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Graypoint LLC’s iShares Russell 2000 ETF IWM Stock Holding History

Graypoint LLC’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 		$2.98M Buy
13,821
+763
+6% +$154K 0.17% 104
2025
Q1 		$2.6M Sell
13,058
-21
-0.2% -$4.55K 0.16% 110
2024
Q4 		$2.89M Sell
13,079
-115
-0.9% -$26.2K 0.17% 95
2024
Q3 		$2.91M Buy
13,194
+279
+2% +$59.7K 0.19% 91
2024
Q2 		$2.62M Sell
12,915
-1,547
-11% -$313K 0.18% 91
2024
Q1 		$3.04M Buy
14,462
+1,117
+8% +$223K 0.22% 87
2023
Q4 		$2.68M Buy
13,345
+227
+2% +$40.7K 0.22% 90
2023
Q3 		$2.32M Buy
13,118
+800
+6% +$150K 0.22% 88
2023
Q2 		$2.31M Sell
12,318
-670
-5% -$119K 0.23% 83
2023
Q1 		$2.32M Buy
12,988
+2,210
+21% +$407K 0.25% 81
2022
Q4 		$1.88M Buy
10,778
+834
+8% +$148K 0.22% 89
2022
Q3 		$1.64M Buy
9,944
+771
+8% +$141K 0.21% 93
2022
Q2 		$1.55M Sell
9,173
-65
-0.7% -$12K 0.2% 96
2022
Q1 		$1.9M Buy
9,238
+309
+3% +$63K 0.19% 95
2021
Q4 		$1.99M Buy
8,929
+4,408
+98% +$996K 0.21% 86
2021
Q3 		$989K Buy
4,521
+1,230
+37% +$273K 0.12% 118
2021
Q2 		$755K Sell
3,291
-1,215
-27% -$273K 0.1% 135
2021
Q1 		$996K Buy
4,506
+725
+19% +$158K 0.15% 111
2020
Q4 		$741K Buy
3,781
+36
+1% +$6.3K 0.13% 119
2020
Q3 		$561K Buy
3,745
+461
+14% +$69.4K 0.11% 127
2020
Q2 		$470K Buy
3,284
+210
+7% +$27.6K 0.11% 113
2020
Q1 		$351K Buy
+3,074
New +$458K 0.1% 111

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

Graypoint LLC's IWM Position: Q2 2025 in Review

Graypoint LLC increased its iShares Russell 2000 ETF (IWM) stake by 5.8% in Q2 2025, buying an estimated $154K and bringing the position to 13,821 shares worth $2.98M. The position accounts for 0.17% of the portfolio, ranked #104.

Graypoint LLC first reported a position in IWM in Q1 2020 and has held it in 22 quarters since. The position peaked at $3.04M in Q1 2024. 2,362 funds tracked by Wall St. Rank hold IWM as of Q2 2025.

  • Graypoint LLC held 13,821 shares of iShares Russell 2000 ETF worth $2.98M as of Q2 2025.
  • Graypoint LLC bought 763 iShares Russell 2000 ETF shares in Q2 2025, an estimated $154K.
  • iShares Russell 2000 ETF made up 0.17% of Graypoint LLC's portfolio in Q2 2025, its #104 holding.
  • Graypoint LLC first reported a position in iShares Russell 2000 ETF in Q1 2020 and has held it in 22 quarters since.
  • Graypoint LLC's iShares Russell 2000 ETF position peaked at $3.04M in Q1 2024.
  • 2,362 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2025.

Based on Graypoint LLC's 13F filing for Q2 2025, filed 15 Jul 2025.