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Gateway Wealth Partners’s iShares Russell 2000 ETF IWM Stock Holding History

Gateway Wealth Partners’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 		$1.24M Buy
5,000
+3,620
+262% +$934K 0.05% 334
2025
Q4 		$340K Sell
1,380
-76
-5% -$18.7K 0.04% 341
2025
Q3 		$352K Buy
1,456
+384
+36% +$88.1K 0.05% 290
2025
Q2 		$231K Buy
+1,072
New +$216K 0.04% 320
2024
Q2 		– Sell
-1,932
Closed -$406K – 274
2024
Q1 		$406K Buy
+1,932
New +$385K 0.15% 136

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Gateway Wealth Partners's IWM Position: Q1 2026 in Review

Gateway Wealth Partners increased its iShares Russell 2000 ETF (IWM) stake by 262% in Q1 2026, buying an estimated $934K and bringing the position to 5,000 shares worth $1.24M. The position accounts for 0.05% of the portfolio, ranked #334.

Gateway Wealth Partners first reported a position in IWM in Q1 2024 and has held it in 5 quarters since. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Gateway Wealth Partners held 5,000 shares of iShares Russell 2000 ETF worth $1.24M as of Q1 2026.
  • Gateway Wealth Partners bought 3,620 iShares Russell 2000 ETF shares in Q1 2026, an estimated $934K.
  • iShares Russell 2000 ETF made up 0.05% of Gateway Wealth Partners's portfolio in Q1 2026, its #334 holding.
  • Gateway Wealth Partners first reported a position in iShares Russell 2000 ETF in Q1 2024 and has held it in 5 quarters since.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Gateway Wealth Partners's 13F filing for Q1 2026, filed 15 May 2026.