Bare Financial Services’s iShares Russell 2000 ETF IWM Stock Holding History

Bare Financial Services’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	$1.65M	Sell	5,498 -76	-1%	-$21.4K	0.38%	28
2026 Q1	$1.38M	Sell	5,574 -3	-0.1%	-$774	0.37%	29
2025 Q4	$1.37M	Sell	5,577 -528	-9%	-$130K	0.38%	27
2025 Q3	$1.48M	Sell	6,105 -182	-3%	-$41.8K	0.44%	24
2025 Q2	$1.36M	Sell	6,287 -2,436	-28%	-$490K	0.46%	22
2025 Q1	$1.74M	Sell	8,723 -127	-1%	-$27.5K	0.67%	22
2024 Q4	$1.96M	Sell	8,850 -1,019	-10%	-$232K	0.79%	22
2024 Q3	$2.18M	Sell	9,869 -7,011	-42%	-$1.5M	0.9%	22
2024 Q2	$3.78M	Sell	16,880 -576	-3%	-$116K	1.99%	18
2024 Q1	$3.42M	Buy	17,456 +12,038	+222%	+$2.4M	3.28%	11
2023 Q4	$1.09M	Buy	+5,418	New	+$971K	2.19%	12

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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 Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bare Financial Services's IWM Position: Q2 2026 in Review

Bare Financial Services reduced its iShares Russell 2000 ETF (IWM) stake by 1.4% in Q2 2026, selling an estimated $21.4K and leaving 5,498 shares worth $1.65M. The position accounts for 0.38% of the portfolio, ranked #28.

Bare Financial Services first reported a position in IWM in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.78M in Q2 2024. 2,729 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Bare Financial Services held 5,498 shares of iShares Russell 2000 ETF worth $1.65M as of Q2 2026.
Bare Financial Services sold 76 iShares Russell 2000 ETF shares in Q2 2026, an estimated $21.4K.
iShares Russell 2000 ETF made up 0.38% of Bare Financial Services's portfolio in Q2 2026, its #28 holding.
Bare Financial Services first reported a position in iShares Russell 2000 ETF in Q4 2023 and has held it in 11 quarters since.
Bare Financial Services's iShares Russell 2000 ETF position peaked at $3.78M in Q2 2024.
2,729 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.