Guided Capital Wealth Management
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Guided Capital Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History

Guided Capital 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
Q3 		$4.91M Sell
17,651
-40
-0.2% -$11.7K 2.84% 11
2026
Q2 		$5.32M Sell
17,691
-7,197
-29% -$2.02M 3.11% 11
2026
Q1 		$6.17M Sell
24,888
-7,861
-24% -$2.03M 4.07% 10
2025
Q4 		$8.06M Sell
32,749
-117
-0.4% -$28.8K 5.65% 9
2025
Q3 		$7.95M Buy
32,866
+443
+1% +$102K 6.81% 4
2025
Q2 		$7M Sell
32,423
-278
-0.9% -$55.9K 5.39% 6
2025
Q1 		$6.52M Buy
32,701
+9,137
+39% +$1.98M 5.45% 8
2024
Q4 		$5.21M Buy
+23,564
New +$5.37M 4.77% 9

Other funds holding IWM

Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return
Catalyst Capital Advisors
Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return
Millburn Ridgefield Corp
Millburn Ridgefield Corp New York $5.45B AUM 11.92% 1-Year Est. Return

Guided Capital Wealth Management's IWM Position: Q3 2026 in Review

Guided Capital Wealth Management reduced its iShares Russell 2000 ETF (IWM) stake by 0.23% in Q3 2026, selling an estimated $11.7K and leaving 17,651 shares worth $4.91M. The position accounts for 2.84% of the portfolio, ranked #11.

Guided Capital Wealth Management first reported a position in IWM in Q4 2024 and has held it in 8 quarters since. The position peaked at $8.06M in Q4 2025. 1,791 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

  • Guided Capital Wealth Management held 17,651 shares of iShares Russell 2000 ETF worth $4.91M as of Q3 2026.
  • Guided Capital Wealth Management sold 40 iShares Russell 2000 ETF shares in Q3 2026, an estimated $11.7K.
  • iShares Russell 2000 ETF made up 2.84% of Guided Capital Wealth Management's portfolio in Q3 2026, its #11 holding.
  • Guided Capital Wealth Management first reported a position in iShares Russell 2000 ETF in Q4 2024 and has held it in 8 quarters since.
  • Guided Capital Wealth Management's iShares Russell 2000 ETF position peaked at $8.06M in Q4 2025.
  • 1,791 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on Guided Capital Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.