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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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Gill Capital Partners's IWM Position: Q1 2026 in Review

Gill Capital Partners opened a new position in iShares Russell 2000 ETF (IWM) in Q1 2026: 609 shares worth $151K. The stake represents 0.04% of the portfolio and ranks #158 among its holdings. This is a return to the name: Gill Capital Partners previously reported a position in IWM as recently as Q3 2025.

Gill Capital Partners first reported a position in IWM in Q1 2025 and has held it in 4 quarters since. The position peaked at $279K in Q3 2025. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Gill Capital Partners held 609 shares of iShares Russell 2000 ETF worth $151K as of Q1 2026.
  • iShares Russell 2000 ETF was a new Gill Capital Partners position in Q1 2026.
  • iShares Russell 2000 ETF made up 0.04% of Gill Capital Partners's portfolio in Q1 2026, its #158 holding.
  • Gill Capital Partners first reported a position in iShares Russell 2000 ETF in Q1 2025 and has held it in 4 quarters since.
  • Gill Capital Partners's iShares Russell 2000 ETF position peaked at $279K in Q3 2025.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Gill Capital Partners's 13F filing for Q1 2026, filed 13 Apr 2026.