Gradient Capital Advisors’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.68M | Hold |
5,584
| – | – | 0.39% | 57 |
|
|
2026
Q1 | $1.38M | Sell |
5,584
-80
| -1% | -$20.6K | 0.36% | 59 |
|
|
2025
Q4 | $1.39M | Sell |
5,664
-350
| -6% | -$86K | 0.36% | 57 |
|
|
2025
Q3 | $1.46M | Sell |
6,014
-217
| -3% | -$49.8K | 0.39% | 54 |
|
|
2025
Q2 | $1.34M | Sell |
6,231
-1,215
| -16% | -$245K | 0.4% | 52 |
|
|
2025
Q1 | $1.49M | Hold |
7,446
| – | – | 0.48% | 49 |
|
|
2024
Q4 | $1.65M | Sell |
7,446
-104
| -1% | -$23.7K | 0.53% | 45 |
|
|
2024
Q3 | $1.67M | Buy |
7,550
+2,234
| +42% | +$478K | 0.55% | 46 |
|
|
2024
Q2 | $1.08M | Buy |
5,316
+174
| +3% | +$35.2K | 0.39% | 55 |
|
|
2024
Q1 | $1.08M | Hold |
5,142
| – | – | 0.4% | 57 |
|
|
2023
Q4 | $1.03M | Hold |
5,142
| – | – | 0.39% | 55 |
|
|
2023
Q3 | $909K | Hold |
5,142
| – | – | 0.38% | 59 |
|
|
2023
Q2 | $963K | Hold |
5,142
| – | – | 0.39% | 59 |
|
|
2023
Q1 | $917K | Hold |
5,142
| – | – | 0.39% | 59 |
|
|
2022
Q4 | $897K | Hold |
5,142
| – | – | 0.41% | 59 |
|
|
2022
Q3 | $848K | Buy |
5,142
+3,710
| +259% | +$677K | 0.41% | 58 |
|
|
2022
Q2 | $243K | Sell |
1,432
-22
| -2% | -$4.06K | 0.12% | 103 |
|
|
2022
Q1 | $298K | Hold |
1,454
| – | – | 0.13% | 102 |
|
|
2021
Q4 | $323K | Buy |
1,454
+53
| +4% | +$12K | 0.13% | 97 |
|
|
2021
Q3 | $306K | Hold |
1,401
| – | – | 0.14% | 93 |
|
|
2021
Q2 | $321K | Hold |
1,401
| – | – | 0.15% | 93 |
|
|
2021
Q1 | $310K | Hold |
1,401
| – | – | 0.16% | 90 |
|
|
2020
Q4 | $275K | Sell |
1,401
-258
| -16% | -$45.1K | 0.16% | 91 |
|
|
2020
Q3 | $249K | Hold |
1,659
| – | – | 0.16% | 89 |
|
|
2020
Q2 | $238K | Buy |
+1,659
| New | +$218K | 0.16% | 89 |
|
|
2020
Q1 | – | Sell |
-1,659
| Closed | -$275K | – | 95 |
|
|
2019
Q4 | $275K | Hold |
1,659
| – | – | 0.19% | 79 |
|
|
2019
Q3 | $251K | Hold |
1,659
| – | – | 0.19% | 81 |
|
|
2019
Q2 | $258K | Hold |
1,659
| – | – | 0.2% | 82 |
|
|
2019
Q1 | $254K | Sell |
1,659
-701
| -30% | -$105K | 0.2% | 79 |
|
|
2018
Q4 | $316K | Hold |
2,360
| – | – | 0.27% | 67 |
|
|
2018
Q3 | $398K | Buy |
2,360
+427
| +22% | +$72.1K | 0.34% | 60 |
|
|
2018
Q2 | $317K | Hold |
1,933
| – | – | 0.29% | 68 |
|
|
2018
Q1 | $293K | Hold |
1,933
| – | – | 0.29% | 63 |
|
|
2017
Q4 | $295K | Buy |
+1,933
| New | +$290K | 0.3% | 62 |
|
Other funds holding IWM
Gradient Capital Advisors's IWM Position: Q2 2026 in Review
Gradient Capital Advisors held its iShares Russell 2000 ETF (IWM) position steady in Q2 2026 at 5,584 shares worth $1.68M. The position accounts for 0.39% of the portfolio, ranked #57.
Gradient Capital Advisors first reported a position in IWM in Q4 2017 and has held it in 34 quarters since. 2,725 funds tracked by Wall St. Rank hold IWM as of Q2 2026.
- Gradient Capital Advisors held 5,584 shares of iShares Russell 2000 ETF worth $1.68M as of Q2 2026.
- Gradient Capital Advisors left its iShares Russell 2000 ETF share count unchanged in Q2 2026.
- iShares Russell 2000 ETF made up 0.39% of Gradient Capital Advisors's portfolio in Q2 2026, its #57 holding.
- Gradient Capital Advisors first reported a position in iShares Russell 2000 ETF in Q4 2017 and has held it in 34 quarters since.
- 2,725 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.
Based on Gradient Capital Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.