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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
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

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

Gimbal Financial's IWM Position: Q3 2025 in Review

Gimbal Financial opened a new position in iShares Russell 2000 ETF (IWM) in Q3 2025: 3,756 shares worth $909K. The stake represents 0.55% of the portfolio and ranks #17 among its holdings. This is a return to the name: Gimbal Financial previously reported a position in IWM as recently as Q1 2024.

Gimbal Financial first reported a position in IWM in Q4 2023 and has held it in 3 quarters since. The position peaked at $14M in Q1 2024. 2,430 funds tracked by Wall St. Rank hold IWM as of Q3 2025.

  • Gimbal Financial held 3,756 shares of iShares Russell 2000 ETF worth $909K as of Q3 2025.
  • iShares Russell 2000 ETF was a new Gimbal Financial position in Q3 2025.
  • iShares Russell 2000 ETF made up 0.55% of Gimbal Financial's portfolio in Q3 2025, its #17 holding.
  • Gimbal Financial first reported a position in iShares Russell 2000 ETF in Q4 2023 and has held it in 3 quarters since.
  • Gimbal Financial's iShares Russell 2000 ETF position peaked at $14M in Q1 2024.
  • 2,430 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2025.

Based on Gimbal Financial's 13F filing for Q3 2025, filed 4 Nov 2025.