Gilliland Jeter Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History

Gilliland Jeter Wealth Management’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	$745K	Hold	3,004	–	–	0.22%	88
2025 Q4	$739K	Sell	3,004 -4	-0.1%	-$983	0.22%	87
2025 Q3	$728K	Hold	3,008	–	–	0.22%	91
2025 Q2	$649K	Sell	3,008 -105	-3%	-$21.1K	0.21%	99
2025 Q1	$621K	Buy	3,113 +98	+3%	+$21.3K	0.22%	96
2024 Q4	$666K	Hold	3,015	–	–	0.22%	89
2024 Q3	$666K	Buy	3,015 +15	+0.5%	+$3.21K	0.22%	94
2024 Q2	$609K	Hold	3,000	–	–	0.21%	98
2024 Q1	$631K	Hold	3,000	–	–	0.22%	97
2023 Q4	$602K	Buy	+3,000	New	+$537K	0.25%	93

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

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

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

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Gilliland Jeter Wealth Management's IWM Position: Q1 2026 in Review

Gilliland Jeter Wealth Management held its iShares Russell 2000 ETF (IWM) position steady in Q1 2026 at 3,004 shares worth $745K. The position accounts for 0.22% of the portfolio, ranked #88.

Gilliland Jeter Wealth Management first reported a position in IWM in Q4 2023 and has held it in 10 quarters since. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Gilliland Jeter Wealth Management held 3,004 shares of iShares Russell 2000 ETF worth $745K as of Q1 2026.
Gilliland Jeter Wealth Management left its iShares Russell 2000 ETF share count unchanged in Q1 2026.
iShares Russell 2000 ETF made up 0.22% of Gilliland Jeter Wealth Management's portfolio in Q1 2026, its #88 holding.
Gilliland Jeter Wealth Management first reported a position in iShares Russell 2000 ETF in Q4 2023 and has held it in 10 quarters since.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Gilliland Jeter Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.