Gryphon Financial Partners’s iShares Russell 2000 ETF IWM Stock Holding History

Gryphon Financial 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 Q1	$3.22M	Buy	12,968 +788	+6%	+$203K	0.33%	52
2025 Q4	$3M	Buy	12,180 +4,696	+63%	+$1.15M	0.32%	45
2025 Q3	$1.81M	Sell	7,484 -4,599	-38%	-$1.06M	0.21%	67
2025 Q2	$2.61M	Buy	12,083 +811	+7%	+$163K	0.34%	45
2025 Q1	$2.25M	Sell	11,272 -22	-0.2%	-$4.77K	0.32%	52
2024 Q4	$2.5M	Buy	11,294 +1,102	+11%	+$251K	0.36%	44
2024 Q3	$2.25M	Buy	10,192 +1,250	+14%	+$267K	0.3%	47
2024 Q2	$1.81M	Buy	8,942 +512	+6%	+$103K	0.27%	50
2024 Q1	$1.77M	Buy	8,430 +1,266	+18%	+$253K	0.29%	55
2023 Q4	$1.44M	Buy	+7,164	New	+$1.28M	0.25%	56
2018 Q3	–	Sell	-750	Closed	-$123K	–	500
2018 Q2	$123K	Hold	750	–	–	0.06%	112
2018 Q1	$114K	Hold	750	–	–	0.06%	123
2017 Q4	$114K	Buy	+750	New	+$113K	0.06%	128

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Gryphon Financial Partners's IWM Position: Q1 2026 in Review

Gryphon Financial Partners increased its iShares Russell 2000 ETF (IWM) stake by 6.5% in Q1 2026, buying an estimated $203K and bringing the position to 12,968 shares worth $3.22M. The position accounts for 0.33% of the portfolio, ranked #52.

Gryphon Financial Partners first reported a position in IWM in Q4 2017 and has held it in 13 quarters since. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Gryphon Financial Partners held 12,968 shares of iShares Russell 2000 ETF worth $3.22M as of Q1 2026.
Gryphon Financial Partners bought 788 iShares Russell 2000 ETF shares in Q1 2026, an estimated $203K.
iShares Russell 2000 ETF made up 0.33% of Gryphon Financial Partners's portfolio in Q1 2026, its #52 holding.
Gryphon Financial Partners first reported a position in iShares Russell 2000 ETF in Q4 2017 and has held it in 13 quarters since.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Gryphon Financial Partners's 13F filing for Q1 2026, filed 6 May 2026.