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Bernard Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History

Bernard Wealth 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 		$1.47M Buy
5,937
+11
+0.2% +$2.84K 0.63% 28
2025
Q4 		$1.46M Sell
5,926
-3
-0.1% -$738 0.59% 28
2025
Q3 		$1.43M Sell
5,929
-47
-0.8% -$10.8K 0.6% 30
2025
Q2 		$1.29M Buy
5,976
+47
+0.8% +$9.46K 0.6% 30
2025
Q1 		$1.18M Sell
5,929
-59
-1% -$12.8K 0.58% 30
2024
Q4 		$1.32M Buy
+5,988
New +$1.37M 0.62% 28

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Bernard Wealth Management's IWM Position: Q1 2026 in Review

Bernard Wealth Management increased its iShares Russell 2000 ETF (IWM) stake by 0.19% in Q1 2026, buying an estimated $2.84K and bringing the position to 5,937 shares worth $1.47M. The position accounts for 0.63% of the portfolio, ranked #28.

Bernard Wealth Management first reported a position in IWM in Q4 2024 and has held it in 6 quarters since. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Bernard Wealth Management held 5,937 shares of iShares Russell 2000 ETF worth $1.47M as of Q1 2026.
  • Bernard Wealth Management bought 11 iShares Russell 2000 ETF shares in Q1 2026, an estimated $2.84K.
  • iShares Russell 2000 ETF made up 0.63% of Bernard Wealth Management's portfolio in Q1 2026, its #28 holding.
  • Bernard Wealth Management first reported a position in iShares Russell 2000 ETF in Q4 2024 and has held it in 6 quarters since.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Bernard Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.