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 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

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

Gilpin Wealth Management's IWM Position: Q2 2026 in Review

Gilpin Wealth Management reduced its iShares Russell 2000 ETF (IWM) stake by 0.49% in Q2 2026, selling an estimated $4.21K and leaving 3,053 shares worth $917K. The position accounts for 0.63% of the portfolio, ranked #48.

Gilpin Wealth Management first reported a position in IWM in Q4 2025 and has held it in 3 quarters since. 2,725 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Gilpin Wealth Management held 3,053 shares of iShares Russell 2000 ETF worth $917K as of Q2 2026.
Gilpin Wealth Management sold 15 iShares Russell 2000 ETF shares in Q2 2026, an estimated $4.21K.
iShares Russell 2000 ETF made up 0.63% of Gilpin Wealth Management's portfolio in Q2 2026, its #48 holding.
Gilpin Wealth Management first reported a position in iShares Russell 2000 ETF in Q4 2025 and has held it in 3 quarters since.
2,725 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Gilpin Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.