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 Q2	$296K	Hold	985	–	–	0.01%	184
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 $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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 Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

GW Henssler & Associates's IWM Position: Q2 2026 in Review

GW Henssler & Associates held its iShares Russell 2000 ETF (IWM) position steady in Q2 2026 at 985 shares worth $296K. The position accounts for 0.01% of the portfolio, ranked #184.

GW Henssler & Associates first reported a position in IWM in Q4 2013 and has held it in 15 quarters since. 2,740 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

GW Henssler & Associates held 985 shares of iShares Russell 2000 ETF worth $296K as of Q2 2026.
GW Henssler & Associates left its iShares Russell 2000 ETF share count unchanged in Q2 2026.
iShares Russell 2000 ETF made up 0.01% of GW Henssler & Associates's portfolio in Q2 2026, its #184 holding.
GW Henssler & Associates first reported a position in iShares Russell 2000 ETF in Q4 2013 and has held it in 15 quarters since.
2,740 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on GW Henssler & Associates's 13F filing for Q2 2026, filed 28 Jul 2026.