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

Gilpin 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
Q3 		$841K Sell
3,028
-25
-0.8% -$7.34K 0.57% 50
2026
Q2 		$917K Sell
3,053
-15
-0.5% -$4.21K 0.63% 48
2026
Q1 		$761K Sell
3,068
-40
-1% -$10.3K 0.6% 49
2025
Q4 		$765K Buy
+3,108
New +$764K 0.61% 48

Other funds holding IWM

SP
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
KWM
Kaydan Wealth Management Fenton, Michigan $291M AUM 15.62% 1-Year Est. Return
BFG
Baron Financial Group Fair Lawn, New Jersey $205M AUM 12.06% 1-Year Est. Return
AB
ANB Bank Denver, Colorado $282M AUM 20.31% 1-Year Est. Return

Gilpin Wealth Management's IWM Position: Q3 2026 in Review

Gilpin Wealth Management reduced its iShares Russell 2000 ETF (IWM) stake by 0.82% in Q3 2026, selling an estimated $7.34K and leaving 3,028 shares worth $841K. The position accounts for 0.57% of the portfolio, ranked #50.

Gilpin Wealth Management first reported a position in IWM in Q4 2025 and has held it in 4 quarters since. The position peaked at $917K in Q2 2026. 147 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

  • Gilpin Wealth Management held 3,028 shares of iShares Russell 2000 ETF worth $841K as of Q3 2026.
  • Gilpin Wealth Management sold 25 iShares Russell 2000 ETF shares in Q3 2026, an estimated $7.34K.
  • iShares Russell 2000 ETF made up 0.57% of Gilpin Wealth Management's portfolio in Q3 2026, its #50 holding.
  • Gilpin Wealth Management first reported a position in iShares Russell 2000 ETF in Q4 2025 and has held it in 4 quarters since.
  • Gilpin Wealth Management's iShares Russell 2000 ETF position peaked at $917K in Q2 2026.
  • 147 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.