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

GEM 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 		$3.28M Buy
10,908
+9
+0.1% +$2.53K 1.29% 22
2026
Q1 		$2.7M Buy
10,899
+7
+0.1% +$1.81K 1.19% 24
2025
Q4 		$2.78M Sell
10,892
-78
-0.7% -$19.2K 1.24% 24
2025
Q3 		$2.68M Buy
10,970
+916
+9% +$210K 1.27% 22
2025
Q2 		$2.21M Buy
10,054
+459
+5% +$92.4K 1.13% 23
2025
Q1 		$1.91M Buy
9,595
+106
+1% +$23K 1.07% 23
2024
Q4 		$2.1M Buy
9,489
+181
+2% +$41.3K 1.17% 22
2024
Q3 		$2.02M Buy
9,308
+564
+6% +$121K 1.16% 22
2024
Q2 		$1.77M Sell
8,744
-36
-0.4% -$7.28K 1.1% 22
2024
Q1 		$1.69M Buy
8,780
+54
+0.6% +$10.8K 1.14% 21
2023
Q4 		$1.75M Buy
8,726
+358
+4% +$64.1K 1.22% 19
2023
Q3 		$1.48M Sell
8,368
-69
-0.8% -$13K 1.17% 20
2023
Q2 		$1.58M Buy
8,437
+3
+0% +$535 1.22% 18
2023
Q1 		$1.5M Buy
8,434
+197
+2% +$36.3K 1.22% 18
2022
Q4 		$1.44M Buy
+8,237
New +$1.46M 1.23% 18

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Treasurer of the State of North Carolina
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
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

GEM Asset Management's IWM Position: Q2 2026 in Review

GEM Asset Management increased its iShares Russell 2000 ETF (IWM) stake by 0.08% in Q2 2026, buying an estimated $2.53K and bringing the position to 10,908 shares worth $3.28M. The position accounts for 1.29% of the portfolio, ranked #22.

GEM Asset Management first reported a position in IWM in Q4 2022 and has held it in 15 quarters since. 2,737 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • GEM Asset Management held 10,908 shares of iShares Russell 2000 ETF worth $3.28M as of Q2 2026.
  • GEM Asset Management bought 9 iShares Russell 2000 ETF shares in Q2 2026, an estimated $2.53K.
  • iShares Russell 2000 ETF made up 1.29% of GEM Asset Management's portfolio in Q2 2026, its #22 holding.
  • GEM Asset Management first reported a position in iShares Russell 2000 ETF in Q4 2022 and has held it in 15 quarters since.
  • 2,737 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on GEM Asset Management's 13F filing for Q2 2026, filed 21 Jul 2026.