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Great Valley Advisor Group’s iShares Russell 2000 ETF IWM Stock Holding History

Great Valley Advisor 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
Q1 		$7.54M Buy
30,408
+18,083
+147% +$4.66M 0.14% 147
2025
Q4 		$3.03M Buy
12,325
+281
+2% +$69.1K 0.06% 263
2025
Q3 		$2.91M Buy
12,044
+661
+6% +$152K 0.06% 263
2025
Q2 		$2.46M Sell
11,383
-1,363
-11% -$274K 0.05% 283
2025
Q1 		$2.54M Sell
12,746
-77
-0.6% -$16.7K 0.05% 270
2024
Q4 		$2.83M Sell
12,823
-722
-5% -$165K 0.06% 267
2024
Q3 		$2.99M Buy
13,545
+215
+2% +$46K 0.07% 254
2024
Q2 		$2.7M Buy
13,330
+779
+6% +$157K 0.08% 242
2024
Q1 		$2.64M Buy
12,551
+19
+0.2% +$3.79K 0.08% 233
2023
Q4 		$2.52M Sell
12,532
-213
-2% -$38.2K 0.09% 209
2023
Q3 		$2.25M Sell
12,745
-777
-6% -$146K 0.09% 206
2023
Q2 		$2.53M Hold
13,522
– – 0.11% 193
2023
Q1 		$2.41M Sell
13,522
-109
-0.8% -$20.1K 0.11% 190
2022
Q4 		$2.38M Buy
13,631
+274
+2% +$48.7K 0.12% 188
2022
Q3 		$2.2M Buy
13,357
+442
+3% +$80.6K 0.12% 179
2022
Q2 		$2.19M Buy
12,915
+7,440
+136% +$1.37M 0.12% 186
2022
Q1 		$1.13M Buy
5,475
+697
+15% +$142K 0.07% 267
2021
Q4 		$1.06M Buy
4,778
+232
+5% +$52.4K 0.07% 263
2021
Q3 		$995K Buy
4,546
+308
+7% +$68.3K 0.07% 252
2021
Q2 		$967K Buy
4,238
+1,919
+83% +$431K 0.07% 245
2021
Q1 		$512K Buy
2,319
+332
+17% +$72.5K 0.05% 299
2020
Q4 		$389K Sell
1,987
-109
-5% -$19.1K 0.04% 325
2020
Q3 		$314K Sell
2,096
-1,529
-42% -$230K 0.04% 320
2020
Q2 		$519K Buy
3,625
+808
+29% +$106K 0.08% 231
2020
Q1 		$323K Sell
2,817
-982
-26% -$146K 0.09% 229
2019
Q4 		$629K Buy
3,799
+15
+0.4% +$2.37K 0.14% 181
2019
Q3 		$572K Buy
3,784
+135
+4% +$20.6K 0.14% 183
2019
Q2 		$569K Sell
3,649
-1,959
-35% -$302K 0.14% 176
2019
Q1 		$828K Buy
+5,608
New +$843K 0.26% 110

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Great Valley Advisor Group's IWM Position: Q1 2026 in Review

Great Valley Advisor Group increased its iShares Russell 2000 ETF (IWM) stake by 147% in Q1 2026, buying an estimated $4.66M and bringing the position to 30,408 shares worth $7.54M. The position accounts for 0.14% of the portfolio, ranked #147.

Great Valley Advisor Group first reported a position in IWM in Q1 2019 and has held it in 29 quarters since. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Great Valley Advisor Group held 30,408 shares of iShares Russell 2000 ETF worth $7.54M as of Q1 2026.
  • Great Valley Advisor Group bought 18,083 iShares Russell 2000 ETF shares in Q1 2026, an estimated $4.66M.
  • iShares Russell 2000 ETF made up 0.14% of Great Valley Advisor Group's portfolio in Q1 2026, its #147 holding.
  • Great Valley Advisor Group first reported a position in iShares Russell 2000 ETF in Q1 2019 and has held it in 29 quarters since.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Great Valley Advisor Group's 13F filing for Q1 2026, filed 11 May 2026.