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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
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

CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

GAMMA Investing's IWM Position: Q2 2026 in Review

GAMMA Investing increased its iShares Russell 2000 ETF (IWM) stake by 0.55% in Q2 2026, buying an estimated $6.18K and bringing the position to 4,040 shares worth $1.21M. The position accounts for 0.05% of the portfolio, ranked #346.

GAMMA Investing first reported a position in IWM in Q4 2023 and has held it in 11 quarters since. 1,115 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • GAMMA Investing held 4,040 shares of iShares Russell 2000 ETF worth $1.21M as of Q2 2026.
  • GAMMA Investing bought 22 iShares Russell 2000 ETF shares in Q2 2026, an estimated $6.18K.
  • iShares Russell 2000 ETF made up 0.05% of GAMMA Investing's portfolio in Q2 2026, its #346 holding.
  • GAMMA Investing first reported a position in iShares Russell 2000 ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,115 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on GAMMA Investing's 13F filing for Q2 2026, filed 7 Jul 2026.