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 Q2	$562K	Hold	1,871	–	–	0.03%	145
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 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

Grandfield & Dodd's IWM Position: Q2 2026 in Review

Grandfield & Dodd held its iShares Russell 2000 ETF (IWM) position steady in Q2 2026 at 1,871 shares worth $562K. The position accounts for 0.03% of the portfolio, ranked #145.

Grandfield & Dodd first reported a position in IWM in Q1 2022 and has held it in 10 quarters since. 2,734 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Grandfield & Dodd held 1,871 shares of iShares Russell 2000 ETF worth $562K as of Q2 2026.
Grandfield & Dodd left its iShares Russell 2000 ETF share count unchanged in Q2 2026.
iShares Russell 2000 ETF made up 0.03% of Grandfield & Dodd's portfolio in Q2 2026, its #145 holding.
Grandfield & Dodd first reported a position in iShares Russell 2000 ETF in Q1 2022 and has held it in 10 quarters since.
2,734 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Grandfield & Dodd's 13F filing for Q2 2026, filed 7 Aug 2026.