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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
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 $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Global Retirement Partners's IWM Position: Q4 2025 in Review

Global Retirement Partners increased its iShares Russell 2000 ETF (IWM) stake by 28% in Q4 2025, buying an estimated $3.53M and bringing the position to 66,066 shares worth $16.3M. The position accounts for 0.29% of the portfolio, ranked #64.

Global Retirement Partners first reported a position in IWM in Q4 2016 and has held it in 35 quarters since. 2,591 funds tracked by Wall St. Rank hold IWM as of Q4 2025.

  • Global Retirement Partners held 66,066 shares of iShares Russell 2000 ETF worth $16.3M as of Q4 2025.
  • Global Retirement Partners bought 14,358 iShares Russell 2000 ETF shares in Q4 2025, an estimated $3.53M.
  • iShares Russell 2000 ETF made up 0.29% of Global Retirement Partners's portfolio in Q4 2025, its #64 holding.
  • Global Retirement Partners first reported a position in iShares Russell 2000 ETF in Q4 2016 and has held it in 35 quarters since.
  • 2,591 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.