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
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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

Garda Capital Partners's IWM Position: Q3 2025 in Review

Garda Capital Partners sold out of iShares Russell 2000 ETF (IWM) in Q3 2025, closing a stake of 15,238 shares — an estimated $3.29M sold.

Garda Capital Partners first reported a position in IWM in Q1 2023 and held it in 9 quarters. The position peaked at $32.5M in Q2 2023. 2,429 funds tracked by Wall St. Rank hold IWM as of Q3 2025.

Garda Capital Partners reported no remaining iShares Russell 2000 ETF position as of Q3 2025 after selling out during the quarter.
Garda Capital Partners sold 15,238 iShares Russell 2000 ETF shares in Q3 2025, an estimated $3.29M.
Garda Capital Partners first reported a position in iShares Russell 2000 ETF in Q1 2023 and held it in 9 quarters.
Garda Capital Partners's iShares Russell 2000 ETF position peaked at $32.5M in Q2 2023.
2,429 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2025.

Based on Garda Capital Partners's 13F filing for Q3 2025, filed 10 Nov 2025.