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 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 $1.37T 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

Grant Street Asset Management's IWM Position: Q1 2026 in Review

Grant Street Asset Management held its iShares Russell 2000 ETF (IWM) position steady in Q1 2026 at 1,311 shares worth $325K. The position accounts for 0.06% of the portfolio, ranked #70.

Grant Street Asset Management first reported a position in IWM in Q3 2023 and has held it in 11 quarters since. The position peaked at $365K in Q3 2025. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Grant Street Asset Management held 1,311 shares of iShares Russell 2000 ETF worth $325K as of Q1 2026.
Grant Street Asset Management left its iShares Russell 2000 ETF share count unchanged in Q1 2026.
iShares Russell 2000 ETF made up 0.06% of Grant Street Asset Management's portfolio in Q1 2026, its #70 holding.
Grant Street Asset Management first reported a position in iShares Russell 2000 ETF in Q3 2023 and has held it in 11 quarters since.
Grant Street Asset Management's iShares Russell 2000 ETF position peaked at $365K in Q3 2025.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Grant Street Asset Management's 13F filing for Q1 2026, filed 7 May 2026.