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 Q2	$903K	Hold	3,004	–	–	0.24%	87
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 $1.55T 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

Gilliland Jeter Wealth Management's IWM Position: Q2 2026 in Review

Gilliland Jeter Wealth Management held its iShares Russell 2000 ETF (IWM) position steady in Q2 2026 at 3,004 shares worth $903K. The position accounts for 0.24% of the portfolio, ranked #87.

Gilliland Jeter Wealth Management first reported a position in IWM in Q4 2023 and has held it in 11 quarters since. 2,740 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Gilliland Jeter Wealth Management held 3,004 shares of iShares Russell 2000 ETF worth $903K as of Q2 2026.
Gilliland Jeter Wealth Management left its iShares Russell 2000 ETF share count unchanged in Q2 2026.
iShares Russell 2000 ETF made up 0.24% of Gilliland Jeter Wealth Management's portfolio in Q2 2026, its #87 holding.
Gilliland Jeter Wealth Management first reported a position in iShares Russell 2000 ETF in Q4 2023 and has held it in 11 quarters since.
2,740 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Gilliland Jeter Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.