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 Q2	$1.04M	Sell	3,470 -1,530	-31%	-$430K	0.06%	293
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 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

Gateway Wealth Partners's IWM Position: Q2 2026 in Review

Gateway Wealth Partners reduced its iShares Russell 2000 ETF (IWM) stake by 31% in Q2 2026, selling an estimated $430K and leaving 3,470 shares worth $1.04M. The position accounts for 0.06% of the portfolio, ranked #293.

Gateway Wealth Partners first reported a position in IWM in Q1 2024 and has held it in 6 quarters since. The position peaked at $1.24M in Q1 2026. 2,740 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Gateway Wealth Partners held 3,470 shares of iShares Russell 2000 ETF worth $1.04M as of Q2 2026.
Gateway Wealth Partners sold 1,530 iShares Russell 2000 ETF shares in Q2 2026, an estimated $430K.
iShares Russell 2000 ETF made up 0.06% of Gateway Wealth Partners's portfolio in Q2 2026, its #293 holding.
Gateway Wealth Partners first reported a position in iShares Russell 2000 ETF in Q1 2024 and has held it in 6 quarters since.
Gateway Wealth Partners's iShares Russell 2000 ETF position peaked at $1.24M in Q1 2026.
2,740 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.