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

Gemmer 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	$477K	Sell	1,588 -27	-2%	-$7.59K	0.03%	118
2026 Q1	$401K	Sell	1,615 -4	-0.2%	-$1.03K	0.03%	123
2025 Q4	$399K	Sell	1,619 -391	-19%	-$96.1K	0.03%	124
2025 Q3	$486K	Buy	2,010 +476	+31%	+$109K	0.04%	103
2025 Q2	$331K	Hold	1,534	–	–	0.03%	125
2025 Q1	$306K	Buy	1,534 +295	+24%	+$64K	0.03%	122
2024 Q4	$274K	Sell	1,239 -14	-1%	-$3.19K	0.03%	121
2024 Q3	$277K	Buy	1,253 +121	+11%	+$25.9K	0.03%	124
2024 Q2	$230K	Sell	1,132 -200	-15%	-$40.4K	0.02%	128
2024 Q1	$280K	Sell	1,332 -62	-4%	-$12.4K	0.03%	110
2023 Q4	$280K	Buy	1,394 +126	+10%	+$22.6K	0.03%	105
2023 Q3	$224K	Hold	1,268	–	–	0.03%	116
2023 Q2	$237K	Sell	1,268 -252	-17%	-$44.9K	0.03%	114
2023 Q1	$271K	Hold	1,520	–	–	0.04%	104
2022 Q4	$265K	Sell	1,520 -17	-1%	-$3.02K	0.04%	99
2022 Q3	$254K	Sell	1,537 -14	-0.9%	-$2.55K	0.04%	104
2022 Q2	$263K	Sell	1,551 -87	-5%	-$16K	0.04%	98
2022 Q1	$336K	Buy	1,638 +53	+3%	+$10.8K	0.04%	96
2021 Q4	$353K	Hold	1,585	–	–	0.04%	94
2021 Q3	$347K	Buy	1,585 +68	+4%	+$15.1K	0.05%	93
2021 Q2	$348K	Buy	1,517 +94	+7%	+$21.1K	0.05%	97
2021 Q1	$314K	Hold	1,423	–	–	0.05%	94
2020 Q4	$279K	Sell	1,423 -37	-3%	-$6.47K	0.05%	84
2020 Q3	$219K	Buy	1,460 +11	+0.8%	+$1.66K	0.04%	85
2020 Q2	$208K	Hold	1,449	–	–	0.04%	92
2020 Q1	$166K	Buy	1,449 +386	+36%	+$57.5K	0.04%	91
2019 Q4	$176K	Hold	1,063	–	–	0.04%	94
2019 Q3	$161K	Hold	1,063	–	–	0.04%	99
2019 Q2	$165K	Sell	1,063 -141	-12%	-$21.7K	0.04%	95
2019 Q1	$184K	Buy	1,204 +313	+35%	+$47K	0.05%	91
2018 Q4	$119K	Buy	891 +128	+17%	+$19.1K	0.04%	104
2018 Q3	$129K	Buy	+763	New	+$129K	0.04%	103
2015 Q1	–	Sell	-34	Closed	-$4K	–	1387
2014 Q4	$4K	Hold	34	–	–	﹤0.01%	942
2014 Q3	$4K	Buy	+34	New	+$3.89K	﹤0.01%	956

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

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

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

AIA

Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return

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

Gemmer Asset Management reduced its iShares Russell 2000 ETF (IWM) stake by 1.7% in Q2 2026, selling an estimated $7.59K and leaving 1,588 shares worth $477K. The position accounts for 0.03% of the portfolio, ranked #118.

Gemmer Asset Management first reported a position in IWM in Q3 2014 and has held it in 34 quarters since. The position peaked at $486K in Q3 2025. 1,015 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Gemmer Asset Management held 1,588 shares of iShares Russell 2000 ETF worth $477K as of Q2 2026.
Gemmer Asset Management sold 27 iShares Russell 2000 ETF shares in Q2 2026, an estimated $7.59K.
iShares Russell 2000 ETF made up 0.03% of Gemmer Asset Management's portfolio in Q2 2026, its #118 holding.
Gemmer Asset Management first reported a position in iShares Russell 2000 ETF in Q3 2014 and has held it in 34 quarters since.
Gemmer Asset Management's iShares Russell 2000 ETF position peaked at $486K in Q3 2025.
1,015 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Gemmer Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.