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Greenberg Financial Group’s iShares Russell 2000 ETF IWM Stock Holding History

Greenberg Financial 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
2025
Q4 		$9.85M Buy
+40,023
New +$9.84M 4.06% 6
2025
Q2 		$11.3M Sell
37,677
-2,436
-6% -$490K 4.19% 5
2025
Q1 		$9.95M Buy
+40,113
New +$8.7M 4.1% 6

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Greenberg Financial Group's IWM Position: Q4 2025 in Review

Greenberg Financial Group opened a new position in iShares Russell 2000 ETF (IWM) in Q4 2025: 40,023 shares worth $9.85M. The stake represents 4.06% of the portfolio and ranks #6 among its holdings. This is a return to the name: Greenberg Financial Group previously reported a position in IWM as recently as Q2 2025.

Greenberg Financial Group first reported a position in IWM in Q1 2025 and has held it in 3 quarters since. The position peaked at $11.3M in Q2 2025. 2,605 funds tracked by Wall St. Rank hold IWM as of Q4 2025.

  • Greenberg Financial Group held 40,023 shares of iShares Russell 2000 ETF worth $9.85M as of Q4 2025.
  • iShares Russell 2000 ETF was a new Greenberg Financial Group position in Q4 2025.
  • iShares Russell 2000 ETF made up 4.06% of Greenberg Financial Group's portfolio in Q4 2025, its #6 holding.
  • Greenberg Financial Group first reported a position in iShares Russell 2000 ETF in Q1 2025 and has held it in 3 quarters since.
  • Greenberg Financial Group's iShares Russell 2000 ETF position peaked at $11.3M in Q2 2025.
  • 2,605 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2025.

Based on Greenberg Financial Group's 13F filing for Q4 2025, filed 22 Jan 2026.