Grant Street Asset Management’s iShares Russell 2000 ETF IWM Stock Holding History

Grant Street Asset 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	$295K	Sell	982 -329	-25%	-$92.5K	0.05%	74
2026 Q1	$325K	Hold	1,311	–	–	0.06%	70
2025 Q4	$323K	Sell	1,311 -199	-13%	-$48.9K	0.07%	64
2025 Q3	$365K	Buy	1,510 +1	+0.1%	+$229	0.08%	58
2025 Q2	$326K	Buy	1,509 +41	+3%	+$8.25K	0.07%	59
2025 Q1	$293K	Buy	1,468 +174	+13%	+$37.7K	0.07%	56
2024 Q4	$286K	Hold	1,294	–	–	0.07%	56
2024 Q3	$286K	Hold	1,294	–	–	0.08%	55
2024 Q2	$263K	Hold	1,294	–	–	0.08%	57
2024 Q1	$272K	Hold	1,294	–	–	0.09%	48
2023 Q4	$260K	Buy	1,294 +54	+4%	+$9.67K	0.09%	48
2023 Q3	$219K	Buy	+1,240	New	+$233K	0.09%	51

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 Street Asset Management's IWM Position: Q2 2026 in Review

Grant Street Asset Management reduced its iShares Russell 2000 ETF (IWM) stake by 25% in Q2 2026, selling an estimated $92.5K and leaving 982 shares worth $295K. The position accounts for 0.05% of the portfolio, ranked #74.

Grant Street Asset Management first reported a position in IWM in Q3 2023 and has held it in 12 quarters since. The position peaked at $365K in Q3 2025. 2,740 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Grant Street Asset Management held 982 shares of iShares Russell 2000 ETF worth $295K as of Q2 2026.
Grant Street Asset Management sold 329 iShares Russell 2000 ETF shares in Q2 2026, an estimated $92.5K.
iShares Russell 2000 ETF made up 0.05% of Grant Street Asset Management's portfolio in Q2 2026, its #74 holding.
Grant Street Asset Management first reported a position in iShares Russell 2000 ETF in Q3 2023 and has held it in 12 quarters since.
Grant Street Asset Management's iShares Russell 2000 ETF position peaked at $365K in Q3 2025.
2,740 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Grant Street Asset Management's 13F filing for Q2 2026, filed 5 Aug 2026.