Castellan Group’s iShares Russell 2000 ETF IWM Stock Holding History

Castellan Group’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	$638K	Hold	2,297	–	–	0.07%	37
2026 Q2	$690K	Buy	+2,297	New	+$645K	0.08%	34
2023 Q2	–	Sell	-3,300	Closed	-$589K	–	64
2023 Q1	$589K	Hold	3,300	–	–	0.4%	55
2022 Q4	$575K	Sell	3,300 -700	-18%	-$124K	0.4%	53
2022 Q3	$660K	Sell	4,000 -3,500	-47%	-$638K	0.51%	54
2022 Q2	$1.27M	Sell	7,500 -56	-0.7%	-$10.3K	1.01%	47
2022 Q1	$1.55M	Sell	7,556 -2,912	-28%	-$594K	1.08%	49
2021 Q4	$2.33M	Buy	10,468 +368	+4%	+$83.2K	1.61%	25
2021 Q3	$2.21M	Sell	10,100 -500	-5%	-$111K	1.14%	24
2021 Q2	$2.43M	Hold	10,600	–	–	1.02%	18
2021 Q1	$2.34M	Buy	+10,600	New	+$2.31M	1.25%	15

Other funds holding IWM

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

Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

AIA Group Hong Kong $8.11B AUM 23.7% 1-Year Est. Return

MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Simplex Trading Chicago, Illinois $184B AUM 51.71% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return

Castellan Group's IWM Position: Q3 2026 in Review

Castellan Group held its iShares Russell 2000 ETF (IWM) position steady in Q3 2026 at 2,297 shares worth $638K. The position accounts for 0.07% of the portfolio, ranked #37.

Castellan Group first reported a position in IWM in Q1 2021 and has held it in 11 quarters since. The position peaked at $2.43M in Q2 2021. 1,508 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

Castellan Group held 2,297 shares of iShares Russell 2000 ETF worth $638K as of Q3 2026.
Castellan Group left its iShares Russell 2000 ETF share count unchanged in Q3 2026.
iShares Russell 2000 ETF made up 0.07% of Castellan Group's portfolio in Q3 2026, its #37 holding.
Castellan Group first reported a position in iShares Russell 2000 ETF in Q1 2021 and has held it in 11 quarters since.
Castellan Group's iShares Russell 2000 ETF position peaked at $2.43M in Q2 2021.
1,508 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on Castellan Group's 13F filing for Q3 2026, filed 19 Oct 2026.