GWM
IWM icon

Gibbs Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History

Gibbs Wealth 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
Q3 		$380K Buy
1,367
+618
+83% +$181K 0.04% 367
2026
Q2 		$225K Buy
+749
New +$210K 0.03% 435

Other funds holding IWM

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $42.4B AUM 11.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
HRT Financial
HRT Financial New York $57.2B AUM 52.85% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $64.4B AUM 36.06% 1-Year Est. Return

Gibbs Wealth Management's IWM Position: Q3 2026 in Review

Gibbs Wealth Management increased its iShares Russell 2000 ETF (IWM) stake by 83% in Q3 2026, buying an estimated $181K and bringing the position to 1,367 shares worth $380K. The position accounts for 0.04% of the portfolio, ranked #367.

Gibbs Wealth Management first reported a position in IWM in Q2 2026 and has held it in 2 quarters since. 2,379 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

  • Gibbs Wealth Management held 1,367 shares of iShares Russell 2000 ETF worth $380K as of Q3 2026.
  • Gibbs Wealth Management bought 618 iShares Russell 2000 ETF shares in Q3 2026, an estimated $181K.
  • iShares Russell 2000 ETF made up 0.04% of Gibbs Wealth Management's portfolio in Q3 2026, its #367 holding.
  • Gibbs Wealth Management first reported a position in iShares Russell 2000 ETF in Q2 2026 and has held it in 2 quarters since.
  • 2,379 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on Gibbs Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.