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GLOBALT Investments’s iShares Russell 2000 ETF IWM Stock Holding History

GLOBALT Investments’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 		$73.2M Sell
243,530
-5,200
-2% -$1.46M 2.47% 7
2026
Q1 		$61.7M Buy
248,730
+3,675
+1% +$948K 2.2% 9
2025
Q4 		$60.3M Sell
245,055
-469
-0.2% -$115K 2.2% 10
2025
Q3 		$59.4M Sell
245,524
-18,131
-7% -$4.16M 2.17% 9
2025
Q2 		$56.9M Sell
263,655
-14,507
-5% -$2.92M 2.18% 10
2025
Q1 		$55.5M Sell
278,162
-2,519
-0.9% -$546K 2.27% 10
2024
Q4 		$62M Sell
280,681
-21,832
-7% -$4.98M 2.37% 9
2024
Q3 		$66.8M Buy
302,513
+4,089
+1% +$875K 2.5% 9
2024
Q2 		$60.5M Buy
298,424
+14,462
+5% +$2.92M 2.42% 10
2024
Q1 		$59.7M Sell
283,962
-4,285
-1% -$855K 2.38% 10
2023
Q4 		$57.9M Buy
+288,247
New +$51.6M 2.41% 12

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

GLOBALT Investments's IWM Position: Q2 2026 in Review

GLOBALT Investments reduced its iShares Russell 2000 ETF (IWM) stake by 2.1% in Q2 2026, selling an estimated $1.46M and leaving 243,530 shares worth $73.2M. The position accounts for 2.47% of the portfolio, ranked #7.

GLOBALT Investments first reported a position in IWM in Q4 2023 and has held it in 11 quarters since. 2,730 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • GLOBALT Investments held 243,530 shares of iShares Russell 2000 ETF worth $73.2M as of Q2 2026.
  • GLOBALT Investments sold 5,200 iShares Russell 2000 ETF shares in Q2 2026, an estimated $1.46M.
  • iShares Russell 2000 ETF made up 2.47% of GLOBALT Investments's portfolio in Q2 2026, its #7 holding.
  • GLOBALT Investments first reported a position in iShares Russell 2000 ETF in Q4 2023 and has held it in 11 quarters since.
  • 2,730 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on GLOBALT Investments's 13F filing for Q2 2026, filed 11 Aug 2026.