CGC Financial Services’s iShares Russell 2000 ETF IWM Stock Holding History

CGC Financial Services’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	$25.6K	Hold	92	–	–	0.01%	171
2026 Q2	$27.6K	Sell	92 -152	-62%	-$42.7K	0.01%	166
2026 Q1	$60.5K	Sell	244 -26	-10%	-$6.71K	0.02%	114
2025 Q4	$66.5K	Hold	270	–	–	0.02%	118
2025 Q3	$65.3K	Hold	270	–	–	0.02%	114
2025 Q2	$58.3K	Hold	270	–	–	0.02%	117
2025 Q1	$53.9K	Hold	270	–	–	0.02%	110
2024 Q4	$59.7K	Hold	270	–	–	0.02%	100
2024 Q3	$59.6K	Hold	270	–	–	0.02%	97
2024 Q2	$54.8K	Hold	270	–	–	0.02%	97
2024 Q1	$56.8K	Hold	270	–	–	0.03%	97
2023 Q4	$54.2K	Buy	+270	New	+$48.4K	0.02%	105

Other funds holding IWM

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

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

Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return

Washington Trust Westerly, Rhode Island $3.23B AUM 23.24% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $879M AUM 20.03% 1-Year Est. Return

GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return

CGC Financial Services's IWM Position: Q3 2026 in Review

CGC Financial Services held its iShares Russell 2000 ETF (IWM) position steady in Q3 2026 at 92 shares worth $25.6K. The position accounts for 0.01% of the portfolio, ranked #171.

CGC Financial Services first reported a position in IWM in Q4 2023 and has held it in 12 quarters since. The position peaked at $66.5K in Q4 2025. 1,239 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

CGC Financial Services held 92 shares of iShares Russell 2000 ETF worth $25.6K as of Q3 2026.
CGC Financial Services left its iShares Russell 2000 ETF share count unchanged in Q3 2026.
iShares Russell 2000 ETF made up 0.01% of CGC Financial Services's portfolio in Q3 2026, its #171 holding.
CGC Financial Services first reported a position in iShares Russell 2000 ETF in Q4 2023 and has held it in 12 quarters since.
CGC Financial Services's iShares Russell 2000 ETF position peaked at $66.5K in Q4 2025.
1,239 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on CGC Financial Services's 13F filing for Q3 2026, filed 13 Oct 2026.