Beirne Wealth Consulting Services
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Beirne Wealth Consulting Services’s iShares Russell 2000 ETF IWM Stock Holding History

Beirne Wealth Consulting Services’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 		$28.4M Buy
102,210
+5,630
+6% +$1.65M 5.62% 6
2026
Q2 		$29M Buy
96,580
+87,708
+989% +$24.6M 5.77% 6
2026
Q1 		$2.2M Sell
8,872
-914
-9% -$236K 0.62% 34
2025
Q4 		$2.41M Buy
9,786
+21
+0.2% +$5.16K 0.7% 34
2025
Q3 		$2.36M Buy
9,765
+218
+2% +$50K 0.57% 35
2025
Q2 		$2.06M Buy
9,547
+7,412
+347% +$1.49M 0.67% 33
2025
Q1 		$426K Sell
2,135
-4,694
-69% -$1.02M 0.15% 65
2024
Q4 		$1.51M Buy
6,829
+1,257
+23% +$287K 0.54% 35
2024
Q3 		$1.23M Buy
5,572
+1,485
+36% +$318K 0.43% 40
2024
Q2 		$830K Buy
4,087
+9
+0.2% +$1.82K 0.33% 46
2024
Q1 		$858K Sell
4,078
-1,578
-28% -$315K 0.36% 45
2023
Q4 		$1.14M Buy
+5,656
New +$1.01M 0.56% 35
2023
Q2 		– Sell
-4,185
Closed -$747K – 100
2023
Q1 		$747K Buy
4,185
+14
+0.3% +$2.58K 0.52% 39
2022
Q4 		$727K Buy
4,171
+18
+0.4% +$3.2K 0.36% 42
2022
Q3 		$685K Buy
4,153
+19
+0.5% +$3.46K 0.26% 48
2022
Q2 		$700K Buy
4,134
+10
+0.2% +$1.84K 0.46% 39
2022
Q1 		$847K Sell
4,124
-158
-4% -$32.2K 0.47% 47
2021
Q4 		$951K Sell
4,282
-1,137
-21% -$257K 0.52% 35
2021
Q3 		$1.19M Sell
5,419
-1,854
-25% -$411K 0.68% 28
2021
Q2 		$1.67M Sell
7,273
-2,676
-27% -$602K 0.92% 26
2021
Q1 		$2.2M Sell
9,949
-1,661
-14% -$363K 1.29% 19
2020
Q4 		$2.28M Buy
11,610
+3,209
+38% +$562K 1.13% 19
2020
Q3 		$1.26M Buy
8,401
+308
+4% +$46.3K 0.73% 28
2020
Q2 		$1.16M Buy
8,093
+2,730
+51% +$358K 0.94% 23
2020
Q1 		$614K Buy
5,363
+133
+3% +$19.8K 0.66% 29
2019
Q4 		$866K Buy
5,230
+23
+0.4% +$3.64K 0.76% 29
2019
Q3 		$788K Buy
5,207
+16
+0.3% +$2.44K 0.66% 42
2019
Q2 		$807K Sell
5,191
-971
-16% -$150K 0.72% 42
2019
Q1 		$943K Sell
6,162
-247
-4% -$37.1K 0.74% 39
2018
Q4 		$858K Buy
+6,409
New +$956K 0.73% 33

Other funds holding IWM

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $42.4B AUM 11.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
HRT Financial
HRT Financial New York $57.2B AUM 52.85% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $64.4B AUM 36.06% 1-Year Est. Return

Beirne Wealth Consulting Services's IWM Position: Q3 2026 in Review

Beirne Wealth Consulting Services increased its iShares Russell 2000 ETF (IWM) stake by 5.8% in Q3 2026, buying an estimated $1.65M and bringing the position to 102,210 shares worth $28.4M. The position accounts for 5.62% of the portfolio, ranked #6.

Beirne Wealth Consulting Services first reported a position in IWM in Q4 2018 and has held it in 30 quarters since. The position peaked at $29M in Q2 2026. 2,379 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

  • Beirne Wealth Consulting Services held 102,210 shares of iShares Russell 2000 ETF worth $28.4M as of Q3 2026.
  • Beirne Wealth Consulting Services bought 5,630 iShares Russell 2000 ETF shares in Q3 2026, an estimated $1.65M.
  • iShares Russell 2000 ETF made up 5.62% of Beirne Wealth Consulting Services's portfolio in Q3 2026, its #6 holding.
  • Beirne Wealth Consulting Services first reported a position in iShares Russell 2000 ETF in Q4 2018 and has held it in 30 quarters since.
  • Beirne Wealth Consulting Services's iShares Russell 2000 ETF position peaked at $29M in Q2 2026.
  • 2,379 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on Beirne Wealth Consulting Services's 13F filing for Q3 2026, filed 19 Oct 2026.