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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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Greenwich Wealth Management's IWM Position: Q1 2026 in Review

Greenwich Wealth Management reduced its iShares Russell 2000 ETF (IWM) stake by 1.7% in Q1 2026, selling an estimated $34.6K and leaving 7,851 shares worth $1.95M. The position accounts for 0.08% of the portfolio, ranked #121.

Greenwich Wealth Management first reported a position in IWM in Q2 2019 and has held it in 15 quarters since. The position peaked at $1.97M in Q4 2025. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Greenwich Wealth Management held 7,851 shares of iShares Russell 2000 ETF worth $1.95M as of Q1 2026.
  • Greenwich Wealth Management sold 134 iShares Russell 2000 ETF shares in Q1 2026, an estimated $34.6K.
  • iShares Russell 2000 ETF made up 0.08% of Greenwich Wealth Management's portfolio in Q1 2026, its #121 holding.
  • Greenwich Wealth Management first reported a position in iShares Russell 2000 ETF in Q2 2019 and has held it in 15 quarters since.
  • Greenwich Wealth Management's iShares Russell 2000 ETF position peaked at $1.97M in Q4 2025.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Greenwich Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.