–	0.23%	53
2019 Q1	$552K	Buy	3,603 +220	+7%	+$33.1K	0.24%	50
2018 Q4	$453K	Hold	3,383	–	–	0.24%	56
2018 Q3	$570K	Hold	3,383	–	–	0.26%	49
2018 Q2	$554K	Sell	3,383 -200	-6%	-$32K	0.28%	43
2018 Q1	$544K	Buy	3,583 +340	+10%	+$52.5K	0.34%	37
2017 Q4	$494K	Sell	3,243 -2,773	-46%	-$417K	0.3%	36
2017 Q3	$891K	Hold	6,016	–	–	0.58%	19
2017 Q2	$848K	Hold	6,016	–	–	0.56%	19
2017 Q1	$827K	Sell	6,016 -51	-0.8%	-$6.97K	0.57%	19
2016 Q4	$818K	Buy	6,067 +323	+6%	+$41.3K	0.58%	19
2016 Q3	$713K	Sell	5,744 -272	-5%	-$33.1K	0.6%	16
2016 Q2	$692K	Hold	6,016	–	–	0.59%	15
2016 Q1	$666K	Hold	6,016	–	–	0.61%	14
2015 Q4	$678K	Hold	6,016	–	–	0.61%	17
2015 Q3	$657K	Hold	6,016	–	–	0.59%	20
2015 Q2	$751K	Hold	6,016	–	–	0.61%	18
2015 Q1	$748K	Buy	6,016 +1,024	+21%	+$123K	0.6%	17
2014 Q4	$597K	Buy	+4,992	New	+$571K	0.43%	19

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

Glassman Wealth Services's IWM Position: Q1 2026 in Review

Glassman Wealth Services held its iShares Russell 2000 ETF (IWM) position steady in Q1 2026 at 673 shares worth $167K. The position accounts for 0.02% of the portfolio, ranked #76.

Glassman Wealth Services first reported a position in IWM in Q4 2014 and has held it in 46 quarters since. The position peaked at $1.04M in Q2 2021. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Glassman Wealth Services held 673 shares of iShares Russell 2000 ETF worth $167K as of Q1 2026.
Glassman Wealth Services left its iShares Russell 2000 ETF share count unchanged in Q1 2026.
iShares Russell 2000 ETF made up 0.02% of Glassman Wealth Services's portfolio in Q1 2026, its #76 holding.
Glassman Wealth Services first reported a position in iShares Russell 2000 ETF in Q4 2014 and has held it in 46 quarters since.
Glassman Wealth Services's iShares Russell 2000 ETF position peaked at $1.04M in Q2 2021.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Glassman Wealth Services's 13F filing for Q1 2026, filed 4 May 2026.