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BCGM Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History

BCGM Wealth Management’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 		$339K Buy
1,368
+29
+2% +$7.48K 0.09% 138
2025
Q4 		$330K Buy
1,339
+2
+0.1% +$492 0.08% 138
2025
Q3 		$324K Buy
1,337
+2
+0.1% +$459 0.08% 138
2025
Q2 		$288K Buy
1,335
+1
+0.1% +$201 0.08% 139
2025
Q1 		$266K Buy
1,334
+2
+0.2% +$434 0.08% 136
2024
Q4 		$294K Buy
1,332
+2
+0.2% +$456 0.09% 130
2024
Q3 		$294K Buy
1,330
+2
+0.2% +$428 0.1% 131
2024
Q2 		$269K Buy
1,328
+2
+0.2% +$404 0.09% 131
2024
Q1 		$279K Sell
1,326
-578
-30% -$115K 0.1% 121
2023
Q4 		$382K Buy
+1,904
New +$341K 0.16% 92

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

BCGM Wealth Management's IWM Position: Q1 2026 in Review

BCGM Wealth Management increased its iShares Russell 2000 ETF (IWM) stake by 2.2% in Q1 2026, buying an estimated $7.48K and bringing the position to 1,368 shares worth $339K. The position accounts for 0.09% of the portfolio, ranked #138.

BCGM Wealth Management first reported a position in IWM in Q4 2023 and has held it in 10 quarters since. The position peaked at $382K in Q4 2023. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • BCGM Wealth Management held 1,368 shares of iShares Russell 2000 ETF worth $339K as of Q1 2026.
  • BCGM Wealth Management bought 29 iShares Russell 2000 ETF shares in Q1 2026, an estimated $7.48K.
  • iShares Russell 2000 ETF made up 0.09% of BCGM Wealth Management's portfolio in Q1 2026, its #138 holding.
  • BCGM Wealth Management first reported a position in iShares Russell 2000 ETF in Q4 2023 and has held it in 10 quarters since.
  • BCGM Wealth Management's iShares Russell 2000 ETF position peaked at $382K in Q4 2023.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on BCGM Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.