Quadcap Wealth Management
IWM icon

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

Quadcap 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
2025
Q1 		– Sell
-300
Closed -$66.3K – 397
2024
Q4 		$66.3K Hold
300
– – 0.01% 372
2024
Q3 		$66.3K Buy
+300
New +$64.2K 0.01% 375

Other funds holding IWM

Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Catalyst Capital Advisors
Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
AIA Group
AIA Group Hong Kong $8.11B AUM 23.7% 1-Year Est. Return
MIRAE ASSET SECURITIES (USA) INC.
MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $184B AUM 51.71% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Stairway Partners
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return

Quadcap Wealth Management's IWM Position: Q3 2026 in Review

Quadcap Wealth Management increased its iShares Russell 2000 ETF (IWM) stake by 0.1% in Q3 2026, buying an estimated $3.52K and bringing the position to 11,648 shares worth $3.24M. The position accounts for 0.31% of the portfolio, ranked #71.

Quadcap Wealth Management first reported a position in IWM in Q4 2023 and has held it in 12 quarters since. The position peaked at $3.5M in Q2 2026. 1,508 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

  • Quadcap Wealth Management held 11,648 shares of iShares Russell 2000 ETF worth $3.24M as of Q3 2026.
  • Quadcap Wealth Management bought 12 iShares Russell 2000 ETF shares in Q3 2026, an estimated $3.52K.
  • iShares Russell 2000 ETF made up 0.31% of Quadcap Wealth Management's portfolio in Q3 2026, its #71 holding.
  • Quadcap Wealth Management first reported a position in iShares Russell 2000 ETF in Q4 2023 and has held it in 12 quarters since.
  • Quadcap Wealth Management's iShares Russell 2000 ETF position peaked at $3.5M in Q2 2026.
  • 1,508 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on Quadcap Wealth Management's 13F filing for Q3 2026, filed 2 Nov 2026.