BayBridge Capital Group’s iShares Russell 2000 ETF IWM Stock Holding History

BayBridge Capital Group’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	$8.31M	Buy	27,675 +3,179	+13%	+$893K	4.33%	4
2026 Q1	$6.03M	Hold	24,496	–	–	3.74%	6
2025 Q4	$6.03M	Sell	24,496 -20	-0.1%	-$4.92K	3.74%	6
2025 Q3	$5.93M	Sell	24,516 -2,231	-8%	-$512K	3.78%	6
2025 Q2	$5.77M	Buy	26,747 +438	+2%	+$88.1K	3.71%	6
2025 Q1	$5.25M	Buy	26,309 +4,068	+18%	+$882K	3.77%	6
2024 Q4	$4.91M	Buy	22,241 +1,223	+6%	+$279K	3.57%	6
2024 Q3	$4.64M	Buy	21,018 +1,795	+9%	+$384K	3.34%	6
2024 Q2	$3.9M	Buy	19,223 +944	+5%	+$191K	3.05%	6
2024 Q1	$3.57M	Buy	+18,279	New	+$3.65M	3.11%	6

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

BayBridge Capital Group's IWM Position: Q2 2026 in Review

BayBridge Capital Group increased its iShares Russell 2000 ETF (IWM) stake by 13% in Q2 2026, buying an estimated $893K and bringing the position to 27,675 shares worth $8.31M. The position accounts for 4.33% of the portfolio, ranked #4.

BayBridge Capital Group first reported a position in IWM in Q1 2024 and has held it in 10 quarters since. 2,730 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

BayBridge Capital Group held 27,675 shares of iShares Russell 2000 ETF worth $8.31M as of Q2 2026.
BayBridge Capital Group bought 3,179 iShares Russell 2000 ETF shares in Q2 2026, an estimated $893K.
iShares Russell 2000 ETF made up 4.33% of BayBridge Capital Group's portfolio in Q2 2026, its #4 holding.
BayBridge Capital Group first reported a position in iShares Russell 2000 ETF in Q1 2024 and has held it in 10 quarters since.
2,730 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on BayBridge Capital Group's 13F filing for Q2 2026, filed 14 Jul 2026.