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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
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 $1.37T 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Global Wealth Management Investment Advisory's IWM Position: Q1 2026 in Review

Global Wealth Management Investment Advisory held its iShares Russell 2000 ETF (IWM) position steady in Q1 2026 at 966 shares worth $240K. The position accounts for 0.04% of the portfolio, ranked #145.

Global Wealth Management Investment Advisory first reported a position in IWM in Q4 2018 and has held it in 29 quarters since. The position peaked at $371K in Q4 2021. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Global Wealth Management Investment Advisory held 966 shares of iShares Russell 2000 ETF worth $240K as of Q1 2026.
  • Global Wealth Management Investment Advisory left its iShares Russell 2000 ETF share count unchanged in Q1 2026.
  • iShares Russell 2000 ETF made up 0.04% of Global Wealth Management Investment Advisory's portfolio in Q1 2026, its #145 holding.
  • Global Wealth Management Investment Advisory first reported a position in iShares Russell 2000 ETF in Q4 2018 and has held it in 29 quarters since.
  • Global Wealth Management Investment Advisory's iShares Russell 2000 ETF position peaked at $371K in Q4 2021.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2026, filed 1 May 2026.