Global Assets Advisory’s iShares Russell 2000 ETF IWM Stock Holding History

Global Assets Advisory’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	$448K	Buy	1,489 +393	+36%	+$110K	0.1%	210
2026 Q1	$272K	Buy	1,096 +52	+5%	+$13.4K	0.08%	186
2025 Q4	$257K	Sell	1,044 -4	-0.4%	-$983	0.07%	244
2025 Q3	$254K	Sell	1,048 -100	-9%	-$22.9K	0.08%	228
2025 Q2	$250K	Sell	1,148 -3,046	-73%	-$613K	0.1%	180
2025 Q1	$788K	Buy	4,194 +2,896	+223%	+$628K	0.15%	127
2024 Q4	$287K	Buy	+1,298	New	+$296K	0.16%	121
2024 Q2	–	Sell	-623	Closed	-$130K	–	292
2024 Q1	$130K	Buy	+623	New	+$124K	0.08%	170

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

Global Assets Advisory's IWM Position: Q2 2026 in Review

Global Assets Advisory increased its iShares Russell 2000 ETF (IWM) stake by 36% in Q2 2026, buying an estimated $110K and bringing the position to 1,489 shares worth $448K. The position accounts for 0.1% of the portfolio, ranked #210.

Global Assets Advisory first reported a position in IWM in Q1 2024 and has held it in 8 quarters since. The position peaked at $788K in Q1 2025. 2,730 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Global Assets Advisory held 1,489 shares of iShares Russell 2000 ETF worth $448K as of Q2 2026.
Global Assets Advisory bought 393 iShares Russell 2000 ETF shares in Q2 2026, an estimated $110K.
iShares Russell 2000 ETF made up 0.1% of Global Assets Advisory's portfolio in Q2 2026, its #210 holding.
Global Assets Advisory first reported a position in iShares Russell 2000 ETF in Q1 2024 and has held it in 8 quarters since.
Global Assets Advisory's iShares Russell 2000 ETF position peaked at $788K in Q1 2025.
2,730 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Global Assets Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.