Gray Private Wealth’s iShares Russell 2000 ETF IWM Stock Holding History

Gray Private Wealth’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	$13.3M	Buy	44,256 +2,448	+6%	+$688K	5.75%	4
2026 Q1	$10.4M	Buy	41,808 +1,028	+3%	+$265K	5.21%	4
2025 Q4	$10M	Buy	40,780 +2,073	+5%	+$510K	4.9%	4
2025 Q3	$9.37M	Buy	38,707 +462	+1%	+$106K	4.72%	4
2025 Q2	$8.25M	Buy	38,245 +537	+1%	+$108K	4.44%	4
2025 Q1	$7.52M	Buy	37,708 +1,462	+4%	+$317K	4.53%	4
2024 Q4	$8.01M	Buy	36,246 +207	+0.6%	+$47.2K	4.77%	4
2024 Q3	$7.96M	Buy	36,039 +415	+1%	+$88.8K	4.76%	4
2024 Q2	$7.23M	Buy	35,624 +267	+0.8%	+$54K	4.63%	4
2024 Q1	$7.44M	Buy	+35,357	New	+$7.05M	4.89%	4

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

Gray Private Wealth's IWM Position: Q2 2026 in Review

Gray Private Wealth increased its iShares Russell 2000 ETF (IWM) stake by 5.9% in Q2 2026, buying an estimated $688K and bringing the position to 44,256 shares worth $13.3M. The position accounts for 5.75% of the portfolio, ranked #4.

Gray Private Wealth first reported a position in IWM in Q1 2024 and has held it in 10 quarters since. 2,721 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Gray Private Wealth held 44,256 shares of iShares Russell 2000 ETF worth $13.3M as of Q2 2026.
Gray Private Wealth bought 2,448 iShares Russell 2000 ETF shares in Q2 2026, an estimated $688K.
iShares Russell 2000 ETF made up 5.75% of Gray Private Wealth's portfolio in Q2 2026, its #4 holding.
Gray Private Wealth first reported a position in iShares Russell 2000 ETF in Q1 2024 and has held it in 10 quarters since.
2,721 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Gray Private Wealth's 13F filing for Q2 2026, filed 24 Jul 2026.