Badgley Phelps Wealth Managers
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Badgley Phelps Wealth Managers’s iShares Russell 2000 ETF IWM Stock Holding History

Badgley Phelps Wealth Managers’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 		$27.7M Sell
99,641
-14,709
-13% -$4.32M 0.48% 54
2026
Q2 		$34.4M Sell
114,350
-19,152
-14% -$5.38M 0.6% 44
2026
Q1 		$33.1M Sell
133,502
-107,244
-45% -$27.7M 0.66% 39
2025
Q4 		$59.3M Buy
240,746
+203,778
+551% +$50.1M 1.09% 24
2025
Q3 		$8.94M Buy
36,968
+285
+0.8% +$65.4K 0.19% 111
2025
Q2 		$7.92M Buy
36,683
+825
+2% +$166K 0.18% 116
2025
Q1 		$7.15M Sell
35,858
-1,083
-3% -$235K 0.17% 116
2024
Q4 		$8.16M Buy
36,941
+3,864
+12% +$881K 0.19% 111
2024
Q3 		$7.31M Buy
33,077
+2,200
+7% +$471K 0.17% 115
2024
Q2 		$6.26M Sell
30,877
-450
-1% -$90.9K 0.16% 111
2024
Q1 		$6.59M Sell
31,327
-5,894
-16% -$1.18M 0.16% 111
2023
Q4 		$7.47M Buy
37,221
+6,278
+20% +$1.12M 0.2% 106
2023
Q3 		$5.47M Buy
30,943
+610
+2% +$115K 0.19% 105
2023
Q2 		$5.68M Sell
30,333
-3,458
-10% -$617K 0.19% 108
2023
Q1 		$6.03M Sell
33,791
-99
-0.3% -$18.2K 0.22% 105
2022
Q4 		$5.91M Buy
33,890
+7,778
+30% +$1.38M 0.24% 103
2022
Q3 		$4.31M Sell
26,112
-705
-3% -$129K 0.18% 106
2022
Q2 		$4.54M Buy
26,817
+22
+0.1% +$4.06K 0.19% 107
2022
Q1 		$5.5M Sell
26,795
-1,150
-4% -$235K 0.19% 107
2021
Q4 		$6.22M Buy
27,945
+122
+0.4% +$27.6K 0.2% 109
2021
Q3 		$6.09M Buy
+27,823
New +$6.17M 0.22% 107

Other funds holding IWM

Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return

Badgley Phelps Wealth Managers's IWM Position: Q3 2026 in Review

Badgley Phelps Wealth Managers reduced its iShares Russell 2000 ETF (IWM) stake by 13% in Q3 2026, selling an estimated $4.32M and leaving 99,641 shares worth $27.7M. The position accounts for 0.48% of the portfolio, ranked #54.

Badgley Phelps Wealth Managers first reported a position in IWM in Q3 2021 and has held it in 21 quarters since. The position peaked at $59.3M in Q4 2025. 1,812 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

  • Badgley Phelps Wealth Managers held 99,641 shares of iShares Russell 2000 ETF worth $27.7M as of Q3 2026.
  • Badgley Phelps Wealth Managers sold 14,709 iShares Russell 2000 ETF shares in Q3 2026, an estimated $4.32M.
  • iShares Russell 2000 ETF made up 0.48% of Badgley Phelps Wealth Managers's portfolio in Q3 2026, its #54 holding.
  • Badgley Phelps Wealth Managers first reported a position in iShares Russell 2000 ETF in Q3 2021 and has held it in 21 quarters since.
  • Badgley Phelps Wealth Managers's iShares Russell 2000 ETF position peaked at $59.3M in Q4 2025.
  • 1,812 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q3 2026, filed 22 Oct 2026.