GR Financial Group’s iShares Russell 2000 ETF IWM Stock Holding History

GR Financial Group’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	$210K	Buy	+698	New	+$196K	0.03%	34
2024 Q2	–	Sell	-1,053	Closed	-$222K	–	19
2024 Q1	$222K	Sell	1,053 -1,157	-52%	-$231K	0.05%	18
2023 Q4	$444K	Sell	2,210 -207,114	-99%	-$37.1M	0.16%	7
2023 Q3	$37M	Buy	209,324 +3,478	+2%	+$653K	10.34%	3
2023 Q2	$38.5M	Buy	205,846 +2,214	+1%	+$395K	11.98%	4
2023 Q1	$36.3M	Buy	203,632 +988	+0.5%	+$182K	12.94%	3
2022 Q4	$35.3M	Buy	+202,644	New	+$36M	11.86%	4

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

GR Financial Group's IWM Position: Q2 2026 in Review

GR Financial Group opened a new position in iShares Russell 2000 ETF (IWM) in Q2 2026: 698 shares worth $210K. The stake represents 0.03% of the portfolio and ranks #34 among its holdings. This is a return to the name: GR Financial Group previously reported a position in IWM as recently as Q1 2024.

GR Financial Group first reported a position in IWM in Q4 2022 and has held it in 7 quarters since. The position peaked at $38.5M in Q2 2023. 2,730 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

GR Financial Group held 698 shares of iShares Russell 2000 ETF worth $210K as of Q2 2026.
iShares Russell 2000 ETF was a new GR Financial Group position in Q2 2026.
iShares Russell 2000 ETF made up 0.03% of GR Financial Group's portfolio in Q2 2026, its #34 holding.
GR Financial Group first reported a position in iShares Russell 2000 ETF in Q4 2022 and has held it in 7 quarters since.
GR Financial Group's iShares Russell 2000 ETF position peaked at $38.5M in Q2 2023.
2,730 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on GR Financial Group's 13F filing for Q2 2026, filed 3 Aug 2026.