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

Gill 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 Q2	$162K	Sell	538 -71	-12%	-$20K	0.04%	164
2026 Q1	$151K	Buy	+609	New	+$157K	0.04%	158
2025 Q4	–	Sell	-1,154	Closed	-$279K	–	142
2025 Q3	$279K	Sell	1,154 -25	-2%	-$5.74K	0.09%	106
2025 Q2	$254K	Buy	1,179 +167	+17%	+$33.6K	0.08%	117
2025 Q1	$202K	Buy	+1,012	New	+$220K	0.07%	129

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

Gill Capital Partners's IWM Position: Q2 2026 in Review

Gill Capital Partners reduced its iShares Russell 2000 ETF (IWM) stake by 12% in Q2 2026, selling an estimated $20K and leaving 538 shares worth $162K. The position accounts for 0.04% of the portfolio, ranked #164.

Gill Capital Partners first reported a position in IWM in Q1 2025 and has held it in 5 quarters since. The position peaked at $279K in Q3 2025. 2,740 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Gill Capital Partners held 538 shares of iShares Russell 2000 ETF worth $162K as of Q2 2026.
Gill Capital Partners sold 71 iShares Russell 2000 ETF shares in Q2 2026, an estimated $20K.
iShares Russell 2000 ETF made up 0.04% of Gill Capital Partners's portfolio in Q2 2026, its #164 holding.
Gill Capital Partners first reported a position in iShares Russell 2000 ETF in Q1 2025 and has held it in 5 quarters since.
Gill Capital Partners's iShares Russell 2000 ETF position peaked at $279K in Q3 2025.
2,740 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Gill Capital Partners's 13F filing for Q2 2026, filed 20 Aug 2026.