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Chapin Davis’s iShares Russell 2000 ETF IWM Stock Holding History

Chapin Davis’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 		$276K Buy
994
+27
+3% +$7.93K 0.05% 197
2026
Q2 		$291K Sell
967
-257
-21% -$72.2K 0.05% 193
2026
Q1 		$304K Buy
1,224
+119
+11% +$30.7K 0.07% 204
2025
Q4 		$272K Hold
1,105
– – 0.06% 200
2025
Q3 		$267K Sell
1,105
-509
-32% -$117K 0.07% 203
2025
Q2 		$348K Buy
1,614
+30
+2% +$6.04K 0.1% 165
2025
Q1 		$316K Sell
1,584
-42
-3% -$9.11K 0.11% 158
2024
Q4 		$359K Hold
1,626
– – 0.12% 153
2024
Q3 		$359K Sell
1,626
-914
-36% -$196K 0.12% 154
2024
Q2 		$515K Sell
2,540
-52
-2% -$10.5K 0.18% 127
2024
Q1 		$545K Buy
2,592
+46
+2% +$9.18K 0.2% 120
2023
Q4 		$511K Buy
2,546
+1
+0% +$179 0.22% 117
2023
Q3 		$450K Sell
2,545
-2
-0.1% -$375 0.21% 115
2023
Q2 		$477K Buy
2,547
+42
+2% +$7.49K 0.23% 117
2023
Q1 		$447K Buy
2,505
+779
+45% +$143K 0.23% 116
2022
Q4 		$301K Buy
+1,726
New +$307K 0.17% 138

Other funds holding IWM

SP
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
KWM
Kaydan Wealth Management Fenton, Michigan $291M AUM 15.62% 1-Year Est. Return
BFG
Baron Financial Group Fair Lawn, New Jersey $205M AUM 12.06% 1-Year Est. Return
AB
ANB Bank Denver, Colorado $282M AUM 20.31% 1-Year Est. Return

Chapin Davis's IWM Position: Q3 2026 in Review

Chapin Davis increased its iShares Russell 2000 ETF (IWM) stake by 2.8% in Q3 2026, buying an estimated $7.93K and bringing the position to 994 shares worth $276K. The position accounts for 0.05% of the portfolio, ranked #197.

Chapin Davis first reported a position in IWM in Q4 2022 and has held it in 16 quarters since. The position peaked at $545K in Q1 2024. 147 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

  • Chapin Davis held 994 shares of iShares Russell 2000 ETF worth $276K as of Q3 2026.
  • Chapin Davis bought 27 iShares Russell 2000 ETF shares in Q3 2026, an estimated $7.93K.
  • iShares Russell 2000 ETF made up 0.05% of Chapin Davis's portfolio in Q3 2026, its #197 holding.
  • Chapin Davis first reported a position in iShares Russell 2000 ETF in Q4 2022 and has held it in 16 quarters since.
  • Chapin Davis's iShares Russell 2000 ETF position peaked at $545K in Q1 2024.
  • 147 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on Chapin Davis's 13F filing for Q3 2026, filed 9 Oct 2026.