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 Q3	$380K	Hold	1,369	–	–	0.08%	140
2026 Q2	$411K	Buy	1,369 +1	+0.1%	+$281	0.09%	125
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

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

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

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

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 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

BCGM Wealth Management's IWM Position: Q3 2026 in Review

BCGM Wealth Management held its iShares Russell 2000 ETF (IWM) position steady in Q3 2026 at 1,369 shares worth $380K. The position accounts for 0.08% of the portfolio, ranked #140.

BCGM Wealth Management first reported a position in IWM in Q4 2023 and has held it in 12 quarters since. The position peaked at $411K in Q2 2026. 2,126 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

BCGM Wealth Management held 1,369 shares of iShares Russell 2000 ETF worth $380K as of Q3 2026.
BCGM Wealth Management left its iShares Russell 2000 ETF share count unchanged in Q3 2026.
iShares Russell 2000 ETF made up 0.08% of BCGM Wealth Management's portfolio in Q3 2026, its #140 holding.
BCGM Wealth Management first reported a position in iShares Russell 2000 ETF in Q4 2023 and has held it in 12 quarters since.
BCGM Wealth Management's iShares Russell 2000 ETF position peaked at $411K in Q2 2026.
2,126 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on BCGM Wealth Management's 13F filing for Q3 2026, filed 10 Nov 2026.