Global Wealth Strategies & Associates’s iShares Russell 2000 ETF IWM Stock Holding History

Global Wealth Strategies & Associates’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	–	Sell	-100	Closed	-$24.8K	–	260
2026 Q1	$24.8K	Sell	100 -16	-14%	-$4.13K	0.01%	236
2025 Q4	$28.6K	Sell	116 -20	-15%	-$4.92K	0.01%	213
2025 Q3	$32.9K	Hold	136	–	–	0.01%	180
2025 Q2	$29.3K	Sell	136 -100	-42%	-$20.1K	0.01%	144
2025 Q1	$47.1K	Buy	236 +103	+77%	+$22.3K	0.01%	123
2024 Q4	$29.4K	Hold	133	–	–	0.01%	136
2024 Q3	$29.4K	Hold	133	–	–	0.01%	124
2024 Q2	$27K	Hold	133	–	–	0.01%	114
2024 Q1	$28K	Hold	133	–	–	0.01%	116
2023 Q4	$26.7K	Hold	133	–	–	0.01%	108
2023 Q3	$23.5K	Hold	133	–	–	0.01%	106
2023 Q2	$24.9K	Sell	133 -2	-1%	-$357	0.01%	103
2023 Q1	$24.1K	Buy	135 +19	+16%	+$3.5K	0.01%	98
2022 Q4	$20.2K	Buy	+116	New	+$20.6K	0.01%	107

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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 Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Global Wealth Strategies & Associates's IWM Position: Q2 2026 in Review

Global Wealth Strategies & Associates sold out of iShares Russell 2000 ETF (IWM) in Q2 2026, closing a stake of 100 shares — an estimated $24.8K sold.

Global Wealth Strategies & Associates first reported a position in IWM in Q4 2022 and held it in 14 quarters. The position peaked at $47.1K in Q1 2025. 2,740 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Global Wealth Strategies & Associates reported no remaining iShares Russell 2000 ETF position as of Q2 2026 after selling out during the quarter.
Global Wealth Strategies & Associates sold 100 iShares Russell 2000 ETF shares in Q2 2026, an estimated $24.8K.
Global Wealth Strategies & Associates first reported a position in iShares Russell 2000 ETF in Q4 2022 and held it in 14 quarters.
Global Wealth Strategies & Associates's iShares Russell 2000 ETF position peaked at $47.1K in Q1 2025.
2,740 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2026, filed 1 Jul 2026.