Grantvest Financial Group’s iShares Russell 2000 ETF IWM Stock Holding History

Grantvest Financial Group’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	$1.21M	Buy	4,042 +1,833	+83%	+$515K	0.7%	28
2026 Q1	$548K	Sell	2,209 -17	-0.8%	-$4.38K	0.35%	71
2025 Q4	$548K	Sell	2,226 -142	-6%	-$34.9K	0.35%	69
2025 Q3	$573K	Sell	2,368 -635	-21%	-$146K	0.4%	60
2025 Q2	$648K	Sell	3,003 -42	-1%	-$8.45K	0.48%	48
2025 Q1	$608K	Sell	3,045 -30	-1%	-$6.51K	0.49%	45
2024 Q4	$679K	Buy	+3,075	New	+$701K	0.76%	39

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

Grantvest Financial Group's IWM Position: Q2 2026 in Review

Grantvest Financial Group increased its iShares Russell 2000 ETF (IWM) stake by 83% in Q2 2026, buying an estimated $515K and bringing the position to 4,042 shares worth $1.21M. The position accounts for 0.7% of the portfolio, ranked #28.

Grantvest Financial Group first reported a position in IWM in Q4 2024 and has held it in 7 quarters since. 2,725 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Grantvest Financial Group held 4,042 shares of iShares Russell 2000 ETF worth $1.21M as of Q2 2026.
Grantvest Financial Group bought 1,833 iShares Russell 2000 ETF shares in Q2 2026, an estimated $515K.
iShares Russell 2000 ETF made up 0.7% of Grantvest Financial Group's portfolio in Q2 2026, its #28 holding.
Grantvest Financial Group first reported a position in iShares Russell 2000 ETF in Q4 2024 and has held it in 7 quarters since.
2,725 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Grantvest Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.