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Grimes & Company’s iShares Russell 2000 ETF IWM Stock Holding History

Grimes & Company’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 		$13.3M Sell
44,146
-51
-0.1% -$14.3K 0.29% 67
2026
Q1 		$11M Sell
44,197
-100
-0.2% -$25.8K 0.3% 71
2025
Q4 		$10.9M Sell
44,297
-443
-1% -$109K 0.26% 71
2025
Q3 		$10.8M Buy
44,740
+821
+2% +$188K 0.27% 73
2025
Q2 		$9.48M Sell
43,919
-6,110
-12% -$1.23M 0.26% 80
2025
Q1 		$9.98M Sell
50,029
-402,934
-89% -$87.4M 0.31% 75
2024
Q4 		$100M Sell
452,963
-8,370
-2% -$1.91M 2.88% 9
2024
Q3 		$102M Sell
461,333
-7,933
-2% -$1.7M 2.76% 10
2024
Q2 		$95.2M Sell
469,266
-10,590
-2% -$2.14M 2.85% 9
2024
Q1 		$101M Sell
479,856
-13,224
-3% -$2.64M 3.1% 8
2023
Q4 		$99M Buy
493,080
+542
+0.1% +$97.1K 3.28% 8
2023
Q3 		$87.1M Sell
492,538
-440,857
-47% -$82.8M 3.37% 6
2023
Q2 		$175M Buy
933,395
+899,605
+2,662% +$160M 6.2% 2
2023
Q1 		$6.03M Sell
33,790
-527
-2% -$97K 0.25% 81
2022
Q4 		$5.98M Sell
34,317
-421,507
-92% -$75M 0.25% 77
2022
Q3 		$75.2M Buy
455,824
+434,117
+2,000% +$79.2M 3.92% 5
2022
Q2 		$3.68M Sell
21,707
-82
-0.4% -$15.1K 0.19% 95
2022
Q1 		$4.47M Sell
21,789
-1,910
-8% -$390K 0.23% 92
2021
Q4 		$5.27M Buy
23,699
+522
+2% +$118K 0.24% 82
2021
Q3 		$5.07M Buy
23,177
+162
+0.7% +$35.9K 0.22% 85
2021
Q2 		$5.28M Sell
23,015
-126
-0.5% -$28.3K 0.23% 84
2021
Q1 		$5.11M Buy
23,141
+907
+4% +$198K 0.25% 80
2020
Q4 		$4.36M Buy
22,234
+16
+0.1% +$2.8K 0.23% 88
2020
Q3 		$3.33M Sell
22,218
-1,464
-6% -$220K 0.21% 88
2020
Q2 		$3.39M Buy
23,682
+2,008
+9% +$263K 0.24% 80
2020
Q1 		$2.48M Buy
21,674
+14,601
+206% +$2.18M 0.23% 80
2019
Q4 		$1.17M Buy
7,073
+1,880
+36% +$297K 0.08% 128
2019
Q3 		$786K Buy
5,193
+328
+7% +$50.1K 0.06% 141
2019
Q2 		$756K Buy
4,865
+39
+0.8% +$6.01K 0.06% 137
2019
Q1 		$739K Buy
4,826
+424
+10% +$63.7K 0.06% 131
2018
Q4 		$589K Buy
4,402
+1,817
+70% +$271K 0.06% 136
2018
Q3 		$436K Sell
2,585
-954
-27% -$161K 0.03% 170
2018
Q2 		$580K Buy
3,539
+2,154
+156% +$345K 0.05% 155
2018
Q1 		$210K Buy
+1,385
New +$214K 0.02% 221
2015
Q3 		– Sell
-1,900
Closed -$237K – 203
2015
Q2 		$237K Buy
+1,900
New +$237K 0.03% 169

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
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 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
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PI
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

Grimes & Company's IWM Position: Q2 2026 in Review

Grimes & Company reduced its iShares Russell 2000 ETF (IWM) stake by 0.12% in Q2 2026, selling an estimated $14.3K and leaving 44,146 shares worth $13.3M. The position accounts for 0.29% of the portfolio, ranked #67.

Grimes & Company first reported a position in IWM in Q2 2015 and has held it in 35 quarters since. The position peaked at $175M in Q2 2023. 938 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Grimes & Company held 44,146 shares of iShares Russell 2000 ETF worth $13.3M as of Q2 2026.
  • Grimes & Company sold 51 iShares Russell 2000 ETF shares in Q2 2026, an estimated $14.3K.
  • iShares Russell 2000 ETF made up 0.29% of Grimes & Company's portfolio in Q2 2026, its #67 holding.
  • Grimes & Company first reported a position in iShares Russell 2000 ETF in Q2 2015 and has held it in 35 quarters since.
  • Grimes & Company's iShares Russell 2000 ETF position peaked at $175M in Q2 2023.
  • 938 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Grimes & Company's 13F filing for Q2 2026, filed 17 Jul 2026.