Granite Bay Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History

Granite Bay Wealth Management’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	$617K	Buy	2,489 +160	+7%	+$41.3K	0.13%	49
2025 Q4	$573K	Sell	2,329 -263	-10%	-$64.7K	0.14%	49
2025 Q3	$627K	Sell	2,592 -1,122	-30%	-$257K	0.16%	46
2025 Q2	$801K	Sell	3,714 -2,286	-38%	-$460K	0.26%	35
2025 Q1	$1.2M	Buy	6,000 +2,822	+89%	+$612K	0.42%	34
2024 Q4	$702K	Buy	+3,178	New	+$725K	0.26%	37
2024 Q3	–	Sell	-5,148	Closed	-$1.04M	–	54
2024 Q2	$1.04M	Sell	5,148 -1,997	-28%	-$404K	0.56%	26
2024 Q1	$1.5M	Sell	7,145 -3,891,917	-100%	-$776M	0.85%	29
2023 Q4	$691M	Buy	3,899,062 +3,626,670	+1,331%	+$650M	6.18%	3
2023 Q3	$51M	Buy	+272,392	New	+$51.1M	0.5%	33
2023 Q2	–	Sell	-11,612	Closed	-$2.07M	–	56
2023 Q1	$2.07M	Buy	11,612 +4,392	+61%	+$809K	1.45%	15
2022 Q4	$1.26M	Buy	7,220 +2,500	+53%	+$445K	0.82%	19
2022 Q3	$778K	Buy	4,720 +3,500	+287%	+$638K	0.63%	22
2022 Q2	$207K	Buy	+1,220	New	+$225K	0.16%	55
2022 Q1	–	Sell	-14,631	Closed	-$3.25M	–	63
2021 Q4	$3.25M	Buy	+14,631	New	+$3.31M	3.22%	10

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Granite Bay Wealth Management's IWM Position: Q1 2026 in Review

Granite Bay Wealth Management increased its iShares Russell 2000 ETF (IWM) stake by 6.9% in Q1 2026, buying an estimated $41.3K and bringing the position to 2,489 shares worth $617K. The position accounts for 0.13% of the portfolio, ranked #49.

Granite Bay Wealth Management first reported a position in IWM in Q4 2021 and has held it in 15 quarters since. The position peaked at $691M in Q4 2023. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Granite Bay Wealth Management held 2,489 shares of iShares Russell 2000 ETF worth $617K as of Q1 2026.
Granite Bay Wealth Management bought 160 iShares Russell 2000 ETF shares in Q1 2026, an estimated $41.3K.
iShares Russell 2000 ETF made up 0.13% of Granite Bay Wealth Management's portfolio in Q1 2026, its #49 holding.
Granite Bay Wealth Management first reported a position in iShares Russell 2000 ETF in Q4 2021 and has held it in 15 quarters since.
Granite Bay Wealth Management's iShares Russell 2000 ETF position peaked at $691M in Q4 2023.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Granite Bay Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.