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Greenleaf Trust’s iShares Russell 2000 ETF IWM Stock Holding History

Greenleaf Trust’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 		$4.18M Sell
13,911
-170
-1% -$47.8K 0.04% 125
2026
Q1 		$3.49M Sell
14,081
-1,024
-7% -$264K 0.03% 131
2025
Q4 		$3.72M Sell
15,105
-3,323
-18% -$817K 0.03% 122
2025
Q3 		$4.46M Sell
18,428
-12,183
-40% -$2.8M 0.04% 108
2025
Q2 		$6.61M Sell
30,611
-1,257
-4% -$253K 0.06% 85
2025
Q1 		$6.36M Buy
31,868
+1,890
+6% +$410K 0.06% 86
2024
Q4 		$6.62M Sell
29,978
-1,268
-4% -$289K 0.06% 87
2024
Q3 		$6.9M Buy
31,246
+285
+0.9% +$61K 0.06% 85
2024
Q2 		$6.28M Sell
30,961
-453
-1% -$91.5K 0.06% 86
2024
Q1 		$6.61M Buy
31,414
+486
+2% +$97K 0.06% 86
2023
Q4 		$6.21M Buy
30,928
+2,384
+8% +$427K 0.07% 89
2023
Q3 		$5.04M Buy
28,544
+977
+4% +$183K 0.06% 87
2023
Q2 		$5.16M Sell
27,567
-21
-0.1% -$3.74K 0.05% 85
2023
Q1 		$4.92M Buy
27,588
+2,260
+9% +$416K 0.06% 90
2022
Q4 		$4.42M Buy
25,328
+4,873
+24% +$867K 0.06% 94
2022
Q3 		$3.37M Buy
20,455
+12,341
+152% +$2.25M 0.05% 103
2022
Q2 		$1.37M Buy
8,114
+645
+9% +$119K 0.02% 178
2022
Q1 		$1.53M Buy
7,469
+1,522
+26% +$310K 0.02% 174
2021
Q4 		$1.32M Buy
5,947
+2,344
+65% +$530K 0.02% 193
2021
Q3 		$788K Sell
3,603
-115
-3% -$25.5K 0.01% 279
2021
Q2 		$853K Hold
3,718
– – 0.01% 262
2021
Q1 		$821K Buy
3,718
+826
+29% +$180K 0.01% 247
2020
Q4 		$567K Sell
2,892
-1,334
-32% -$233K 0.01% 302
2020
Q3 		$633K Sell
4,226
-320
-7% -$48.1K 0.01% 245
2020
Q2 		$651K Sell
4,546
-3,931
-46% -$516K 0.01% 230
2020
Q1 		$970K Sell
8,477
-4,952
-37% -$738K 0.02% 137
2019
Q4 		$2.23M Sell
13,429
-3,659
-21% -$578K 0.03% 95
2019
Q3 		$2.59M Sell
17,088
-7,019
-29% -$1.07M 0.04% 83
2019
Q2 		$3.75M Buy
24,107
+158
+0.7% +$24.4K 0.06% 68
2019
Q1 		$3.67M Sell
23,949
-365
-2% -$54.9K 0.06% 63
2018
Q4 		$3.26M Sell
24,314
-125
-0.5% -$18.7K 0.06% 66
2018
Q3 		$4.12M Sell
24,439
-434
-2% -$73.3K 0.07% 62
2018
Q2 		$4.07M Sell
24,873
-23,309
-48% -$3.73M 0.08% 62
2018
Q1 		$7.32M Sell
48,182
-9,453
-16% -$1.46M 0.15% 38
2017
Q4 		$8.79M Buy
57,635
+4,416
+8% +$663K 0.18% 29
2017
Q3 		$7.89M Buy
53,219
+14,471
+37% +$2.04M 0.17% 30
2017
Q2 		$5.46M Buy
38,748
+37,135
+2,302% +$5.14M 0.12% 48
2017
Q1 		$222K Buy
+1,613
New +$220K 0.01% 272

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
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
AI
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
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return

Greenleaf Trust's IWM Position: Q2 2026 in Review

Greenleaf Trust reduced its iShares Russell 2000 ETF (IWM) stake by 1.2% in Q2 2026, selling an estimated $47.8K and leaving 13,911 shares worth $4.18M. The position accounts for 0.04% of the portfolio, ranked #125.

Greenleaf Trust first reported a position in IWM in Q1 2017 and has held it in 38 quarters since. The position peaked at $8.79M in Q4 2017. 985 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Greenleaf Trust held 13,911 shares of iShares Russell 2000 ETF worth $4.18M as of Q2 2026.
  • Greenleaf Trust sold 170 iShares Russell 2000 ETF shares in Q2 2026, an estimated $47.8K.
  • iShares Russell 2000 ETF made up 0.04% of Greenleaf Trust's portfolio in Q2 2026, its #125 holding.
  • Greenleaf Trust first reported a position in iShares Russell 2000 ETF in Q1 2017 and has held it in 38 quarters since.
  • Greenleaf Trust's iShares Russell 2000 ETF position peaked at $8.79M in Q4 2017.
  • 985 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Greenleaf Trust's 13F filing for Q2 2026, filed 21 Jul 2026.