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 Q3	$8.22M	Buy	29,593 +1,918	+7%	+$563K	4.33%	4
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

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

BayBridge Capital Group's IWM Position: Q3 2026 in Review

BayBridge Capital Group increased its iShares Russell 2000 ETF (IWM) stake by 6.9% in Q3 2026, buying an estimated $563K and bringing the position to 29,593 shares worth $8.22M. 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 11 quarters since. The position peaked at $8.31M in Q2 2026. 1,912 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

BayBridge Capital Group held 29,593 shares of iShares Russell 2000 ETF worth $8.22M as of Q3 2026.
BayBridge Capital Group bought 1,918 iShares Russell 2000 ETF shares in Q3 2026, an estimated $563K.
iShares Russell 2000 ETF made up 4.33% of BayBridge Capital Group's portfolio in Q3 2026, its #4 holding.
BayBridge Capital Group first reported a position in iShares Russell 2000 ETF in Q1 2024 and has held it in 11 quarters since.
BayBridge Capital Group's iShares Russell 2000 ETF position peaked at $8.31M in Q2 2026.
1,912 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on BayBridge Capital Group's 13F filing for Q3 2026, filed 13 Oct 2026.