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Gordian Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Gordian Advisors’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 		$220K Hold
887
– – 0.15% 52
2025
Q4 		$218K Sell
887
-40
-4% -$9.83K 0.14% 48
2025
Q3 		$224K Hold
927
– – 0.15% 44
2025
Q2 		$200K Buy
+927
New +$187K 0.14% 46
2025
Q1 		– Sell
-944
Closed -$209K – 39
2024
Q4 		$209K Hold
944
– – 0.17% 38
2024
Q3 		$209K Buy
+944
New +$202K 0.17% 40

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

Gordian Advisors's IWM Position: Q1 2026 in Review

Gordian Advisors held its iShares Russell 2000 ETF (IWM) position steady in Q1 2026 at 887 shares worth $220K. The position accounts for 0.15% of the portfolio, ranked #52.

Gordian Advisors first reported a position in IWM in Q3 2024 and has held it in 6 quarters since. The position peaked at $224K in Q3 2025. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Gordian Advisors held 887 shares of iShares Russell 2000 ETF worth $220K as of Q1 2026.
  • Gordian Advisors left its iShares Russell 2000 ETF share count unchanged in Q1 2026.
  • iShares Russell 2000 ETF made up 0.15% of Gordian Advisors's portfolio in Q1 2026, its #52 holding.
  • Gordian Advisors first reported a position in iShares Russell 2000 ETF in Q3 2024 and has held it in 6 quarters since.
  • Gordian Advisors's iShares Russell 2000 ETF position peaked at $224K in Q3 2025.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Gordian Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.