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Global Retirement Partners’s iShares Russell 2000 ETF IWM Stock Holding History

Global Retirement Partners’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 		$1.71K Buy
+1,000
New +$281K ﹤0.01% 4084
2021
Q1 		– Sell
-3,500
Closed -$11K – 1830
2020
Q4 		$11K Buy
+3,500
New +$612K ﹤0.01% 1232
2019
Q1 		– Sell
-100
Closed -$4K – 1542
2018
Q4 		$4K Hold
100
– – ﹤0.01% 1214
2018
Q3 		$1K Buy
+100
New +$16.9K ﹤0.01% 1476

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

Global Retirement Partners's IWM Position: Q2 2026 in Review

Global Retirement Partners opened a new position in iShares Russell 2000 ETF (IWM) in Q2 2026: 55,579 shares worth $16.7M. The stake represents 0.26% of the portfolio and ranks #77 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in IWM as recently as Q4 2025.

Global Retirement Partners first reported a position in IWM in Q4 2016 and has held it in 36 quarters since. 2,740 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Global Retirement Partners held 55,579 shares of iShares Russell 2000 ETF worth $16.7M as of Q2 2026.
  • iShares Russell 2000 ETF was a new Global Retirement Partners position in Q2 2026.
  • iShares Russell 2000 ETF made up 0.26% of Global Retirement Partners's portfolio in Q2 2026, its #77 holding.
  • Global Retirement Partners first reported a position in iShares Russell 2000 ETF in Q4 2016 and has held it in 36 quarters since.
  • 2,740 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.