Bellevue Group’s iShares Russell 2000 ETF IWM Stock Holding History

Bellevue Group’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	-2,300	Closed	-$566K	–	176
2025 Q4	$566K	Hold	2,300	–	–	0.01%	129
2025 Q3	$557K	Hold	2,300	–	–	0.01%	113
2025 Q2	$496K	Hold	2,300	–	–	0.01%	107
2025 Q1	$459K	Buy	+2,300	New	+$499K	0.01%	118

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Bellevue Group's IWM Position: Q1 2026 in Review

Bellevue Group sold out of iShares Russell 2000 ETF (IWM) in Q1 2026, closing a stake of 2,300 shares — an estimated $566K sold.

Bellevue Group first reported a position in IWM in Q1 2025 and held it in 4 quarters. The position peaked at $566K in Q4 2025. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Bellevue Group reported no remaining iShares Russell 2000 ETF position as of Q1 2026 after selling out during the quarter.
Bellevue Group sold 2,300 iShares Russell 2000 ETF shares in Q1 2026, an estimated $566K.
Bellevue Group first reported a position in iShares Russell 2000 ETF in Q1 2025 and held it in 4 quarters.
Bellevue Group's iShares Russell 2000 ETF position peaked at $566K in Q4 2025.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Bellevue Group's 13F filing for Q1 2026, filed 15 May 2026.