Whitegate Investment Counselors’s iShares Russell 2000 ETF IWM Stock Holding History

Whitegate Investment Counselors’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	$1.25M	Hold	5,038	–	–	0.4%	37
2025 Q4	$1.24M	Hold	5,038	–	–	0.39%	36
2025 Q3	$1.22M	Hold	5,038	–	–	0.4%	36
2025 Q2	$1.09M	Hold	5,038	–	–	0.37%	37
2025 Q1	$1.01M	Sell	5,038 -11	-0.2%	-$2.39K	0.36%	38
2024 Q4	$1.12M	Buy	5,049 +5	+0.1%	+$1.14K	0.38%	38
2024 Q3	$1.11M	Sell	5,044 -429	-8%	-$91.8K	0.3%	40
2024 Q2	$1.11M	Sell	5,473 -33	-0.6%	-$6.67K	0.32%	37
2024 Q1	$1.16M	Buy	5,506 +50	+0.9%	+$9.97K	0.33%	36
2023 Q4	$1.1M	Hold	5,456	–	–	0.33%	36
2023 Q3	$964K	Hold	5,456	–	–	0.32%	34
2023 Q2	$1.02M	Sell	5,456 -3,955	-42%	-$705K	0.34%	36
2023 Q1	$1.68M	Sell	9,411 -650	-6%	-$120K	0.54%	33
2022 Q4	$1.75M	Sell	10,061 -2,395	-19%	-$426K	0.6%	32
2022 Q3	$2.05M	Buy	12,456 +268	+2%	+$48.9K	0.78%	31
2022 Q2	$2.06M	Buy	12,188 +1,715	+16%	+$316K	0.76%	32
2022 Q1	$2.15M	Sell	10,473 -10	-0.1%	-$2.04K	0.66%	31
2021 Q4	$2.33M	Buy	10,483 +3,385	+48%	+$765K	0.69%	32
2021 Q3	$1.55M	Sell	7,098 -95	-1%	-$21.1K	0.22%	92
2021 Q2	$1.65M	Buy	7,193 +3	+0%	+$675	0.23%	92
2021 Q1	$1.59M	Sell	7,190 -35	-0.5%	-$7.64K	0.24%	87
2020 Q4	$1.42M	Sell	7,225 -895	-11%	-$157K	0.23%	86
2020 Q3	$1.22M	Sell	8,120 -78	-1%	-$11.7K	0.22%	89
2020 Q2	$1.17M	Buy	8,198 +2,628	+47%	+$345K	0.23%	87
2020 Q1	$637K	Buy	5,570 +124	+2%	+$18.5K	0.15%	112
2019 Q4	$902K	Buy	5,446 +53	+1%	+$8.38K	0.16%	110
2019 Q3	$816K	Buy	5,393 +77	+1%	+$11.8K	0.16%	110
2019 Q2	$827K	Buy	5,316 +1	+0%	+$154	0.17%	105
2019 Q1	$814K	Buy	5,315 +158	+3%	+$23.7K	0.17%	108
2018 Q4	$690K	Buy	5,157 +99	+2%	+$14.8K	0.16%	112
2018 Q3	$853K	Buy	5,058 +2	+0%	+$338	0.17%	107
2018 Q2	$828K	Buy	5,056 +230	+5%	+$36.8K	0.17%	107
2018 Q1	$733K	Buy	4,826 +63	+1%	+$9.73K	0.16%	111
2017 Q4	$726K	Sell	4,763 -65	-1%	-$9.76K	0.15%	113
2017 Q3	$715K	Buy	4,828 +2	+0%	+$281	0.16%	111
2017 Q2	$680K	Hold	4,826	–	–	0.15%	111
2017 Q1	$663K	Buy	4,826 +24	+0.5%	+$3.28K	0.16%	110
2016 Q4	$648K	Buy	4,802 +111	+2%	+$14.2K	0.17%	99
2016 Q3	$583K	Buy	4,691 +1	+0%	+$122	0.16%	102
2016 Q2	$539K	Buy	+4,690	New	+$529K	0.15%	104
2014 Q1	$519K	Buy	+4,690	New	+$541K	0.14%	107

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

Whitegate Investment Counselors's IWM Position: Q1 2026 in Review

Whitegate Investment Counselors held its iShares Russell 2000 ETF (IWM) position steady in Q1 2026 at 5,038 shares worth $1.25M. The position accounts for 0.4% of the portfolio, ranked #37.

Whitegate Investment Counselors first reported a position in IWM in Q1 2014 and has held it in 41 quarters since. The position peaked at $2.33M in Q4 2021. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Whitegate Investment Counselors held 5,038 shares of iShares Russell 2000 ETF worth $1.25M as of Q1 2026.
Whitegate Investment Counselors left its iShares Russell 2000 ETF share count unchanged in Q1 2026.
iShares Russell 2000 ETF made up 0.4% of Whitegate Investment Counselors's portfolio in Q1 2026, its #37 holding.
Whitegate Investment Counselors first reported a position in iShares Russell 2000 ETF in Q1 2014 and has held it in 41 quarters since.
Whitegate Investment Counselors's iShares Russell 2000 ETF position peaked at $2.33M in Q4 2021.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Whitegate Investment Counselors's 13F filing for Q1 2026, filed 27 Apr 2026.