Gridiron Partners’s iShares Russell 2000 ETF IWM Stock Holding History

Gridiron Partners’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	$2.6M	Hold	9,353	–	–	1.3%	14
2026 Q2	$2.81M	Buy	9,353 +18	+0.2%	+$5.06K	1.48%	10
2026 Q1	$2.32M	Sell	9,335 -11	-0.1%	-$2.84K	1.41%	8
2025 Q4	$2.3M	Sell	9,346 -33,818	-78%	-$8.31M	1.31%	12
2025 Q3	$2.26M	Buy	43,164 +33,818	+362%	+$7.76M	1.28%	12
2025 Q2	$2.02M	Hold	9,346	–	–	1.25%	13
2025 Q1	$1.86M	Sell	9,346 -465	-5%	-$101K	1.19%	13
2024 Q4	$2.17M	Hold	9,811	–	–	1.37%	12
2024 Q3	$2.17M	Hold	9,811	–	–	1.31%	12
2024 Q2	$1.99M	Hold	9,811	–	–	1.27%	13
2024 Q1	$2.06M	Hold	9,811	–	–	1.32%	12
2023 Q4	$1.97M	Buy	+9,811	New	+$1.76M	1.39%	13

Other funds holding IWM

MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.78% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return

OFS Enterprise Kearney, Nebraska $382M AUM

Edge Wealth Management New York $666M AUM 17.64% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

Gridiron Partners's IWM Position: Q3 2026 in Review

Gridiron Partners held its iShares Russell 2000 ETF (IWM) position steady in Q3 2026 at 9,353 shares worth $2.6M. The position accounts for 1.3% of the portfolio, ranked #14.

Gridiron Partners first reported a position in IWM in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.81M in Q2 2026. 571 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

Gridiron Partners held 9,353 shares of iShares Russell 2000 ETF worth $2.6M as of Q3 2026.
Gridiron Partners left its iShares Russell 2000 ETF share count unchanged in Q3 2026.
iShares Russell 2000 ETF made up 1.3% of Gridiron Partners's portfolio in Q3 2026, its #14 holding.
Gridiron Partners first reported a position in iShares Russell 2000 ETF in Q4 2023 and has held it in 12 quarters since.
Gridiron Partners's iShares Russell 2000 ETF position peaked at $2.81M in Q2 2026.
571 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on Gridiron Partners's 13F filing for Q3 2026, filed 8 Oct 2026.