Gimbal Financial
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Gimbal Financial’s iShares Russell 2000 ETF IWM Stock Holding History

Gimbal Financial’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 		– Sell
-95,751
Closed -$28.8M – 62
2026
Q2 		$28.8M Buy
+95,751
New +$26.9M 17.68% 2
2025
Q3 		$909K Buy
+3,756
New +$862K 0.55% 17
2024
Q2 		– Sell
-66,432
Closed -$14M – 47
2024
Q1 		$14M Buy
66,432
+34,220
+106% +$6.83M 11.44% 4
2023
Q4 		$6.47M Buy
+32,212
New +$5.77M 6.48% 6

Other funds holding IWM

Catalyst Capital Advisors
Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
AIA Group
AIA Group Hong Kong $8.11B AUM 23.7% 1-Year Est. Return
MIRAE ASSET SECURITIES (USA) INC.
MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Stairway Partners
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Citizens Financial Group
Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return
Washington Trust
Washington Trust Westerly, Rhode Island $3.23B AUM 23.24% 1-Year Est. Return

Gimbal Financial's IWM Position: Q3 2026 in Review

Gimbal Financial sold out of iShares Russell 2000 ETF (IWM) in Q3 2026, closing a stake of 95,751 shares — an estimated $28.8M sold.

Gimbal Financial first reported a position in IWM in Q4 2023 and held it in 4 quarters. The position peaked at $28.8M in Q2 2026. 1,327 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

  • Gimbal Financial reported no remaining iShares Russell 2000 ETF position as of Q3 2026 after selling out during the quarter.
  • Gimbal Financial sold 95,751 iShares Russell 2000 ETF shares in Q3 2026, an estimated $28.8M.
  • Gimbal Financial first reported a position in iShares Russell 2000 ETF in Q4 2023 and held it in 4 quarters.
  • Gimbal Financial's iShares Russell 2000 ETF position peaked at $28.8M in Q2 2026.
  • 1,327 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on Gimbal Financial's 13F filing for Q3 2026, filed 19 Oct 2026.