GM Advisory Group’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.15M | Buy |
8,672
+732
| +9% | +$189K | 0.08% | 105 |
|
|
2025
Q4 | $1.95M | Buy |
7,940
+109
| +1% | +$26.8K | 0.08% | 109 |
|
|
2025
Q3 | $1.89M | Sell |
7,831
-10,220
| -57% | -$2.34M | 0.08% | 103 |
|
|
2025
Q2 | $3.9M | Sell |
18,051
-457
| -2% | -$92K | 0.19% | 62 |
|
|
2025
Q1 | $3.69M | Sell |
18,508
-1,369
| -7% | -$297K | 0.2% | 58 |
|
|
2024
Q4 | $4.39M | Buy |
19,877
+1,328
| +7% | +$303K | 0.24% | 53 |
|
|
2024
Q3 | $4.1M | Buy |
18,549
+1,786
| +11% | +$382K | 0.25% | 56 |
|
|
2024
Q2 | $3.4M | Sell |
16,763
-33
| -0.2% | -$6.67K | 0.22% | 57 |
|
|
2024
Q1 | $3.53M | Buy |
16,796
+13,784
| +458% | +$2.75M | 0.25% | 49 |
|
|
2023
Q4 | $605K | Buy |
3,012
+448
| +17% | +$80.3K | 0.05% | 131 |
|
|
2023
Q3 | $453K | Buy |
2,564
+15
| +0.6% | +$2.82K | 0.04% | 132 |
|
|
2023
Q2 | $477K | Buy |
2,549
+1
| +0% | +$178 | 0.04% | 132 |
|
|
2023
Q1 | $455K | Buy |
2,548
+1
| +0% | +$184 | 0.04% | 132 |
|
|
2022
Q4 | $444K | Sell |
2,547
-385
| -13% | -$68.5K | 0.05% | 122 |
|
|
2022
Q3 | $484K | Buy |
2,932
+86
| +3% | +$15.7K | 0.06% | 120 |
|
|
2022
Q2 | $482K | Sell |
2,846
-149
| -5% | -$27.5K | 0.08% | 113 |
|
|
2022
Q1 | $615K | Buy |
2,995
+187
| +7% | +$38.1K | 0.07% | 113 |
|
|
2021
Q4 | $625K | Sell |
2,808
-260
| -8% | -$58.8K | 0.06% | 120 |
|
|
2021
Q3 | $671K | Sell |
3,068
-5
| -0.2% | -$1.11K | 0.07% | 110 |
|
|
2021
Q2 | $705K | Buy |
3,073
+635
| +26% | +$143K | 0.07% | 108 |
|
|
2021
Q1 | $539K | Buy |
2,438
+250
| +11% | +$54.6K | 0.06% | 114 |
|
|
2020
Q4 | $429K | Buy |
2,188
+550
| +34% | +$96.2K | 0.06% | 113 |
|
|
2020
Q3 | $245K | Buy |
+1,638
| New | +$246K | 0.04% | 140 |
|
|
2020
Q1 | – | Sell |
-1,324
| Closed | -$219K | – | 134 |
|
|
2019
Q4 | $219K | Buy |
+1,324
| New | +$209K | 0.07% | 87 |
|
|
2018
Q4 | – | Sell |
-2,044
| Closed | -$345K | – | 114 |
|
|
2018
Q3 | $345K | Sell |
2,044
-75
| -4% | -$12.7K | 0.11% | 78 |
|
|
2018
Q2 | $347K | Buy |
2,119
+500
| +31% | +$80K | 0.1% | 81 |
|
|
2018
Q1 | $246K | Sell |
1,619
-532
| -25% | -$82.2K | 0.07% | 103 |
|
|
2017
Q4 | $328K | Hold |
2,151
| – | – | 0.09% | 87 |
|
|
2017
Q3 | $319K | Sell |
2,151
-400
| -16% | -$56.3K | 0.1% | 85 |
|
|
2017
Q2 | $359K | Buy |
2,551
+552
| +28% | +$76.4K | 0.11% | 79 |
|
|
2017
Q1 | $275K | Buy |
1,999
+400
| +25% | +$54.6K | 0.09% | 79 |
|
|
2016
Q4 | $216K | Buy |
+1,599
| New | +$204K | 0.08% | 101 |
|
|
2015
Q1 | – | Sell |
-2,700
| Closed | -$323K | – | 57 |
|
|
2014
Q4 | $323K | Buy |
2,700
+21
| +0.8% | +$2.4K | 0.17% | 45 |
|
|
2014
Q3 | $293K | Sell |
2,679
-948
| -26% | -$108K | 0.22% | 47 |
|
|
2014
Q2 | $431K | Sell |
3,627
-1
| -0% | -$114 | 0.37% | 35 |
|
|
2014
Q1 | $418K | Buy |
+3,628
| New | +$419K | 0.32% | 38 |
|
Other funds holding IWM
GM Advisory Group's IWM Position: Q1 2026 in Review
GM Advisory Group increased its iShares Russell 2000 ETF (IWM) stake by 9.2% in Q1 2026, buying an estimated $189K and bringing the position to 8,672 shares worth $2.15M. The position accounts for 0.08% of the portfolio, ranked #105.
GM Advisory Group first reported a position in IWM in Q1 2014 and has held it in 36 quarters since. The position peaked at $4.39M in Q4 2024. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.
- GM Advisory Group held 8,672 shares of iShares Russell 2000 ETF worth $2.15M as of Q1 2026.
- GM Advisory Group bought 732 iShares Russell 2000 ETF shares in Q1 2026, an estimated $189K.
- iShares Russell 2000 ETF made up 0.08% of GM Advisory Group's portfolio in Q1 2026, its #105 holding.
- GM Advisory Group first reported a position in iShares Russell 2000 ETF in Q1 2014 and has held it in 36 quarters since.
- GM Advisory Group's iShares Russell 2000 ETF position peaked at $4.39M in Q4 2024.
- 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.
Based on GM Advisory Group's 13F filing for Q1 2026, filed 28 Apr 2026.