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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
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

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Badgley Phelps Wealth Managers's IWM Position: Q1 2026 in Review

Badgley Phelps Wealth Managers reduced its iShares Russell 2000 ETF (IWM) stake by 45% in Q1 2026, selling an estimated $27.7M and leaving 133,502 shares worth $33.1M. The position accounts for 0.66% of the portfolio, ranked #39.

Badgley Phelps Wealth Managers first reported a position in IWM in Q3 2021 and has held it in 19 quarters since. The position peaked at $59.3M in Q4 2025. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Badgley Phelps Wealth Managers held 133,502 shares of iShares Russell 2000 ETF worth $33.1M as of Q1 2026.
  • Badgley Phelps Wealth Managers sold 107,244 iShares Russell 2000 ETF shares in Q1 2026, an estimated $27.7M.
  • iShares Russell 2000 ETF made up 0.66% of Badgley Phelps Wealth Managers's portfolio in Q1 2026, its #39 holding.
  • Badgley Phelps Wealth Managers first reported a position in iShares Russell 2000 ETF in Q3 2021 and has held it in 19 quarters since.
  • Badgley Phelps Wealth Managers's iShares Russell 2000 ETF position peaked at $59.3M in Q4 2025.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q1 2026, filed 15 Apr 2026.