Bank Julius Baer & Co
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Bank Julius Baer & Co’s iShares Russell 2000 ETF IWM Stock Holding History

Bank Julius Baer & Co’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 		$6.26M Buy
25,260
+15,274
+153% +$3.94M 0.02% 209
2025
Q4 		$2.46M Buy
9,986
+3,094
+45% +$761K 0.01% 302
2025
Q3 		$1.67M Buy
6,892
+191
+3% +$43.8K ﹤0.01% 341
2025
Q2 		$1.45M Hold
6,701
– – ﹤0.01% 314
2025
Q1 		$1.34M Sell
6,701
-331,853
-98% -$72M ﹤0.01% 301
2024
Q4 		$82.6M Buy
338,554
+335,199
+9,991% +$76.4M 0.25% 88
2024
Q3 		$879K Buy
3,355
+1,411
+73% +$302K ﹤0.01% 295
2024
Q2 		$439K Sell
1,944
-221
-10% -$44.7K ﹤0.01% 283
2024
Q1 		$455K Sell
2,165
-550
-20% -$110K ﹤0.01% 322
2023
Q4 		$545K Sell
2,715
-1,852
-41% -$332K ﹤0.01% 320
2023
Q3 		$807K Buy
4,567
+753
+20% +$141K ﹤0.01% 281
2023
Q2 		$714K Sell
3,814
-152
-4% -$27.1K ﹤0.01% 301
2023
Q1 		$707K Buy
3,966
+2,740
+223% +$504K ﹤0.01% 309
2022
Q4 		$214K Sell
1,226
-3,442
-74% -$612K ﹤0.01% 417
2022
Q3 		$770K Buy
4,668
+196
+4% +$35.7K 0.01% 288
2022
Q2 		$757K Buy
4,472
+702
+19% +$129K 0.01% 304
2022
Q1 		$774K Sell
3,770
-318,901
-99% -$65.1M ﹤0.01% 310
2021
Q4 		$71.8M Sell
322,671
-147,988
-31% -$33.4M 0.38% 59
2021
Q3 		$103M Buy
470,659
+72,159
+18% +$16M 0.64% 39
2021
Q2 		$91.4M Buy
398,500
+73,731
+23% +$16.6M 0.58% 42
2021
Q1 		$71.8M Buy
324,769
+39,841
+14% +$8.7M 0.54% 48
2020
Q4 		$55.9M Buy
284,928
+278,678
+4,459% +$48.8M 0.46% 52
2020
Q3 		$936K Buy
6,250
+3,278
+110% +$493K 0.01% 301
2020
Q2 		$426K Sell
2,972
-3,618
-55% -$475K ﹤0.01% 382
2020
Q1 		$749K Buy
+6,590
New +$983K 0.02% 263

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

Bank Julius Baer & Co's IWM Position: Q1 2026 in Review

Bank Julius Baer & Co increased its iShares Russell 2000 ETF (IWM) stake by 153% in Q1 2026, buying an estimated $3.94M and bringing the position to 25,260 shares worth $6.26M. The position accounts for 0.02% of the portfolio, ranked #209.

Bank Julius Baer & Co first reported a position in IWM in Q1 2020 and has held it in 25 quarters since. The position peaked at $103M in Q3 2021. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Bank Julius Baer & Co held 25,260 shares of iShares Russell 2000 ETF worth $6.26M as of Q1 2026.
  • Bank Julius Baer & Co bought 15,274 iShares Russell 2000 ETF shares in Q1 2026, an estimated $3.94M.
  • iShares Russell 2000 ETF made up 0.02% of Bank Julius Baer & Co's portfolio in Q1 2026, its #209 holding.
  • Bank Julius Baer & Co first reported a position in iShares Russell 2000 ETF in Q1 2020 and has held it in 25 quarters since.
  • Bank Julius Baer & Co's iShares Russell 2000 ETF position peaked at $103M in Q3 2021.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Bank Julius Baer & Co's 13F filing for Q1 2026, filed 5 May 2026.