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Bellevue Asset Management’s iShares Russell 2000 ETF IWM Stock Holding History

Bellevue Asset 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
Q2 		$18.1K Hold
60
– – 0.01% 255
2026
Q1 		$15K Hold
60
– – 0.01% 259
2025
Q4 		$14.8K Sell
60
-96
-62% -$23.6K ﹤0.01% 258
2025
Q3 		$37.8K Hold
156
– – 0.02% 181
2025
Q2 		$33.7K Sell
156
-30
-16% -$6.04K 0.02% 193
2025
Q1 		$37.1K Sell
186
-1
-0.5% -$217 0.02% 182
2024
Q4 		$41.3K Buy
187
+7
+4% +$1.6K 0.02% 177
2024
Q3 		$39.8K Buy
180
+27
+18% +$5.78K 0.02% 177
2024
Q2 		$31K Buy
153
+32
+26% +$6.47K 0.02% 188
2024
Q1 		$25.4K Buy
121
+4
+3% +$798 0.01% 205
2023
Q4 		$23.5K Sell
117
-204
-64% -$36.5K 0.02% 214
2023
Q3 		$56.7K Buy
321
+56
+21% +$10.5K 0.04% 126
2023
Q2 		$49.6K Buy
265
+9
+4% +$1.6K 0.03% 150
2023
Q1 		$45.7K Buy
256
+28
+12% +$5.16K 0.03% 155
2022
Q4 		$39.5K Buy
228
+159
+230% +$28.3K 0.03% 167
2022
Q3 		$12K Hold
69
– – 0.01% 266
2022
Q2 		$12K Buy
69
+1
+1% +$184 0.01% 283
2022
Q1 		$14K Buy
68
+12
+21% +$2.45K 0.01% 289
2021
Q4 		$12K Buy
56
+24
+75% +$5.42K 0.01% 314
2021
Q3 		$7K Sell
32
-35
-52% -$7.76K ﹤0.01% 357
2021
Q2 		$15K Buy
67
+21
+46% +$4.72K 0.01% 306
2021
Q1 		$10K Buy
+46
New +$10K 0.01% 355
2020
Q2 		– Sell
-301
Closed -$38K – 622
2020
Q1 		$38K Buy
+301
New +$44.9K 0.04% 195

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bellevue Asset Management's IWM Position: Q2 2026 in Review

Bellevue Asset Management held its iShares Russell 2000 ETF (IWM) position steady in Q2 2026 at 60 shares worth $18.1K. The position accounts for 0.01% of the portfolio, ranked #255.

Bellevue Asset Management first reported a position in IWM in Q1 2020 and has held it in 23 quarters since. The position peaked at $56.7K in Q3 2023. 2,740 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Bellevue Asset Management held 60 shares of iShares Russell 2000 ETF worth $18.1K as of Q2 2026.
  • Bellevue Asset Management left its iShares Russell 2000 ETF share count unchanged in Q2 2026.
  • iShares Russell 2000 ETF made up 0.01% of Bellevue Asset Management's portfolio in Q2 2026, its #255 holding.
  • Bellevue Asset Management first reported a position in iShares Russell 2000 ETF in Q1 2020 and has held it in 23 quarters since.
  • Bellevue Asset Management's iShares Russell 2000 ETF position peaked at $56.7K in Q3 2023.
  • 2,740 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Bellevue Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.