GWN Securities’s iShares Russell 2000 ETF IWM Stock Holding History

GWN Securities’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	$3M	Buy	9,974 +409	+4%	+$115K	0.5%	44
2026 Q1	$2.37M	Sell	9,565 -2,518	-21%	-$650K	0.45%	56
2025 Q4	$2.97M	Buy	12,083 +1,081	+10%	+$266K	0.6%	43
2025 Q3	$2.67M	Buy	11,002 +1,712	+18%	+$393K	0.62%	44
2025 Q2	$2.01M	Sell	9,290 -19,568	-68%	-$3.94M	0.37%	65
2025 Q1	$5.87M	Buy	28,858 +21,813	+310%	+$4.73M	0.33%	66
2024 Q4	$1.58M	Buy	+7,045	New	+$1.61M	0.42%	54

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

GWN Securities's IWM Position: Q2 2026 in Review

GWN Securities increased its iShares Russell 2000 ETF (IWM) stake by 4.3% in Q2 2026, buying an estimated $115K and bringing the position to 9,974 shares worth $3M. The position accounts for 0.5% of the portfolio, ranked #44.

GWN Securities first reported a position in IWM in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.87M in Q1 2025. 2,740 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

GWN Securities held 9,974 shares of iShares Russell 2000 ETF worth $3M as of Q2 2026.
GWN Securities bought 409 iShares Russell 2000 ETF shares in Q2 2026, an estimated $115K.
iShares Russell 2000 ETF made up 0.5% of GWN Securities's portfolio in Q2 2026, its #44 holding.
GWN Securities first reported a position in iShares Russell 2000 ETF in Q4 2024 and has held it in 7 quarters since.
GWN Securities's iShares Russell 2000 ETF position peaked at $5.87M in Q1 2025.
2,740 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on GWN Securities's 13F filing for Q2 2026, filed 5 Aug 2026.