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 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Gainplan's IWM Position: Q2 2026 in Review

Gainplan opened a new position in iShares Russell 2000 ETF (IWM) in Q2 2026: 60,697 shares worth $18.2M. The stake represents 7.18% of the portfolio and ranks #3 among its holdings. This is a return to the name: Gainplan previously reported a position in IWM as recently as Q3 2025.

Gainplan first reported a position in IWM in Q2 2018 and has held it in 14 quarters since. The position peaked at $103M in Q2 2018. 2,725 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Gainplan held 60,697 shares of iShares Russell 2000 ETF worth $18.2M as of Q2 2026.
iShares Russell 2000 ETF was a new Gainplan position in Q2 2026.
iShares Russell 2000 ETF made up 7.18% of Gainplan's portfolio in Q2 2026, its #3 holding.
Gainplan first reported a position in iShares Russell 2000 ETF in Q2 2018 and has held it in 14 quarters since.
Gainplan's iShares Russell 2000 ETF position peaked at $103M in Q2 2018.
2,725 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Gainplan's 13F filing for Q2 2026, filed 7 Jul 2026.