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Bedell Frazier Investment Counselling’s iShares Russell 2000 ETF IWM Stock Holding History

Bedell Frazier Investment Counselling’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 		– Sell
-1,442
Closed -$355K – 134
2025
Q4 		$355K Sell
1,442
-52,446
-97% -$12.9M 0.07% 108
2025
Q3 		$13M Buy
+53,888
New +$12.4M 2.68% 7
2025
Q1 		– Sell
-1,381
Closed -$305K – 108
2024
Q4 		$305K Sell
1,381
-590
-30% -$135K 0.08% 93
2024
Q3 		$435K Buy
1,971
+13
+0.7% +$2.78K 0.1% 82
2024
Q2 		$397K Sell
1,958
-2,545
-57% -$514K 0.1% 83
2024
Q1 		$947K Buy
4,503
+1,793
+66% +$358K 0.24% 62
2023
Q4 		$544K Buy
+2,710
New +$486K 0.15% 68
2022
Q3 		– Sell
-1,181
Closed -$200K – 95
2022
Q2 		$200K Sell
1,181
-1,701
-59% -$314K 0.06% 79
2022
Q1 		$592K Sell
2,882
-61,044
-95% -$12.5M 0.15% 62
2021
Q4 		$14.2M Buy
+63,926
New +$14.4M 3.46% 4
2019
Q2 		– Sell
-1,429
Closed -$219K – 57
2019
Q1 		$219K Buy
+1,429
New +$215K 0.09% 54
2018
Q4 		– Sell
-1,444
Closed -$243K – 54
2018
Q3 		$243K Sell
1,444
-150
-9% -$25.3K 0.07% 55
2018
Q2 		$261K Sell
1,594
-14
-0.9% -$2.24K 0.08% 51
2018
Q1 		$244K Buy
+1,608
New +$248K 0.09% 47
2017
Q3 		– Sell
-70,083
Closed -$9.88M – 44
2017
Q2 		$9.88M Buy
70,083
+242
+0.3% +$33.5K 3.6% 7
2017
Q1 		$9.6M Buy
69,841
+6,084
+10% +$831K 3.65% 8
2016
Q4 		$8.6M Buy
+63,757
New +$8.15M 3.38% 7

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Bedell Frazier Investment Counselling's IWM Position: Q1 2026 in Review

Bedell Frazier Investment Counselling sold out of iShares Russell 2000 ETF (IWM) in Q1 2026, closing a stake of 1,442 shares — an estimated $355K sold.

Bedell Frazier Investment Counselling first reported a position in IWM in Q4 2016 and held it in 17 quarters. The position peaked at $14.2M in Q4 2021. 2,589 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Bedell Frazier Investment Counselling reported no remaining iShares Russell 2000 ETF position as of Q1 2026 after selling out during the quarter.
  • Bedell Frazier Investment Counselling sold 1,442 iShares Russell 2000 ETF shares in Q1 2026, an estimated $355K.
  • Bedell Frazier Investment Counselling first reported a position in iShares Russell 2000 ETF in Q4 2016 and held it in 17 quarters.
  • Bedell Frazier Investment Counselling's iShares Russell 2000 ETF position peaked at $14.2M in Q4 2021.
  • 2,589 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Bedell Frazier Investment Counselling's 13F filing for Q1 2026, filed 15 May 2026.