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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
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
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

Gendell Jeffrey L's IWM Position: Q1 2026 in Review

Gendell Jeffrey L opened a new position in iShares Russell 2000 ETF (IWM) in Q1 2026: 954,068 shares worth $237M. The stake represents 3.22% of the portfolio and ranks #2 among its holdings. This is a return to the name: Gendell Jeffrey L previously reported a position in IWM as recently as Q3 2025.

Gendell Jeffrey L first reported a position in IWM in Q1 2017 and has held it in 15 quarters since. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Gendell Jeffrey L held 954,068 shares of iShares Russell 2000 ETF worth $237M as of Q1 2026.
  • iShares Russell 2000 ETF was a new Gendell Jeffrey L position in Q1 2026.
  • iShares Russell 2000 ETF made up 3.22% of Gendell Jeffrey L's portfolio in Q1 2026, its #2 holding.
  • Gendell Jeffrey L first reported a position in iShares Russell 2000 ETF in Q1 2017 and has held it in 15 quarters since.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Gendell Jeffrey L's 13F filing for Q1 2026, filed 15 May 2026.