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

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

AIA

Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 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. 936 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.
936 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.