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Grassi Investment Management’s iShares Russell 2000 ETF IWM Stock Holding History

Grassi Investment 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
2025
Q2 		$1.32M Sell
6,132
-575
-9% -$116K 0.11% 69
2025
Q1 		$1.34M Buy
6,707
+290
+5% +$62.9K 0.12% 67
2024
Q4 		$1.42M Buy
6,417
+420
+7% +$95.8K 0.12% 64
2024
Q3 		$1.32M Sell
5,997
-175
-3% -$37.4K 0.11% 64
2024
Q2 		$1.25M Buy
6,172
+121
+2% +$24.5K 0.11% 67
2024
Q1 		$1.27M Buy
6,051
+630
+12% +$126K 0.12% 65
2023
Q4 		$1.09M Buy
+5,421
New +$971K 0.11% 69
2022
Q2 		– Sell
-1,205
Closed -$247K – 128
2022
Q1 		$247K Buy
1,205
+95
+9% +$19.4K 0.03% 122
2021
Q4 		$247K Buy
1,110
+85
+8% +$19.2K 0.02% 126
2021
Q3 		$224K Buy
1,025
+25
+3% +$5.54K 0.03% 133
2021
Q2 		$229K Buy
1,000
+10
+1% +$2.25K 0.02% 131
2021
Q1 		$219K Buy
+990
New +$216K 0.02% 130
2013
Q3 		– Sell
-4,800
Closed -$466K – 138
2013
Q2 		$466K Buy
+4,800
New +$458K 0.12% 116

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return

Grassi Investment Management's IWM Position: Q2 2025 in Review

Grassi Investment Management reduced its iShares Russell 2000 ETF (IWM) stake by 8.6% in Q2 2025, selling an estimated $116K and leaving 6,132 shares worth $1.32M. The position accounts for 0.11% of the portfolio, ranked #69.

Grassi Investment Management first reported a position in IWM in Q2 2013 and has held it in 13 quarters since. The position peaked at $1.42M in Q4 2024. 2,362 funds tracked by Wall St. Rank hold IWM as of Q2 2025.

  • Grassi Investment Management held 6,132 shares of iShares Russell 2000 ETF worth $1.32M as of Q2 2025.
  • Grassi Investment Management sold 575 iShares Russell 2000 ETF shares in Q2 2025, an estimated $116K.
  • iShares Russell 2000 ETF made up 0.11% of Grassi Investment Management's portfolio in Q2 2025, its #69 holding.
  • Grassi Investment Management first reported a position in iShares Russell 2000 ETF in Q2 2013 and has held it in 13 quarters since.
  • Grassi Investment Management's iShares Russell 2000 ETF position peaked at $1.42M in Q4 2024.
  • 2,362 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2025.

Based on Grassi Investment Management's 13F filing for Q2 2025, filed 21 Jul 2025.