GW Henssler & Associates’s iShares Russell 2000 ETF IWM Stock Holding History

GW Henssler & Associates’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	$244K	Hold	985	–	–	0.01%	195
2025 Q4	$242K	Sell	985 -6	-0.6%	-$1.48K	0.01%	193
2025 Q3	$240K	Hold	991	–	–	0.01%	183
2025 Q2	$214K	Buy	+991	New	+$199K	0.01%	168
2025 Q1	–	Sell	-991	Closed	-$219K	–	199
2024 Q4	$219K	Hold	991	–	–	0.01%	158
2024 Q3	$219K	Sell	991 -132	-12%	-$28.2K	0.01%	162
2024 Q2	$228K	Buy	1,123 +132	+13%	+$26.7K	0.01%	145
2024 Q1	$208K	Buy	+991	New	+$198K	0.01%	158
2022 Q2	–	Sell	-985	Closed	-$202K	–	242
2022 Q1	$202K	Sell	985 -64	-6%	-$13.1K	0.01%	219
2021 Q4	$233K	Buy	+1,049	New	+$237K	0.01%	221
2021 Q3	–	Sell	-985	Closed	-$226K	–	167
2021 Q2	$226K	Hold	985	–	–	0.01%	213
2021 Q1	$218K	Buy	+985	New	+$215K	0.02%	219
2014 Q2	–	Sell	-1,980	Closed	-$230K	–	152
2014 Q1	$230K	Sell	1,980 -343	-15%	-$39.6K	0.03%	148
2013 Q4	$268K	Buy	+2,323	New	+$257K	0.03%	136

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

GW Henssler & Associates's IWM Position: Q1 2026 in Review

GW Henssler & Associates held its iShares Russell 2000 ETF (IWM) position steady in Q1 2026 at 985 shares worth $244K. The position accounts for 0.01% of the portfolio, ranked #195.

GW Henssler & Associates first reported a position in IWM in Q4 2013 and has held it in 14 quarters since. The position peaked at $268K in Q4 2013. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

GW Henssler & Associates held 985 shares of iShares Russell 2000 ETF worth $244K as of Q1 2026.
GW Henssler & Associates left its iShares Russell 2000 ETF share count unchanged in Q1 2026.
iShares Russell 2000 ETF made up 0.01% of GW Henssler & Associates's portfolio in Q1 2026, its #195 holding.
GW Henssler & Associates first reported a position in iShares Russell 2000 ETF in Q4 2013 and has held it in 14 quarters since.
GW Henssler & Associates's iShares Russell 2000 ETF position peaked at $268K in Q4 2013.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on GW Henssler & Associates's 13F filing for Q1 2026, filed 15 May 2026.