Gendell Jeffrey L’s iShares Russell 2000 ETF IWM Stock Holding History

Gendell Jeffrey L’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	–	Sell	-954,068	Closed	-$237M	–	108
2026 Q1	$237M	Buy	+954,068	New	+$246M	3.22%	2
2025 Q4	–	Sell	-99,493	Closed	-$24.1M	–	96
2025 Q3	$24.1M	Sell	99,493 -70,507	-41%	-$16.2M	0.44%	21
2025 Q2	$36.7M	Buy	+170,000	New	+$34.2M	0.97%	4
2025 Q1	–	Sell	-288,388	Closed	-$63.7M	–	87
2024 Q4	$63.7M	Buy	288,388 +238,388	+477%	+$54.4M	2%	5
2024 Q3	$11M	Sell	50,000 -314,895	-86%	-$67.4M	0.35%	26
2024 Q2	$74M	Sell	364,895 -241,306	-40%	-$48.8M	2.59%	6
2024 Q1	$127M	Buy	606,201 +156,201	+35%	+$31.2M	4.92%	2
2023 Q4	$90.3M	Buy	450,000 +72,500	+19%	+$13M	4.91%	3
2023 Q3	$66.7M	Buy	+377,500	New	+$70.9M	3.79%	5
2023 Q1	–	Sell	-440,846	Closed	-$76.9M	–	64
2022 Q4	$76.9M	Buy	+440,846	New	+$78.4M	6.81%	3
2022 Q2	–	Sell	-392,229	Closed	-$80.5M	–	66
2022 Q1	$80.5M	Buy	+392,229	New	+$80M	5.78%	4
2021 Q2	–	Sell	-200,000	Closed	-$44.2M	–	60
2021 Q1	$44.2M	Buy	200,000 +175,000	+700%	+$38.2M	4.71%	3
2020 Q4	$4.9M	Sell	25,000 -71,500	-74%	-$12.5M	0.66%	17
2020 Q3	$14.5M	Buy	+96,500	New	+$14.5M	3.04%	2
2017 Q2	–	Sell	-120,000	Closed	-$16.5M	–	77
2017 Q1	$16.5M	Buy	+120,000	New	+$16.4M	1.65%	16

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

Gendell Jeffrey L's IWM Position: Q2 2026 in Review

Gendell Jeffrey L sold out of iShares Russell 2000 ETF (IWM) in Q2 2026, closing a stake of 954,068 shares — an estimated $237M sold.

Gendell Jeffrey L first reported a position in IWM in Q1 2017 and held it in 15 quarters. The position peaked at $237M in Q1 2026. 2,750 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Gendell Jeffrey L reported no remaining iShares Russell 2000 ETF position as of Q2 2026 after selling out during the quarter.
Gendell Jeffrey L sold 954,068 iShares Russell 2000 ETF shares in Q2 2026, an estimated $237M.
Gendell Jeffrey L first reported a position in iShares Russell 2000 ETF in Q1 2017 and held it in 15 quarters.
Gendell Jeffrey L's iShares Russell 2000 ETF position peaked at $237M in Q1 2026.
2,750 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Gendell Jeffrey L's 13F filing for Q2 2026, filed 14 Aug 2026.