Global Trust Asset Management’s iShares Russell 2000 ETF IWM Stock Holding History

Global Trust Asset Management’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
2025 Q4	–	Sell	-11	Closed	-$2.66K	–	498
2025 Q3	$2.66K	Hold	11	–	–	﹤0.01%	448
2025 Q2	$2.37K	Hold	11	–	–	﹤0.01%	438
2025 Q1	$2.19K	Hold	11	–	–	﹤0.01%	422
2024 Q4	$2.43K	Hold	11	–	–	﹤0.01%	469
2024 Q3	$2.43K	Sell	11 -50	-82%	-$10.7K	﹤0.01%	436
2024 Q2	$12.4K	Hold	61	–	–	0.01%	351
2024 Q1	$12.8K	Hold	61	–	–	0.01%	346
2023 Q4	$12.2K	Hold	61	–	–	0.01%	330
2023 Q3	$10.8K	Sell	61 -152	-71%	-$28.5K	0.01%	325
2023 Q2	$39.9K	Sell	213 -12	-5%	-$2.14K	0.02%	247
2023 Q1	$40.1K	Hold	225	–	–	0.02%	242
2022 Q4	$39.2K	Sell	225 -50	-18%	-$8.89K	0.02%	235
2022 Q3	$45K	Buy	275 +164	+148%	+$29.9K	0.02%	219
2022 Q2	$19K	Hold	111	–	–	0.01%	284
2022 Q1	$23K	Hold	111	–	–	0.01%	326
2021 Q4	$25K	Buy	111 +100	+909%	+$22.6K	0.01%	304
2021 Q3	$2K	Hold	11	–	–	﹤0.01%	366
2021 Q2	$3K	Hold	11	–	–	﹤0.01%	368
2021 Q1	$2K	Sell	11 -100	-90%	-$21.8K	﹤0.01%	347
2020 Q4	$22K	Hold	111	–	–	0.01%	272
2020 Q3	$17K	Hold	111	–	–	0.01%	247
2020 Q2	$16K	Hold	111	–	–	0.01%	227
2020 Q1	$13K	Hold	111	–	–	0.01%	249
2019 Q4	$18K	Hold	111	–	–	0.01%	274
2019 Q3	$17K	Hold	111	–	–	0.01%	247
2019 Q2	$17K	Hold	111	–	–	0.01%	274
2019 Q1	$17K	Sell	111 -275	-71%	-$41.3K	0.01%	257
2018 Q4	$52K	Sell	386 -6	-2%	-$895	0.05%	186
2018 Q3	$66K	Sell	392 -75	-16%	-$12.7K	0.05%	199
2018 Q2	$76K	Hold	467	–	–	0.06%	183
2018 Q1	$71K	Hold	467	–	–	0.06%	179
2017 Q4	$71K	Buy	+467	New	+$70.1K	0.05%	192

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Global Trust Asset Management's IWM Position: Q4 2025 in Review

Global Trust Asset Management sold out of iShares Russell 2000 ETF (IWM) in Q4 2025, closing a stake of 11 shares — an estimated $2.66K sold.

Global Trust Asset Management first reported a position in IWM in Q4 2017 and held it in 32 quarters. The position peaked at $76K in Q2 2018. 2,590 funds tracked by Wall St. Rank hold IWM as of Q4 2025.

Global Trust Asset Management reported no remaining iShares Russell 2000 ETF position as of Q4 2025 after selling out during the quarter.
Global Trust Asset Management sold 11 iShares Russell 2000 ETF shares in Q4 2025, an estimated $2.66K.
Global Trust Asset Management first reported a position in iShares Russell 2000 ETF in Q4 2017 and held it in 32 quarters.
Global Trust Asset Management's iShares Russell 2000 ETF position peaked at $76K in Q2 2018.
2,590 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2025.

Based on Global Trust Asset Management's 13F filing for Q4 2025, filed 20 Jan 2026.