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Gerber LLC’s iShares Russell 2000 ETF IWM Stock Holding History

Gerber LLC’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 		$512K Sell
1,703
-90
-5% -$25.3K 0.24% 48
2026
Q1 		$445K Buy
1,793
+696
+63% +$180K 0.25% 46
2025
Q4 		$270K Sell
1,097
-204
-16% -$50.2K 0.15% 69
2025
Q3 		$315K Hold
1,301
– – 0.2% 58
2025
Q2 		$281K Hold
1,301
– – 0.2% 69
2025
Q1 		$260K Hold
1,301
– – 0.22% 71
2024
Q4 		$287K Hold
1,301
– – 0.21% 60
2024
Q3 		$287K Hold
1,301
– – 0.21% 66
2024
Q2 		$264K Sell
1,301
-533
-29% -$108K 0.21% 69
2024
Q1 		$386K Hold
1,834
– – 0.32% 54
2023
Q4 		$368K Buy
+1,834
New +$329K 0.33% 55

Other funds holding IWM

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
PRS
Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Gerber LLC's IWM Position: Q2 2026 in Review

Gerber LLC reduced its iShares Russell 2000 ETF (IWM) stake by 5% in Q2 2026, selling an estimated $25.3K and leaving 1,703 shares worth $512K. The position accounts for 0.24% of the portfolio, ranked #48.

Gerber LLC first reported a position in IWM in Q4 2023 and has held it in 11 quarters since. 1,513 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Gerber LLC held 1,703 shares of iShares Russell 2000 ETF worth $512K as of Q2 2026.
  • Gerber LLC sold 90 iShares Russell 2000 ETF shares in Q2 2026, an estimated $25.3K.
  • iShares Russell 2000 ETF made up 0.24% of Gerber LLC's portfolio in Q2 2026, its #48 holding.
  • Gerber LLC first reported a position in iShares Russell 2000 ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,513 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Gerber LLC's 13F filing for Q2 2026, filed 29 Jul 2026.