BP
IWM icon

BBR Partners’s iShares Russell 2000 ETF IWM Stock Holding History

BBR Partners’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 		$675K Hold
2,722
– – 0.04% 127
2025
Q4 		$670K Sell
2,722
-200
-7% -$49.2K 0.04% 136
2025
Q3 		$707K Sell
2,922
-4
-0.1% -$918 0.04% 129
2025
Q2 		$631K Sell
2,926
-109
-4% -$21.9K 0.04% 126
2025
Q1 		$605K Sell
3,035
-1,390
-31% -$302K 0.04% 119
2024
Q4 		$978K Sell
4,425
-2,022
-31% -$461K 0.07% 97
2024
Q3 		$1.42M Buy
6,447
+200
+3% +$42.8K 0.11% 65
2024
Q2 		$1.27M Sell
6,247
-2,041
-25% -$412K 0.1% 69
2024
Q1 		$1.74M Buy
8,288
+6,005
+263% +$1.2M 0.14% 69
2023
Q4 		$458K Buy
2,283
+377
+20% +$67.5K 0.05% 107
2023
Q3 		$337K Sell
1,906
-65
-3% -$12.2K 0.04% 137
2023
Q2 		$369K Buy
1,971
+344
+21% +$61.3K 0.04% 112
2023
Q1 		$290K Buy
1,627
+99
+6% +$18.2K 0.03% 128
2022
Q4 		$266K Buy
+1,528
New +$272K 0.03% 145
2020
Q3 		– Sell
-4,577
Closed -$655K – 195
2020
Q2 		$655K Sell
4,577
-2,011
-31% -$264K 0.08% 93
2020
Q1 		$754K Sell
6,588
-471
-7% -$70.2K 0.11% 72
2019
Q4 		$1.17M Buy
7,059
+148
+2% +$23.4K 0.13% 77
2019
Q3 		$1.05M Buy
6,911
+3,948
+133% +$603K 0.16% 47
2019
Q2 		$461K Hold
2,963
– – 0.07% 71
2019
Q1 		$454K Sell
2,963
-3,078
-51% -$463K 0.06% 93
2018
Q4 		$809K Buy
6,041
+3,600
+147% +$537K 0.11% 74
2018
Q3 		$411K Hold
2,441
– – 0.06% 73
2018
Q2 		$400K Hold
2,441
– – 0.07% 67
2018
Q1 		$371K Hold
2,441
– – 0.07% 64
2017
Q4 		$372K Buy
2,441
+166
+7% +$24.9K 0.07% 49
2017
Q3 		$337K Hold
2,275
– – 0.07% 43
2017
Q2 		$321K Sell
2,275
-3,195
-58% -$442K 0.07% 48
2017
Q1 		$752K Buy
5,470
+220
+4% +$30.1K 0.16% 24
2016
Q4 		$708K Buy
5,250
+2,879
+121% +$368K 0.12% 32
2016
Q3 		$295K Buy
+2,371
New +$288K 0.05% 63

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

BBR Partners's IWM Position: Q1 2026 in Review

BBR Partners held its iShares Russell 2000 ETF (IWM) position steady in Q1 2026 at 2,722 shares worth $675K. The position accounts for 0.04% of the portfolio, ranked #127.

BBR Partners first reported a position in IWM in Q3 2016 and has held it in 30 quarters since. The position peaked at $1.74M in Q1 2024. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • BBR Partners held 2,722 shares of iShares Russell 2000 ETF worth $675K as of Q1 2026.
  • BBR Partners left its iShares Russell 2000 ETF share count unchanged in Q1 2026.
  • iShares Russell 2000 ETF made up 0.04% of BBR Partners's portfolio in Q1 2026, its #127 holding.
  • BBR Partners first reported a position in iShares Russell 2000 ETF in Q3 2016 and has held it in 30 quarters since.
  • BBR Partners's iShares Russell 2000 ETF position peaked at $1.74M in Q1 2024.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on BBR Partners's 13F filing for Q1 2026, filed 12 May 2026.