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 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 $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Bare Financial Services's IWM Position: Q1 2026 in Review

Bare Financial Services reduced its iShares Russell 2000 ETF (IWM) stake by 0.05% in Q1 2026, selling an estimated $774 and leaving 5,574 shares worth $1.38M. The position accounts for 0.37% of the portfolio, ranked #29.

Bare Financial Services first reported a position in IWM in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.78M in Q2 2024. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Bare Financial Services held 5,574 shares of iShares Russell 2000 ETF worth $1.38M as of Q1 2026.
Bare Financial Services sold 3 iShares Russell 2000 ETF shares in Q1 2026, an estimated $774.
iShares Russell 2000 ETF made up 0.37% of Bare Financial Services's portfolio in Q1 2026, its #29 holding.
Bare Financial Services first reported a position in iShares Russell 2000 ETF in Q4 2023 and has held it in 10 quarters since.
Bare Financial Services's iShares Russell 2000 ETF position peaked at $3.78M in Q2 2024.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Bare Financial Services's 13F filing for Q1 2026, filed 14 May 2026.