Grey Fox Wealth Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Grey Fox Wealth Advisors’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	–	Sell	-931	Closed	-$231K	–	183
2026 Q1	$231K	Buy	+931	New	+$240K	0.04%	129
2025 Q4	–	Sell	-25	Closed	-$6.01K	–	382
2025 Q3	$6.01K	Buy	+25	New	+$5.74K	﹤0.01%	462
2023 Q2	–	Sell	-47	Closed	-$8.37K	–	311
2023 Q1	$8.37K	Buy	47 +23	+96%	+$4.24K	﹤0.01%	321
2022 Q4	$4.18K	Buy	+24	New	+$4.27K	﹤0.01%	324

Other funds holding IWM

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

AIA

Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return

AHC

Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

VWM

Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return

Grey Fox Wealth Advisors's IWM Position: Q2 2026 in Review

Grey Fox Wealth Advisors sold out of iShares Russell 2000 ETF (IWM) in Q2 2026, closing a stake of 931 shares — an estimated $231K sold.

Grey Fox Wealth Advisors first reported a position in IWM in Q4 2022 and held it in 4 quarters. The position peaked at $231K in Q1 2026. 731 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Grey Fox Wealth Advisors reported no remaining iShares Russell 2000 ETF position as of Q2 2026 after selling out during the quarter.
Grey Fox Wealth Advisors sold 931 iShares Russell 2000 ETF shares in Q2 2026, an estimated $231K.
Grey Fox Wealth Advisors first reported a position in iShares Russell 2000 ETF in Q4 2022 and held it in 4 quarters.
Grey Fox Wealth Advisors's iShares Russell 2000 ETF position peaked at $231K in Q1 2026.
731 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Grey Fox Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.