GG
IWM icon

Greenwood Gearhart’s iShares Russell 2000 ETF IWM Stock Holding History

Greenwood Gearhart’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 		$53.1M Buy
176,816
+4,166
+2% +$1.17M 2.47% 16
2026
Q1 		$42.8M Buy
172,650
+7,928
+5% +$2.05M 2.32% 16
2025
Q4 		$40.5M Buy
164,722
+1,076
+0.7% +$265K 2.23% 17
2025
Q3 		$39.6M Buy
163,646
+2,365
+1% +$543K 2.28% 17
2025
Q2 		$34.8M Buy
161,281
+8,309
+5% +$1.67M 2.17% 17
2025
Q1 		$30.5M Buy
152,972
+13,300
+10% +$2.89M 2.11% 18
2024
Q4 		$30.9M Buy
139,672
+11,015
+9% +$2.51M 2.13% 16
2024
Q3 		$28.4M Buy
128,657
+44,763
+53% +$9.58M 2.36% 14
2024
Q2 		$17M Buy
83,894
+2,217
+3% +$448K 1.61% 22
2024
Q1 		$17.2M Buy
81,677
+11,474
+16% +$2.29M 1.68% 21
2023
Q4 		$14.1M Buy
+70,203
New +$12.6M 1.5% 23
2023
Q3 		– Sell
-1,376
Closed -$258K – 101
2023
Q2 		$258K Buy
1,376
+209
+18% +$37.3K 0.03% 91
2023
Q1 		$208K Sell
1,167
-330
-22% -$60.8K 0.03% 94
2022
Q4 		$261K Sell
1,497
-1,075
-42% -$191K 0.04% 89
2022
Q3 		$424K Buy
2,572
+445
+21% +$81.2K 0.07% 72
2022
Q2 		$360K Hold
2,127
– – 0.06% 74
2022
Q1 		$437K Buy
2,127
+355
+20% +$72.4K 0.06% 74
2021
Q4 		$394K Buy
1,772
+638
+56% +$144K 0.05% 77
2021
Q3 		$248K Buy
1,134
+10
+0.9% +$2.22K 0.04% 80
2021
Q2 		$258K Sell
1,124
-2
-0.2% -$450 0.04% 77
2021
Q1 		$249K Buy
+1,126
New +$246K 0.04% 76
2018
Q4 		– Sell
-1,221
Closed -$206K – 66
2018
Q3 		$206K Sell
1,221
-362
-23% -$61.1K 0.06% 69
2018
Q2 		$259K Buy
1,583
+19
+1% +$3.04K 0.08% 64
2018
Q1 		$237K Hold
1,564
– – 0.07% 65
2017
Q4 		$238K Buy
+1,564
New +$235K 0.08% 58

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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
PRS
Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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 $44.6B AUM 28.94% 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

Greenwood Gearhart's IWM Position: Q2 2026 in Review

Greenwood Gearhart increased its iShares Russell 2000 ETF (IWM) stake by 2.4% in Q2 2026, buying an estimated $1.17M and bringing the position to 176,816 shares worth $53.1M. The position accounts for 2.47% of the portfolio, ranked #16.

Greenwood Gearhart first reported a position in IWM in Q4 2017 and has held it in 25 quarters since. 1,350 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Greenwood Gearhart held 176,816 shares of iShares Russell 2000 ETF worth $53.1M as of Q2 2026.
  • Greenwood Gearhart bought 4,166 iShares Russell 2000 ETF shares in Q2 2026, an estimated $1.17M.
  • iShares Russell 2000 ETF made up 2.47% of Greenwood Gearhart's portfolio in Q2 2026, its #16 holding.
  • Greenwood Gearhart first reported a position in iShares Russell 2000 ETF in Q4 2017 and has held it in 25 quarters since.
  • 1,350 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Greenwood Gearhart's 13F filing for Q2 2026, filed 24 Jul 2026.