WPG Advisers
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WPG Advisers’s iShares Russell 2000 ETF IWM Stock Holding History

WPG Advisers’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 		$155K Hold
558
– – 0.08% 129
2026
Q2 		$168K Hold
558
– – 0.1% 120
2026
Q1 		$138K Hold
558
– – 0.1% 115
2025
Q4 		$137K Hold
558
– – 0.1% 130
2025
Q3 		$135K Hold
558
– – 0.1% 126
2025
Q2 		$120K Hold
558
– – 0.1% 129
2025
Q1 		$111K Hold
558
– – 0.1% 144
2024
Q4 		$123K Buy
+558
New +$127K 0.11% 152

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

WPG Advisers's IWM Position: Q3 2026 in Review

WPG Advisers held its iShares Russell 2000 ETF (IWM) position steady in Q3 2026 at 558 shares worth $155K. The position accounts for 0.08% of the portfolio, ranked #129.

WPG Advisers first reported a position in IWM in Q4 2024 and has held it in 8 quarters since. The position peaked at $168K in Q2 2026. 1,747 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

  • WPG Advisers held 558 shares of iShares Russell 2000 ETF worth $155K as of Q3 2026.
  • WPG Advisers left its iShares Russell 2000 ETF share count unchanged in Q3 2026.
  • iShares Russell 2000 ETF made up 0.08% of WPG Advisers's portfolio in Q3 2026, its #129 holding.
  • WPG Advisers first reported a position in iShares Russell 2000 ETF in Q4 2024 and has held it in 8 quarters since.
  • WPG Advisers's iShares Russell 2000 ETF position peaked at $168K in Q2 2026.
  • 1,747 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on WPG Advisers's 13F filing for Q3 2026, filed 27 Oct 2026.