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

Paladin 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 		$2.26M Buy
8,134
+292
+4% +$85.8K 1.39% 16
2026
Q2 		$2.36M Sell
7,842
-130
-2% -$36.5K 1.56% 14
2026
Q1 		$1.98M Buy
7,972
+1,250
+19% +$322K 1.43% 17
2025
Q4 		$1.65M Buy
+6,722
New +$1.65M 1.23% 16

Other funds holding IWM

SP
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
KWM
Kaydan Wealth Management Fenton, Michigan $291M AUM 15.62% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

Paladin Partners's IWM Position: Q3 2026 in Review

Paladin Partners increased its iShares Russell 2000 ETF (IWM) stake by 3.7% in Q3 2026, buying an estimated $85.8K and bringing the position to 8,134 shares worth $2.26M. The position accounts for 1.39% of the portfolio, ranked #16.

Paladin Partners first reported a position in IWM in Q4 2025 and has held it in 4 quarters since. The position peaked at $2.36M in Q2 2026. 97 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

  • Paladin Partners held 8,134 shares of iShares Russell 2000 ETF worth $2.26M as of Q3 2026.
  • Paladin Partners bought 292 iShares Russell 2000 ETF shares in Q3 2026, an estimated $85.8K.
  • iShares Russell 2000 ETF made up 1.39% of Paladin Partners's portfolio in Q3 2026, its #16 holding.
  • Paladin Partners first reported a position in iShares Russell 2000 ETF in Q4 2025 and has held it in 4 quarters since.
  • Paladin Partners's iShares Russell 2000 ETF position peaked at $2.36M in Q2 2026.
  • 97 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on Paladin Partners's 13F filing for Q3 2026, filed 6 Oct 2026.