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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
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 $1.37T 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

GLOBALT Investments's IWM Position: Q1 2026 in Review

GLOBALT Investments increased its iShares Russell 2000 ETF (IWM) stake by 1.5% in Q1 2026, buying an estimated $948K and bringing the position to 248,730 shares worth $61.7M. The position accounts for 2.2% of the portfolio, ranked #9.

GLOBALT Investments first reported a position in IWM in Q4 2023 and has held it in 10 quarters since. The position peaked at $66.8M in Q3 2024. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • GLOBALT Investments held 248,730 shares of iShares Russell 2000 ETF worth $61.7M as of Q1 2026.
  • GLOBALT Investments bought 3,675 iShares Russell 2000 ETF shares in Q1 2026, an estimated $948K.
  • iShares Russell 2000 ETF made up 2.2% of GLOBALT Investments's portfolio in Q1 2026, its #9 holding.
  • GLOBALT Investments first reported a position in iShares Russell 2000 ETF in Q4 2023 and has held it in 10 quarters since.
  • GLOBALT Investments's iShares Russell 2000 ETF position peaked at $66.8M in Q3 2024.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on GLOBALT Investments's 13F filing for Q1 2026, filed 15 May 2026.