Great Waters Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History

Great Waters Wealth 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
2026 Q2	$21.9M	Sell	72,850 -4,898	-6%	-$1.38M	2.03%	9
2026 Q1	$19.3M	Sell	77,748 -5,229	-6%	-$1.35M	2.04%	10
2025 Q4	$20.4M	Sell	82,977 -15,705	-16%	-$3.86M	2.25%	10
2025 Q3	$23.9M	Sell	98,682 -7,074	-7%	-$1.62M	2.82%	9
2025 Q2	$22.8M	Sell	105,756 -4,371	-4%	-$880K	2.97%	9
2025 Q1	$22M	Sell	110,127 -17,335	-14%	-$3.76M	3.05%	9
2024 Q4	$28.2M	Sell	127,462 -21,867	-15%	-$4.99M	3.61%	9
2024 Q3	$33M	Sell	149,329 -17,203	-10%	-$3.68M	4.45%	9
2024 Q2	$33.8M	Sell	166,532 -12,389	-7%	-$2.5M	5.16%	8
2024 Q1	$37.6M	Sell	178,921 -18,140	-9%	-$3.62M	6.15%	7
2023 Q4	$38.3M	Sell	197,061 -12,760	-6%	-$2.29M	6.79%	6
2023 Q3	$36.3M	Sell	209,821 -13,550	-6%	-$2.54M	7.2%	6
2023 Q2	$41.8M	Sell	223,371 -11,719	-5%	-$2.09M	8.32%	5
2023 Q1	$41.7M	Sell	235,090 -14,299	-6%	-$2.63M	8.82%	5
2022 Q4	$46.7M	Buy	+249,389	New	+$44.4M	10.06%	3

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

Great Waters Wealth Management's IWM Position: Q2 2026 in Review

Great Waters Wealth Management reduced its iShares Russell 2000 ETF (IWM) stake by 6.3% in Q2 2026, selling an estimated $1.38M and leaving 72,850 shares worth $21.9M. The position accounts for 2.03% of the portfolio, ranked #9.

Great Waters Wealth Management first reported a position in IWM in Q4 2022 and has held it in 15 quarters since. The position peaked at $46.7M in Q4 2022. 2,738 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Great Waters Wealth Management held 72,850 shares of iShares Russell 2000 ETF worth $21.9M as of Q2 2026.
Great Waters Wealth Management sold 4,898 iShares Russell 2000 ETF shares in Q2 2026, an estimated $1.38M.
iShares Russell 2000 ETF made up 2.03% of Great Waters Wealth Management's portfolio in Q2 2026, its #9 holding.
Great Waters Wealth Management first reported a position in iShares Russell 2000 ETF in Q4 2022 and has held it in 15 quarters since.
Great Waters Wealth Management's iShares Russell 2000 ETF position peaked at $46.7M in Q4 2022.
2,738 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Great Waters Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.