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GAMMA Investing’s iShares Russell 2000 ETF IWM Stock Holding History

GAMMA Investing’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 		$1.13M Buy
4,071
+31
+0.8% +$9.1K 0.04% 386
2026
Q2 		$1.21M Buy
4,040
+22
+0.5% +$6.18K 0.05% 346
2026
Q1 		$996K Buy
4,018
+194
+5% +$50K 0.05% 346
2025
Q4 		$941K Sell
3,824
-26
-0.7% -$6.39K 0.05% 333
2025
Q3 		$931K Buy
3,850
+132
+4% +$30.3K 0.05% 312
2025
Q2 		$802K Sell
3,718
-1,288
-26% -$259K 0.05% 327
2025
Q1 		$999K Buy
5,006
+1,153
+30% +$250K 0.07% 243
2024
Q4 		$851K Buy
3,853
+1,091
+40% +$249K 0.07% 240
2024
Q3 		$610K Buy
2,762
+379
+16% +$81.1K 0.06% 285
2024
Q2 		$484K Buy
2,383
+161
+7% +$32.5K 0.07% 266
2024
Q1 		$467K Buy
2,222
+858
+63% +$171K 0.1% 197
2023
Q4 		$263K Buy
+1,364
New +$244K 0.07% 255

Other funds holding IWM

SP
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
KWM
Kaydan Wealth Management Fenton, Michigan $291M AUM 15.62% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

GAMMA Investing's IWM Position: Q3 2026 in Review

GAMMA Investing increased its iShares Russell 2000 ETF (IWM) stake by 0.77% in Q3 2026, buying an estimated $9.1K and bringing the position to 4,071 shares worth $1.13M. The position accounts for 0.04% of the portfolio, ranked #386.

GAMMA Investing first reported a position in IWM in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.21M in Q2 2026. 97 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

  • GAMMA Investing held 4,071 shares of iShares Russell 2000 ETF worth $1.13M as of Q3 2026.
  • GAMMA Investing bought 31 iShares Russell 2000 ETF shares in Q3 2026, an estimated $9.1K.
  • iShares Russell 2000 ETF made up 0.04% of GAMMA Investing's portfolio in Q3 2026, its #386 holding.
  • GAMMA Investing first reported a position in iShares Russell 2000 ETF in Q4 2023 and has held it in 12 quarters since.
  • GAMMA Investing's iShares Russell 2000 ETF position peaked at $1.21M in Q2 2026.
  • 97 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.