Garda Capital Partners
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Garda Capital Partners’s iShares Russell 2000 ETF IWM Stock Holding History

Garda Capital Partners’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 		$14M Buy
50,285
+44,155
+720% +$13M 11.03% 3
2026
Q2 		$1.84M Buy
+6,130
New +$1.72M 0.64% 11
2025
Q3 		– Sell
-15,238
Closed -$3.29M – 247
2025
Q2 		$3.29M Sell
15,238
-4,878
-24% -$982K 0.08% 219
2025
Q1 		$4.01M Sell
20,116
-13,728
-41% -$2.98M 0.1% 238
2024
Q4 		$7.48M Buy
33,844
+15,013
+80% +$3.42M 0.54% 57
2024
Q3 		$4.16M Buy
18,831
+15,489
+463% +$3.31M 0.12% 211
2024
Q2 		$678K Sell
3,342
-4,326
-56% -$874K 0.02% 379
2024
Q1 		$1.61M Sell
7,668
-35,527
-82% -$7.09M 0.07% 231
2023
Q4 		$8.67M Buy
+43,195
New +$7.74M 0.75% 27
2023
Q3 		– Sell
-173,312
Closed -$32.5M – 697
2023
Q2 		$32.5M Buy
173,312
+169,632
+4,610% +$30.2M 1.81% 9
2023
Q1 		$657K Buy
+3,680
New +$678K 0.03% 270

Other funds holding IWM

Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return
Catalyst Capital Advisors
Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return
Millburn Ridgefield Corp
Millburn Ridgefield Corp New York $5.45B AUM 11.92% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Garda Capital Partners's IWM Position: Q3 2026 in Review

Garda Capital Partners increased its iShares Russell 2000 ETF (IWM) stake by 720% in Q3 2026, buying an estimated $13M and bringing the position to 50,285 shares worth $14M. The position accounts for 11.03% of the portfolio, ranked #3.

Garda Capital Partners first reported a position in IWM in Q1 2023 and has held it in 11 quarters since. The position peaked at $32.5M in Q2 2023. 1,688 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

  • Garda Capital Partners held 50,285 shares of iShares Russell 2000 ETF worth $14M as of Q3 2026.
  • Garda Capital Partners bought 44,155 iShares Russell 2000 ETF shares in Q3 2026, an estimated $13M.
  • iShares Russell 2000 ETF made up 11.03% of Garda Capital Partners's portfolio in Q3 2026, its #3 holding.
  • Garda Capital Partners first reported a position in iShares Russell 2000 ETF in Q1 2023 and has held it in 11 quarters since.
  • Garda Capital Partners's iShares Russell 2000 ETF position peaked at $32.5M in Q2 2023.
  • 1,688 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on Garda Capital Partners's 13F filing for Q3 2026, filed 4 Nov 2026.