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Investors Asset Management of Georgia’s iShares Russell 2000 ETF IWM Stock Holding History

Investors Asset Management of Georgia’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 		$7.88M Buy
26,244
+484
+2% +$136K 2.74% 7
2026
Q1 		$6.34M Sell
25,760
-8,773
-25% -$2.26M 2.6% 4
2025
Q4 		$8.5M Buy
34,533
+9,709
+39% +$2.39M 3.51% 3
2025
Q3 		$6.01M Buy
24,824
+833
+3% +$191K 2.56% 5
2025
Q2 		$5.18M Sell
23,991
-5,529
-19% -$1.11M 2.4% 7
2025
Q1 		$5.89M Buy
29,520
+5,234
+22% +$1.14M 2.98% 3
2024
Q4 		$5.36M Buy
24,286
+712
+3% +$162K 2.62% 8
2024
Q3 		$5.21M Sell
23,574
-16,649
-41% -$3.56M 2.46% 7
2024
Q2 		$8.16M Buy
40,223
+17,933
+80% +$3.62M 3.97% 2
2024
Q1 		$4.69M Buy
22,290
+18,184
+443% +$3.63M 2.2% 10
2023
Q4 		$824K Sell
4,106
-16,233
-80% -$2.91M 0.42% 68
2023
Q3 		$3.66M Buy
20,339
+416
+2% +$78.1K 2.02% 9
2023
Q2 		$3.73M Buy
19,923
+1,705
+9% +$304K 1.92% 10
2023
Q1 		$3.19M Buy
18,218
+509
+3% +$93.7K 1.7% 11
2022
Q4 		$3.09M Buy
17,709
+357
+2% +$63.5K 1.61% 14
2022
Q3 		$2.86M Buy
17,352
+15,969
+1,155% +$2.91M 1.47% 12
2022
Q2 		$234K Buy
1,383
+105
+8% +$19.4K 0.12% 144
2022
Q1 		$262K Buy
+1,278
New +$261K 0.13% 146

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

Investors Asset Management of Georgia's IWM Position: Q2 2026 in Review

Investors Asset Management of Georgia increased its iShares Russell 2000 ETF (IWM) stake by 1.9% in Q2 2026, buying an estimated $136K and bringing the position to 26,244 shares worth $7.88M. The position accounts for 2.74% of the portfolio, ranked #7.

Investors Asset Management of Georgia first reported a position in IWM in Q1 2022 and has held it in 18 quarters since. The position peaked at $8.5M in Q4 2025. 2,725 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Investors Asset Management of Georgia held 26,244 shares of iShares Russell 2000 ETF worth $7.88M as of Q2 2026.
  • Investors Asset Management of Georgia bought 484 iShares Russell 2000 ETF shares in Q2 2026, an estimated $136K.
  • iShares Russell 2000 ETF made up 2.74% of Investors Asset Management of Georgia's portfolio in Q2 2026, its #7 holding.
  • Investors Asset Management of Georgia first reported a position in iShares Russell 2000 ETF in Q1 2022 and has held it in 18 quarters since.
  • Investors Asset Management of Georgia's iShares Russell 2000 ETF position peaked at $8.5M in Q4 2025.
  • 2,725 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Investors Asset Management of Georgia's 13F filing for Q2 2026, filed 22 Jul 2026.