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Grandfield & Dodd’s iShares Russell 2000 ETF IWM Stock Holding History

Grandfield & Dodd’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 		$464K Hold
1,871
– – 0.03% 153
2025
Q4 		$461K Hold
1,871
– – 0.03% 146
2025
Q3 		$453K Hold
1,871
– – 0.03% 146
2025
Q2 		$404K Hold
1,871
– – 0.02% 154
2025
Q1 		$373K Buy
+1,871
New +$406K 0.02% 154
2024
Q4 		– Sell
-1,477
Closed -$326K – 207
2024
Q3 		$326K Buy
+1,477
New +$316K 0.02% 166
2022
Q4 		– Sell
-1,403
Closed -$230K – 192
2022
Q3 		$230K Sell
1,403
-169
-11% -$30.8K 0.02% 170
2022
Q2 		$270K Hold
1,572
– – 0.02% 165
2022
Q1 		$320K Buy
+1,572
New +$321K 0.02% 167

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

Grandfield & Dodd's IWM Position: Q1 2026 in Review

Grandfield & Dodd held its iShares Russell 2000 ETF (IWM) position steady in Q1 2026 at 1,871 shares worth $464K. The position accounts for 0.03% of the portfolio, ranked #153.

Grandfield & Dodd first reported a position in IWM in Q1 2022 and has held it in 9 quarters since. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Grandfield & Dodd held 1,871 shares of iShares Russell 2000 ETF worth $464K as of Q1 2026.
  • Grandfield & Dodd left its iShares Russell 2000 ETF share count unchanged in Q1 2026.
  • iShares Russell 2000 ETF made up 0.03% of Grandfield & Dodd's portfolio in Q1 2026, its #153 holding.
  • Grandfield & Dodd first reported a position in iShares Russell 2000 ETF in Q1 2022 and has held it in 9 quarters since.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Grandfield & Dodd's 13F filing for Q1 2026, filed 7 May 2026.