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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
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

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Gimbal Financial's IWM Position: Q2 2026 in Review

Gimbal Financial opened a new position in iShares Russell 2000 ETF (IWM) in Q2 2026: 95,751 shares worth $28.8M. The stake represents 17.68% of the portfolio and ranks #2 among its holdings. This is a return to the name: Gimbal Financial previously reported a position in IWM as recently as Q3 2025.

Gimbal Financial first reported a position in IWM in Q4 2023 and has held it in 4 quarters since. 2,737 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Gimbal Financial held 95,751 shares of iShares Russell 2000 ETF worth $28.8M as of Q2 2026.
  • iShares Russell 2000 ETF was a new Gimbal Financial position in Q2 2026.
  • iShares Russell 2000 ETF made up 17.68% of Gimbal Financial's portfolio in Q2 2026, its #2 holding.
  • Gimbal Financial first reported a position in iShares Russell 2000 ETF in Q4 2023 and has held it in 4 quarters since.
  • 2,737 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Gimbal Financial's 13F filing for Q2 2026, filed 4 Aug 2026.