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 Q2	$2.25M	Buy	7,488 +4,999	+201%	+$1.4M	0.21%	62
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	Buy	+7,145	New	+$1.43M	0.85%	29
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 $1.55T 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

Granite Bay Wealth Management's IWM Position: Q2 2026 in Review

Granite Bay Wealth Management increased its iShares Russell 2000 ETF (IWM) stake by 201% in Q2 2026, buying an estimated $1.4M and bringing the position to 7,488 shares worth $2.25M. The position accounts for 0.21% of the portfolio, ranked #62.

Granite Bay Wealth Management first reported a position in IWM in Q4 2021 and has held it in 14 quarters since. The position peaked at $3.25M in Q4 2021. 2,731 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Granite Bay Wealth Management held 7,488 shares of iShares Russell 2000 ETF worth $2.25M as of Q2 2026.
Granite Bay Wealth Management bought 4,999 iShares Russell 2000 ETF shares in Q2 2026, an estimated $1.4M.
iShares Russell 2000 ETF made up 0.21% of Granite Bay Wealth Management's portfolio in Q2 2026, its #62 holding.
Granite Bay Wealth Management first reported a position in iShares Russell 2000 ETF in Q4 2021 and has held it in 14 quarters since.
Granite Bay Wealth Management's iShares Russell 2000 ETF position peaked at $3.25M in Q4 2021.
2,731 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Granite Bay Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.