Grant Private Wealth Management
IWM icon

Grant Private Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History

Grant Private 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
Q3 		– Sell
-752
Closed -$226K – 171
2026
Q2 		$226K Buy
+752
New +$211K 0.1% 151
2025
Q4 		– Sell
-852
Closed -$206K – 143
2025
Q3 		$206K Buy
+852
New +$195K 0.13% 133

Other funds holding IWM

Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return
Catalyst Capital Advisors
Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return
Millburn Ridgefield Corp
Millburn Ridgefield Corp New York $5.45B AUM 11.92% 1-Year Est. Return

Grant Private Wealth Management's IWM Position: Q3 2026 in Review

Grant Private Wealth Management sold out of iShares Russell 2000 ETF (IWM) in Q3 2026, closing a stake of 752 shares — an estimated $226K sold.

Grant Private Wealth Management first reported a position in IWM in Q3 2025 and held it in 2 quarters. The position peaked at $226K in Q2 2026. 1,791 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

  • Grant Private Wealth Management reported no remaining iShares Russell 2000 ETF position as of Q3 2026 after selling out during the quarter.
  • Grant Private Wealth Management sold 752 iShares Russell 2000 ETF shares in Q3 2026, an estimated $226K.
  • Grant Private Wealth Management first reported a position in iShares Russell 2000 ETF in Q3 2025 and held it in 2 quarters.
  • Grant Private Wealth Management's iShares Russell 2000 ETF position peaked at $226K in Q2 2026.
  • 1,791 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on Grant Private Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.