Bellwether Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Bellwether Advisors’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	$367K	Buy	+1,320	New	+$388K	0.05%	136
2023 Q1	–	Sell	-106	Closed	-$18.5K	–	510
2022 Q4	$18.5K	Hold	106	–	–	0.01%	245
2022 Q3	$17K	Hold	106	–	–	0.01%	226
2022 Q2	$17K	Hold	106	–	–	0.01%	224
2022 Q1	$21K	Hold	106	–	–	0.01%	250
2021 Q4	$23K	Hold	106	–	–	0.01%	259
2021 Q3	$23K	Hold	106	–	–	0.01%	236
2021 Q2	$24K	Hold	106	–	–	0.01%	211
2021 Q1	$23K	Hold	106	–	–	0.01%	198
2020 Q4	$20K	Buy	+106	New	+$18.5K	0.01%	198

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

Bellwether Advisors's IWM Position: Q3 2026 in Review

Bellwether Advisors opened a new position in iShares Russell 2000 ETF (IWM) in Q3 2026: 1,320 shares worth $367K. The stake represents 0.05% of the portfolio and ranks #136 among its holdings. This is a return to the name: Bellwether Advisors previously reported a position in IWM as recently as Q4 2022.

Bellwether Advisors first reported a position in IWM in Q4 2020 and has held it in 10 quarters since. 2,135 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

Bellwether Advisors held 1,320 shares of iShares Russell 2000 ETF worth $367K as of Q3 2026.
iShares Russell 2000 ETF was a new Bellwether Advisors position in Q3 2026.
iShares Russell 2000 ETF made up 0.05% of Bellwether Advisors's portfolio in Q3 2026, its #136 holding.
Bellwether Advisors first reported a position in iShares Russell 2000 ETF in Q4 2020 and has held it in 10 quarters since.
2,135 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on Bellwether Advisors's 13F filing for Q3 2026, filed 9 Nov 2026.