Gardner Lewis Asset Management’s iShares Russell 2000 ETF IWM Stock Holding History

Gardner Lewis Asset Management’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	$2.52M	Hold	8,390	–	–	0.56%	41
2026 Q1	$2.08M	Hold	8,390	–	–	0.45%	53
2025 Q4	$2.07M	Hold	8,390	–	–	0.52%	50
2025 Q3	$2.03M	Buy	+8,390	New	+$1.93M	0.48%	42
2025 Q1	–	Sell	-9,680	Closed	-$2.14M	–	86
2024 Q4	$2.14M	Sell	9,680 -45	-0.5%	-$10.3K	0.52%	43
2024 Q3	$2.15M	Buy	+9,725	New	+$2.08M	0.6%	45

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Gardner Lewis Asset Management's IWM Position: Q2 2026 in Review

Gardner Lewis Asset Management held its iShares Russell 2000 ETF (IWM) position steady in Q2 2026 at 8,390 shares worth $2.52M. The position accounts for 0.56% of the portfolio, ranked #41.

Gardner Lewis Asset Management first reported a position in IWM in Q3 2024 and has held it in 6 quarters since. 2,737 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Gardner Lewis Asset Management held 8,390 shares of iShares Russell 2000 ETF worth $2.52M as of Q2 2026.
Gardner Lewis Asset Management left its iShares Russell 2000 ETF share count unchanged in Q2 2026.
iShares Russell 2000 ETF made up 0.56% of Gardner Lewis Asset Management's portfolio in Q2 2026, its #41 holding.
Gardner Lewis Asset Management first reported a position in iShares Russell 2000 ETF in Q3 2024 and has held it in 6 quarters since.
2,737 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Gardner Lewis Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.