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

Belpointe 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 		$6.42M Sell
21,364
-6,819
-24% -$1.92M 0.21% 88
2026
Q1 		$6.99M Buy
28,183
+11,785
+72% +$3.04M 0.26% 72
2025
Q4 		$4.04M Sell
16,398
-2,883
-15% -$709K 0.15% 112
2025
Q3 		$4.67M Buy
19,281
+3,148
+20% +$722K 0.18% 99
2025
Q2 		$3.48M Sell
16,133
-134
-0.8% -$27K 0.15% 126
2025
Q1 		$3.25M Sell
16,267
-20,544
-56% -$4.46M 0.17% 116
2024
Q4 		$8.1M Buy
36,811
+7,584
+26% +$1.73M 0.49% 33
2024
Q3 		$6.46M Buy
29,227
+4,538
+18% +$971K 0.39% 46
2024
Q2 		$5.01M Sell
24,689
-12,456
-34% -$2.52M 0.35% 49
2024
Q1 		$7.81M Sell
37,145
-24,861
-40% -$4.96M 0.59% 27
2023
Q4 		$12.4M Buy
62,006
+6,245
+11% +$1.12M 1.09% 15
2023
Q3 		$9.86M Sell
55,761
-3,326
-6% -$624K 1.02% 14
2023
Q2 		$11.1M Buy
59,087
+29,729
+101% +$5.3M 1.17% 12
2023
Q1 		$5.24M Buy
29,358
+1,877
+7% +$346K 0.28% 55
2022
Q4 		$4.79M Sell
27,481
-460
-2% -$81.8K 0.29% 60
2022
Q3 		$4.61M Sell
27,941
-3,412
-11% -$622K 0.31% 62
2022
Q2 		$4.9M Sell
31,353
-11,636
-27% -$2.14M 0.33% 54
2022
Q1 		$8.82M Buy
42,989
+21,213
+97% +$4.33M 0.53% 28
2021
Q4 		$4.84M Sell
21,776
-114
-0.5% -$25.8K 0.3% 64
2021
Q3 		$4.79M Sell
21,890
-46,531
-68% -$10.3M 0.33% 55
2021
Q2 		$13.4M Sell
68,421
-9,109
-12% -$2.05M 0.97% 14
2021
Q1 		$15M Buy
77,530
+40,252
+108% +$8.79M 1.28% 10
2020
Q4 		$7.31M Buy
37,278
+21,650
+139% +$3.79M 0.66% 21
2020
Q3 		$2.34M Sell
15,628
-1,416
-8% -$213K 0.26% 84
2020
Q2 		$2.43M Buy
17,044
+2,379
+16% +$312K 0.31% 67
2020
Q1 		$1.68M Buy
14,665
+129
+0.9% +$19.2K 0.29% 75
2019
Q4 		$2.41M Sell
14,536
-168
-1% -$26.6K 0.31% 84
2019
Q3 		$2.23M Buy
14,704
+363
+3% +$55.4K 0.36% 58
2019
Q2 		$2.23M Buy
+14,341
New +$2.21M 0.44% 42
2019
Q1 		– Sell
-11,944
Closed -$1.6M – 502
2018
Q4 		$1.6M Sell
11,944
-1,190
-9% -$178K 0.41% 46
2018
Q3 		$2.21M Buy
13,134
+9,693
+282% +$1.64M 0.35% 49
2018
Q2 		$564K Buy
+3,441
New +$550K 0.16% 140

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

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

Belpointe Asset Management reduced its iShares Russell 2000 ETF (IWM) stake by 24% in Q2 2026, selling an estimated $1.92M and leaving 21,364 shares worth $6.42M. The position accounts for 0.21% of the portfolio, ranked #88.

Belpointe Asset Management first reported a position in IWM in Q2 2018 and has held it in 32 quarters since. The position peaked at $15M in Q1 2021. 2,734 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Belpointe Asset Management held 21,364 shares of iShares Russell 2000 ETF worth $6.42M as of Q2 2026.
  • Belpointe Asset Management sold 6,819 iShares Russell 2000 ETF shares in Q2 2026, an estimated $1.92M.
  • iShares Russell 2000 ETF made up 0.21% of Belpointe Asset Management's portfolio in Q2 2026, its #88 holding.
  • Belpointe Asset Management first reported a position in iShares Russell 2000 ETF in Q2 2018 and has held it in 32 quarters since.
  • Belpointe Asset Management's iShares Russell 2000 ETF position peaked at $15M in Q1 2021.
  • 2,734 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.