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 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 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

Belpointe Asset Management's IWM Position: Q1 2026 in Review

Belpointe Asset Management increased its iShares Russell 2000 ETF (IWM) stake by 72% in Q1 2026, buying an estimated $3.04M and bringing the position to 28,183 shares worth $6.99M. The position accounts for 0.26% of the portfolio, ranked #72.

Belpointe Asset Management first reported a position in IWM in Q2 2018 and has held it in 31 quarters since. The position peaked at $15M in Q1 2021. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Belpointe Asset Management held 28,183 shares of iShares Russell 2000 ETF worth $6.99M as of Q1 2026.
Belpointe Asset Management bought 11,785 iShares Russell 2000 ETF shares in Q1 2026, an estimated $3.04M.
iShares Russell 2000 ETF made up 0.26% of Belpointe Asset Management's portfolio in Q1 2026, its #72 holding.
Belpointe Asset Management first reported a position in iShares Russell 2000 ETF in Q2 2018 and has held it in 31 quarters since.
Belpointe Asset Management's iShares Russell 2000 ETF position peaked at $15M in Q1 2021.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Belpointe Asset Management's 13F filing for Q1 2026, filed 28 Apr 2026.