Greenland Capital Management’s iShares Russell 2000 ETF IWM Stock Holding History

Greenland Capital 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
2025 Q3	–	Sell	-25,000	Closed	-$5.39M	–	376
2025 Q2	$5.39M	Buy	+25,000	New	+$5.03M	0.55%	60
2025 Q1	–	Sell	-50,000	Closed	-$11M	–	373
2024 Q4	$11M	Buy	50,000 +30,000	+150%	+$6.84M	1.76%	9
2024 Q3	$4.42M	Sell	20,000 -15,000	-43%	-$3.21M	0.55%	54
2024 Q2	$7.1M	Buy	+35,000	New	+$7.07M	1.05%	25
2023 Q4	–	Sell	-20,000	Closed	-$3.53M	–	467
2023 Q3	$3.53M	Buy	20,000 +12,500	+167%	+$2.35M	0.34%	101
2023 Q2	$1.4M	Sell	7,500 -17,500	-70%	-$3.12M	0.15%	151
2023 Q1	$4.46M	Buy	+25,000	New	+$4.6M	0.49%	74

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Greenland Capital Management's IWM Position: Q1 2026 in Review

Greenland Capital Management sold out of iShares Russell 2000 ETF (IWM) in Q1 2026, closing a stake of 7,138 shares — an estimated $1.76M sold.

Greenland Capital Management first reported a position in IWM in Q4 2023 and held it in 6 quarters. The position peaked at $4.1M in Q3 2025. 2,570 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Greenland Capital Management reported no remaining iShares Russell 2000 ETF position as of Q1 2026 after selling out during the quarter.
Greenland Capital Management sold 7,138 iShares Russell 2000 ETF shares in Q1 2026, an estimated $1.76M.
Greenland Capital Management first reported a position in iShares Russell 2000 ETF in Q4 2023 and held it in 6 quarters.
Greenland Capital Management's iShares Russell 2000 ETF position peaked at $4.1M in Q3 2025.
2,570 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Greenland Capital Management's 13F filing for Q1 2026, filed 15 May 2026.