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Global Wealth Management Investment Advisory’s iShares Russell 2000 ETF IWM Stock Holding History

Global Wealth Management Investment 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 		$284K Sell
946
-20
-2% -$5.62K 0.04% 139
2026
Q1 		$240K Hold
966
– – 0.04% 145
2025
Q4 		$238K Sell
966
-130
-12% -$32K 0.04% 140
2025
Q3 		$265K Buy
+1,096
New +$251K 0.04% 138
2025
Q2 		– Sell
-1,134
Closed -$226K – 145
2025
Q1 		$226K Sell
1,134
-334
-23% -$72.5K 0.05% 132
2024
Q4 		$324K Buy
1,468
+98
+7% +$22.3K 0.07% 121
2024
Q3 		$303K Sell
1,370
-51
-4% -$10.9K 0.07% 124
2024
Q2 		$288K Buy
1,421
+105
+8% +$21.2K 0.07% 123
2024
Q1 		$277K Buy
1,316
+50
+4% +$9.97K 0.07% 124
2023
Q4 		$254K Buy
1,266
+108
+9% +$19.3K 0.07% 125
2023
Q3 		$205K Sell
1,158
-50
-4% -$9.39K 0.06% 132
2023
Q2 		$226K Sell
1,208
-121
-9% -$21.6K 0.06% 131
2023
Q1 		$237K Sell
1,329
-186
-12% -$34.2K 0.07% 126
2022
Q4 		$264K Sell
1,515
-30
-2% -$5.33K 0.09% 119
2022
Q3 		$255K Sell
1,545
-133
-8% -$24.3K 0.09% 125
2022
Q2 		$284K Buy
1,678
+11
+0.7% +$2.03K 0.1% 127
2022
Q1 		$342K Hold
1,667
– – 0.1% 120
2021
Q4 		$371K Hold
1,667
– – 0.11% 111
2021
Q3 		$365K Buy
1,667
+517
+45% +$115K 0.12% 107
2021
Q2 		$264K Sell
1,150
-76
-6% -$17.1K 0.09% 116
2021
Q1 		$271K Buy
1,226
+76
+7% +$16.6K 0.1% 111
2020
Q4 		$225K Hold
1,150
– – 0.09% 109
2020
Q3 		$172K Hold
1,150
– – 0.07% 107
2020
Q2 		$165K Hold
1,150
– – 0.07% 120
2020
Q1 		$132K Sell
1,150
-111
-9% -$16.5K 0.07% 114
2019
Q4 		$209K Buy
1,261
+11
+0.9% +$1.74K 0.09% 106
2019
Q3 		$189K Sell
1,250
-155
-11% -$23.7K 0.09% 104
2019
Q2 		$218K Sell
1,405
-168
-11% -$25.9K 0.11% 100
2019
Q1 		$241K Hold
1,573
– – 0.13% 105
2018
Q4 		$211K Buy
+1,573
New +$235K 0.12% 129

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 Wealth Management Investment Advisory's IWM Position: Q2 2026 in Review

Global Wealth Management Investment Advisory reduced its iShares Russell 2000 ETF (IWM) stake by 2.1% in Q2 2026, selling an estimated $5.62K and leaving 946 shares worth $284K. The position accounts for 0.04% of the portfolio, ranked #139.

Global Wealth Management Investment Advisory first reported a position in IWM in Q4 2018 and has held it in 30 quarters since. The position peaked at $371K in Q4 2021. 2,740 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Global Wealth Management Investment Advisory held 946 shares of iShares Russell 2000 ETF worth $284K as of Q2 2026.
  • Global Wealth Management Investment Advisory sold 20 iShares Russell 2000 ETF shares in Q2 2026, an estimated $5.62K.
  • iShares Russell 2000 ETF made up 0.04% of Global Wealth Management Investment Advisory's portfolio in Q2 2026, its #139 holding.
  • Global Wealth Management Investment Advisory first reported a position in iShares Russell 2000 ETF in Q4 2018 and has held it in 30 quarters since.
  • Global Wealth Management Investment Advisory's iShares Russell 2000 ETF position peaked at $371K in Q4 2021.
  • 2,740 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Global Wealth Management Investment Advisory's 13F filing for Q2 2026, filed 29 Jul 2026.