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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

MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VWM
Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 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. 684 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.
  • 684 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.