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

Red Door 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 		$610K Buy
2,194
+14
+0.6% +$4.11K 0.05% 167
2026
Q2 		$655K Buy
2,180
+427
+24% +$120K 0.06% 156
2026
Q1 		$435K Hold
1,753
– – 0.05% 186
2025
Q4 		$431K Buy
1,753
+1
+0.1% +$246 0.04% 176
2025
Q3 		$424K Sell
1,752
-1,460
-45% -$335K 0.05% 180
2025
Q2 		$693K Buy
3,212
+1,271
+65% +$256K 0.08% 130
2025
Q1 		$387K Hold
1,941
– – 0.06% 169
2024
Q4 		$429K Buy
1,941
+971
+100% +$221K 0.07% 151
2024
Q3 		$214K Sell
970
-152
-14% -$32.5K 0.04% 202
2024
Q2 		$228K Buy
+1,122
New +$227K 0.04% 179
2024
Q1 		– Sell
-1,027
Closed -$206K – 205
2023
Q4 		$206K Buy
+1,027
New +$184K 0.04% 187
2023
Q1 		– Sell
-1,434
Closed -$250K – 147
2022
Q4 		$250K Buy
+1,434
New +$255K 0.08% 126
2022
Q2 		– Sell
-1,113
Closed -$228K – 140
2022
Q1 		$228K Sell
1,113
-2,058
-65% -$420K 0.08% 126
2021
Q4 		$705K Buy
3,171
+441
+16% +$100K 0.23% 79
2021
Q3 		$597K Buy
2,730
+39
+1% +$8.65K 0.23% 84
2021
Q2 		$617K Buy
+2,691
New +$605K 0.24% 77
2020
Q3 		– Sell
-743
Closed -$106K – 256
2020
Q2 		$106K Sell
743
-499
-40% -$65.5K 0.08% 134
2020
Q1 		$142K Buy
1,242
+1,208
+3,553% +$180K 0.13% 101
2019
Q4 		$207K Buy
+34
New +$5.37K 0.18% 101

Other funds holding IWM

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $42.4B AUM 11.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
HRT Financial
HRT Financial New York $57.2B AUM 52.85% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $64.4B AUM 36.06% 1-Year Est. Return

Red Door Wealth Management's IWM Position: Q3 2026 in Review

Red Door Wealth Management increased its iShares Russell 2000 ETF (IWM) stake by 0.64% in Q3 2026, buying an estimated $4.11K and bringing the position to 2,194 shares worth $610K. The position accounts for 0.05% of the portfolio, ranked #167.

Red Door Wealth Management first reported a position in IWM in Q4 2019 and has held it in 19 quarters since. The position peaked at $705K in Q4 2021. 2,379 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

  • Red Door Wealth Management held 2,194 shares of iShares Russell 2000 ETF worth $610K as of Q3 2026.
  • Red Door Wealth Management bought 14 iShares Russell 2000 ETF shares in Q3 2026, an estimated $4.11K.
  • iShares Russell 2000 ETF made up 0.05% of Red Door Wealth Management's portfolio in Q3 2026, its #167 holding.
  • Red Door Wealth Management first reported a position in iShares Russell 2000 ETF in Q4 2019 and has held it in 19 quarters since.
  • Red Door Wealth Management's iShares Russell 2000 ETF position peaked at $705K in Q4 2021.
  • 2,379 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on Red Door Wealth Management's 13F filing for Q3 2026, filed 10 Nov 2026.