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

Greenwich 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	$2.31M	Sell	7,701 -150	-2%	-$42.2K	0.08%	108
2026 Q1	$1.95M	Sell	7,851 -134	-2%	-$34.6K	0.08%	121
2025 Q4	$1.97M	Sell	7,985 -15	-0.2%	-$3.69K	0.09%	121
2025 Q3	$1.94M	Buy	8,000 +1	+0%	+$229	0.1%	109
2025 Q2	$1.73M	Sell	7,999 -14	-0.2%	-$2.82K	0.08%	101
2025 Q1	$1.6M	Sell	8,013 -340	-4%	-$73.8K	0.12%	95
2024 Q4	$1.85M	Buy	8,353 +18	+0.2%	+$4.1K	0.13%	81
2024 Q3	$1.84M	Sell	8,335 -30	-0.4%	-$6.42K	0.13%	86
2024 Q2	$1.7M	Sell	8,365 -25	-0.3%	-$5.05K	0.12%	84
2024 Q1	$1.76M	Sell	8,390 -36	-0.4%	-$7.18K	0.14%	83
2023 Q4	$1.69M	Hold	8,426	–	–	0.17%	77
2023 Q3	$1.49M	Sell	8,426 -825	-9%	-$155K	0.16%	82
2023 Q2	$1.73M	Sell	9,251 -329	-3%	-$58.7K	0.18%	79
2023 Q1	$1.71M	Sell	9,580 -66	-0.7%	-$12.2K	0.19%	78
2022 Q4	$1.68M	Buy	+9,646	New	+$1.72M	0.19%	78
2019 Q3	–	Sell	-11,001	Closed	-$1.71M	–	192
2019 Q2	$1.71M	Buy	+11,001	New	+$1.7M	0.29%	59

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

Greenwich Wealth Management's IWM Position: Q2 2026 in Review

Greenwich Wealth Management reduced its iShares Russell 2000 ETF (IWM) stake by 1.9% in Q2 2026, selling an estimated $42.2K and leaving 7,701 shares worth $2.31M. The position accounts for 0.08% of the portfolio, ranked #108.

Greenwich Wealth Management first reported a position in IWM in Q2 2019 and has held it in 16 quarters since. 2,730 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Greenwich Wealth Management held 7,701 shares of iShares Russell 2000 ETF worth $2.31M as of Q2 2026.
Greenwich Wealth Management sold 150 iShares Russell 2000 ETF shares in Q2 2026, an estimated $42.2K.
iShares Russell 2000 ETF made up 0.08% of Greenwich Wealth Management's portfolio in Q2 2026, its #108 holding.
Greenwich Wealth Management first reported a position in iShares Russell 2000 ETF in Q2 2019 and has held it in 16 quarters since.
2,730 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Greenwich Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.