Autumn Glory Partners’s iShares Russell 2000 ETF IWM Stock Holding History

Autumn Glory Partners’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 Q3	$985K	Hold	3,545	–	–	0.27%	91
2026 Q2	$1.07M	Hold	3,545	–	–	0.3%	84
2026 Q1	$879K	Hold	3,545	–	–	0.32%	79
2025 Q4	$873K	Hold	3,545	–	–	0.31%	83
2025 Q3	$858K	Hold	3,545	–	–	0.35%	78
2025 Q2	$765K	Hold	3,545	–	–	0.36%	76
2025 Q1	$707K	Hold	3,545	–	–	0.35%	86
2024 Q4	$783K	Sell	3,545 -394	-10%	-$89.8K	0.38%	74
2024 Q3	$870K	Sell	3,939 -131	-3%	-$28K	0.33%	81
2024 Q2	$826K	Hold	4,070	–	–	0.42%	72
2024 Q1	$856K	Hold	4,070	–	–	0.42%	70
2023 Q4	$784K	Buy	4,070 +95	+2%	+$17K	0.45%	70
2023 Q3	$703K	Buy	3,975 +526	+15%	+$98.7K	0.43%	69
2023 Q2	$646K	Sell	3,449 -526	-13%	-$93.8K	0.47%	60
2023 Q1	$709K	Hold	3,975	–	–	0.61%	47
2022 Q4	$693K	Sell	3,975 -68	-2%	-$12.1K	0.37%	84
2022 Q3	$667K	Sell	4,043 -94	-2%	-$17.1K	0.45%	71
2022 Q2	$701K	Sell	4,137 -1,423	-26%	-$262K	0.52%	55
2022 Q1	$1.14M	Sell	5,560 -550	-9%	-$112K	0.66%	54
2021 Q4	$1.36M	Buy	+6,110	New	+$1.38M	0.57%	56

Other funds holding IWM

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $42.4B AUM 11.51% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

HRT Financial New York $57.2B AUM 52.85% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $64.4B AUM 36.06% 1-Year Est. Return

Autumn Glory Partners's IWM Position: Q3 2026 in Review

Autumn Glory Partners held its iShares Russell 2000 ETF (IWM) position steady in Q3 2026 at 3,545 shares worth $985K. The position accounts for 0.27% of the portfolio, ranked #91.

Autumn Glory Partners first reported a position in IWM in Q4 2021 and has held it in 20 quarters since. The position peaked at $1.36M in Q4 2021. 2,379 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

Autumn Glory Partners held 3,545 shares of iShares Russell 2000 ETF worth $985K as of Q3 2026.
Autumn Glory Partners left its iShares Russell 2000 ETF share count unchanged in Q3 2026.
iShares Russell 2000 ETF made up 0.27% of Autumn Glory Partners's portfolio in Q3 2026, its #91 holding.
Autumn Glory Partners first reported a position in iShares Russell 2000 ETF in Q4 2021 and has held it in 20 quarters since.
Autumn Glory Partners's iShares Russell 2000 ETF position peaked at $1.36M in Q4 2021.
2,379 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on Autumn Glory Partners's 13F filing for Q3 2026, filed 26 Oct 2026.