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Gainplan’s iShares Russell 2000 ETF IWM Stock Holding History

Gainplan’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 		$286K Sell
1,030
-59,667
-98% -$17.5M 0.11% 53
2026
Q2 		$18.2M Buy
+60,697
New +$17.1M 7.18% 3
2025
Q4 		– Sell
-100,089
Closed -$24.2M – 68
2025
Q3 		$24.2M Buy
+100,089
New +$23M 10.26% 3
2024
Q2 		– Sell
-1,555
Closed -$327K – 71
2024
Q1 		$327K Sell
1,555
-230,031
-99% -$45.9M 0.16% 45
2023
Q4 		$46.5M Buy
+231,586
New +$41.5M 24.4% 2
2022
Q3 		– Sell
-2,325
Closed -$396K – 34
2022
Q2 		$396K Sell
2,325
-2,075
-47% -$383K 0.26% 26
2022
Q1 		$903K Sell
4,400
-684
-13% -$140K 0.69% 19
2021
Q4 		$1.13M Sell
5,084
-449
-8% -$101K 0.49% 20
2021
Q3 		$1.2M Sell
5,533
-1,021
-16% -$226K 0.53% 19
2021
Q2 		$1.49M Buy
6,554
+2,356
+56% +$530K 0.59% 17
2021
Q1 		$929K Sell
4,198
-4,494
-52% -$981K 0.41% 19
2020
Q4 		$1.7M Buy
+8,692
New +$1.52M 0.89% 15
2019
Q3 		– Sell
-300,000
Closed -$46.6M – 49
2019
Q2 		$46.6M Buy
+300,000
New +$46.2M 28.19% 2
2018
Q4 		– Sell
-70,760
Closed -$11.9M – 24
2018
Q3 		$11.9M Sell
70,760
-556,049
-89% -$93.9M 6.46% 4
2018
Q2 		$103M Buy
+626,809
New +$100M 74.3% 1

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

Gainplan's IWM Position: Q3 2026 in Review

Gainplan reduced its iShares Russell 2000 ETF (IWM) stake by 98% in Q3 2026, selling an estimated $17.5M and leaving 1,030 shares worth $286K. The position accounts for 0.11% of the portfolio, ranked #53.

Gainplan first reported a position in IWM in Q2 2018 and has held it in 15 quarters since. The position peaked at $103M in Q2 2018. 147 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

  • Gainplan held 1,030 shares of iShares Russell 2000 ETF worth $286K as of Q3 2026.
  • Gainplan sold 59,667 iShares Russell 2000 ETF shares in Q3 2026, an estimated $17.5M.
  • iShares Russell 2000 ETF made up 0.11% of Gainplan's portfolio in Q3 2026, its #53 holding.
  • Gainplan first reported a position in iShares Russell 2000 ETF in Q2 2018 and has held it in 15 quarters since.
  • Gainplan's iShares Russell 2000 ETF position peaked at $103M in Q2 2018.
  • 147 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

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