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Greykasell Wealth Strategies’s iShares Russell 2000 ETF IWM Stock Holding History

Greykasell Wealth Strategies’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 		$185K Hold
616
– – 0.07% 154
2026
Q1 		$153K Hold
616
– – 0.06% 161
2025
Q4 		$152K Buy
616
+72
+13% +$17.7K 0.06% 161
2025
Q3 		$132K Hold
544
– – 0.06% 158
2025
Q2 		$117K Buy
544
+522
+2,373% +$105K 0.06% 156
2025
Q1 		$4.39K Buy
+22
New +$4.77K ﹤0.01% 306

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Treasurer of the State of North Carolina
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
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Greykasell Wealth Strategies's IWM Position: Q2 2026 in Review

Greykasell Wealth Strategies held its iShares Russell 2000 ETF (IWM) position steady in Q2 2026 at 616 shares worth $185K. The position accounts for 0.07% of the portfolio, ranked #154.

Greykasell Wealth Strategies first reported a position in IWM in Q1 2025 and has held it in 6 quarters since. 2,724 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Greykasell Wealth Strategies held 616 shares of iShares Russell 2000 ETF worth $185K as of Q2 2026.
  • Greykasell Wealth Strategies left its iShares Russell 2000 ETF share count unchanged in Q2 2026.
  • iShares Russell 2000 ETF made up 0.07% of Greykasell Wealth Strategies's portfolio in Q2 2026, its #154 holding.
  • Greykasell Wealth Strategies first reported a position in iShares Russell 2000 ETF in Q1 2025 and has held it in 6 quarters since.
  • 2,724 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Greykasell Wealth Strategies's 13F filing for Q2 2026, filed 11 Aug 2026.