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 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

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

Grant Private Wealth Management's IWM Position: Q2 2026 in Review

Grant Private Wealth Management opened a new position in iShares Russell 2000 ETF (IWM) in Q2 2026: 752 shares worth $226K. The stake represents 0.1% of the portfolio and ranks #151 among its holdings. This is a return to the name: Grant Private Wealth Management previously reported a position in IWM as recently as Q3 2025.

Grant Private Wealth Management first reported a position in IWM in Q3 2025 and has held it in 2 quarters since. 2,730 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Grant Private Wealth Management held 752 shares of iShares Russell 2000 ETF worth $226K as of Q2 2026.
iShares Russell 2000 ETF was a new Grant Private Wealth Management position in Q2 2026.
iShares Russell 2000 ETF made up 0.1% of Grant Private Wealth Management's portfolio in Q2 2026, its #151 holding.
Grant Private Wealth Management first reported a position in iShares Russell 2000 ETF in Q3 2025 and has held it in 2 quarters since.
2,730 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Grant Private Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.