GAMCO Investors’s iShares Russell 2000 ETF IWM Stock Holding History

GAMCO Investors’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	$698K	Sell	2,815 -4,996	-64%	-$1.29M	0.01%	697
2025 Q4	$1.92M	Buy	7,811 +2,877	+58%	+$707K	0.02%	534
2025 Q3	$1.19M	Sell	4,934 -2,177	-31%	-$500K	0.01%	615
2025 Q2	$1.53M	Buy	+7,111	New	+$1.43M	0.02%	587
2024 Q1	–	Sell	-5,173	Closed	-$1.04M	–	865
2023 Q4	$1.04M	Buy	5,173 +3,374	+188%	+$604K	0.01%	583
2023 Q3	$318K	Sell	1,799 -841	-32%	-$158K	﹤0.01%	740
2023 Q2	$494K	Sell	2,640 -1,534	-37%	-$273K	0.01%	690
2023 Q1	$745K	Sell	4,174 -1,889	-31%	-$348K	0.01%	639
2022 Q4	$1.06M	Buy	6,063 +2,801	+86%	+$498K	0.01%	578
2022 Q3	$538K	Buy	+3,262	New	+$595K	0.01%	675
2022 Q1	–	Sell	-2,778	Closed	-$618K	–	922
2021 Q4	$618K	Buy	+2,778	New	+$628K	0.01%	703
2020 Q1	–	Sell	-2,124	Closed	-$352K	–	885
2019 Q4	$352K	Sell	2,124 -876	-29%	-$138K	﹤0.01%	781
2019 Q3	$454K	Hold	3,000	–	–	﹤0.01%	728
2019 Q2	$467K	Buy	+3,000	New	+$462K	﹤0.01%	743
2019 Q1	–	Sell	-6,334	Closed	-$848K	–	852
2018 Q4	$848K	Buy	+6,334	New	+$945K	0.01%	565

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

GAMCO Investors's IWM Position: Q1 2026 in Review

GAMCO Investors reduced its iShares Russell 2000 ETF (IWM) stake by 64% in Q1 2026, selling an estimated $1.29M and leaving 2,815 shares worth $698K. The position accounts for 0.01% of the portfolio, ranked #697.

GAMCO Investors first reported a position in IWM in Q4 2018 and has held it in 15 quarters since. The position peaked at $1.92M in Q4 2025. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

GAMCO Investors held 2,815 shares of iShares Russell 2000 ETF worth $698K as of Q1 2026.
GAMCO Investors sold 4,996 iShares Russell 2000 ETF shares in Q1 2026, an estimated $1.29M.
iShares Russell 2000 ETF made up 0.01% of GAMCO Investors's portfolio in Q1 2026, its #697 holding.
GAMCO Investors first reported a position in iShares Russell 2000 ETF in Q4 2018 and has held it in 15 quarters since.
GAMCO Investors's iShares Russell 2000 ETF position peaked at $1.92M in Q4 2025.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on GAMCO Investors's 13F filing for Q1 2026, filed 14 May 2026.