Global Financial Private Client’s iShares Russell 2000 ETF IWM Stock Holding History

Global Financial Private Client’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	$1.34M	Buy	4,446 +2	+0%	+$562	0.36%	83
2026 Q1	$1.1M	Hold	4,444	–	–	0.36%	84
2025 Q4	$1.09M	Hold	4,444	–	–	0.38%	78
2025 Q3	$1.08M	Sell	4,444 -211	-5%	-$48.4K	0.38%	80
2025 Q2	$1M	Buy	4,655 +413	+10%	+$83.1K	0.38%	82
2025 Q1	$846K	Sell	4,242 -1,009	-19%	-$219K	0.32%	87
2024 Q4	$1.16M	Hold	5,251	–	–	0.44%	62
2024 Q3	$1.16M	Sell	5,251 -42	-0.8%	-$8.99K	0.45%	55
2024 Q2	$1.07M	Buy	5,293 +42	+0.8%	+$8.49K	0.45%	63
2024 Q1	$1.09M	Sell	5,251 -7	-0.1%	-$1.4K	0.47%	57
2023 Q4	$1.06M	Buy	5,258 +18	+0.3%	+$3.23K	0.49%	56
2023 Q3	$912K	Sell	5,240 -371	-7%	-$69.6K	0.47%	56
2023 Q2	$1.05M	Buy	5,611 +970	+21%	+$173K	0.52%	52
2023 Q1	$828K	Buy	4,641 +51	+1%	+$9.39K	0.43%	57
2022 Q4	$800K	Sell	4,590 -12	-0.3%	-$2.13K	0.45%	51
2022 Q3	$779K	Buy	4,602 +3,525	+327%	+$643K	0.45%	58
2022 Q2	$185K	Sell	1,077 -23	-2%	-$4.24K	0.1%	142
2022 Q1	$228K	Buy	1,100 +414	+60%	+$84.5K	0.11%	137
2021 Q4	$153K	Buy	686 +322	+88%	+$72.8K	0.07%	160
2021 Q3	$80.9K	Hold	364	–	–	0.04%	202
2021 Q2	$84.2K	Sell	364 -25	-6%	-$5.62K	0.05%	197
2021 Q1	$87K	Buy	389 +105	+37%	+$22.9K	0.06%	165
2020 Q4	$55.7K	Buy	284 +67	+31%	+$11.7K	0.04%	186
2020 Q3	$33K	Sell	217 -89	-29%	-$13.4K	0.03%	220
2020 Q2	$43.4K	Sell	306 -279	-48%	-$36.6K	0.04%	227
2020 Q1	$62.4K	Sell	585 -3,504	-86%	-$522K	0.07%	183
2019 Q4	$677K	Buy	+4,089	New	+$646K	0.57%	41

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 Financial Private Client's IWM Position: Q2 2026 in Review

Global Financial Private Client increased its iShares Russell 2000 ETF (IWM) stake by 0.05% in Q2 2026, buying an estimated $562 and bringing the position to 4,446 shares worth $1.34M. The position accounts for 0.36% of the portfolio, ranked #83.

Global Financial Private Client first reported a position in IWM in Q4 2019 and has held it in 27 quarters since. 2,727 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Global Financial Private Client held 4,446 shares of iShares Russell 2000 ETF worth $1.34M as of Q2 2026.
Global Financial Private Client bought 2 iShares Russell 2000 ETF shares in Q2 2026, an estimated $562.
iShares Russell 2000 ETF made up 0.36% of Global Financial Private Client's portfolio in Q2 2026, its #83 holding.
Global Financial Private Client first reported a position in iShares Russell 2000 ETF in Q4 2019 and has held it in 27 quarters since.
2,727 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Global Financial Private Client's 13F filing for Q2 2026, filed 20 Jul 2026.