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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$59.2M Sell
238,573
-118,459
-33% -$30.6M 0.09% 181
2025
Q4
$87.9M Buy
357,032
+57,239
+19% +$14.1M 0.13% 162
2025
Q3
$72.5M Buy
299,793
+92,569
+45% +$21.2M 0.11% 169
2025
Q2
$44.7M Buy
207,224
+59,126
+40% +$11.9M 0.07% 189
2025
Q1
$29.5M Buy
148,098
+83,732
+130% +$18.2M 0.05% 215
2024
Q4
$14.2M Sell
64,366
-46,755
-42% -$10.7M 0.02% 285
2024
Q3
$24.5M Buy
111,121
+60,147
+118% +$12.9M 0.04% 227
2024
Q2
$10.3M Buy
50,974
+1,331
+3% +$269K 0.02% 311
2024
Q1
$10.4M Buy
49,643
+5,289
+12% +$1.06M 0.02% 302
2023
Q4
$8.9M Sell
44,354
-6,049
-12% -$1.08M 0.02% 307
2023
Q3
$8.91M Buy
50,403
+1,148
+2% +$216K 0.02% 279
2023
Q2
$9.22M Sell
49,255
-6,884
-12% -$1.23M 0.02% 270
2023
Q1
$10M Sell
56,139
-48,091
-46% -$8.85M 0.02% 250
2022
Q4
$18.2M Buy
104,230
+63,316
+155% +$11.3M 0.04% 207
2022
Q3
$6.75M Buy
40,914
+20,271
+98% +$3.7M 0.02% 288
2022
Q2
$3.5M Sell
20,643
-1,268
-6% -$234K 0.01% 354
2022
Q1
$4.5M Sell
21,911
-58,651
-73% -$12M 0.01% 260
2021
Q4
$17.9M Buy
80,562
+3,229
+4% +$730K 0.04% 193
2021
Q3
$16.9M Sell
77,333
-2,451
-3% -$543K 0.04% 203
2021
Q2
$18.3M Buy
79,784
+11,183
+16% +$2.51M 0.04% 207
2021
Q1
$15.2M Sell
68,601
-793
-1% -$173K 0.04% 211
2020
Q4
$13.6M Buy
69,394
+115
+0.2% +$20.1K 0.04% 202
2020
Q3
$10.4M Sell
69,279
-3,298
-5% -$496K 0.03% 205
2020
Q2
$10.4M Sell
72,577
-1,976,530
-96% -$259M 0.03% 243
2020
Q1
$235M Buy
2,049,107
+2,029,771
+10,497% +$303M 0.94% 23
2019
Q4
$3.2M Sell
19,336
-599,363
-97% -$94.7M 0.01% 442
2019
Q3
$93.6M Sell
618,699
-687,965
-53% -$105M 0.33% 89
2019
Q2
$203M Buy
1,306,664
+158,721
+14% +$24.5M 0.68% 41
2019
Q1
$176M Buy
1,147,943
+1,112,706
+3,158% +$167M 0.67% 42
2018
Q4
$4.72M Sell
35,237
-210
-0.6% -$31.3K 0.02% 228
2018
Q3
$5.97M Buy
35,447
+12,498
+54% +$2.11M 0.02% 245
2018
Q2
$3.76M Sell
22,949
-5,183
-18% -$829K 0.01% 306
2018
Q1
$4.27M Sell
28,132
-844
-3% -$130K 0.02% 309
2017
Q4
$4.42M Buy
28,976
+308
+1% +$46.3K 0.02% 308
2017
Q3
$4.25M Buy
28,668
+343
+1% +$48.3K 0.02% 307
2017
Q2
$3.99M Sell
28,325
-9,074
-24% -$1.26M 0.02% 314
2017
Q1
$5.14M Sell
37,399
-186,588
-83% -$25.5M 0.02% 322
2016
Q4
$30.2M Buy
223,987
+190,412
+567% +$24.3M 0.14% 139
2016
Q3
$4.17M Sell
33,575
-399
-1% -$48.5K 0.02% 329
2016
Q2
$3.91M Sell
33,974
-2,183
-6% -$246K 0.02% 333
2016
Q1
$4M Sell
36,157
-5,324
-13% -$551K 0.02% 324
2015
Q4
$4.67M Buy
41,481
+19,425
+88% +$2.24M 0.03% 272
2015
Q3
$2.41M Buy
22,056
+2,485
+13% +$295K 0.01% 376
2015
Q2
$2.44M Buy
19,571
+550
+3% +$68.7K 0.01% 369
2015
Q1
$2.37M Sell
19,021
-4,354
-19% -$525K 0.01% 366
2014
Q4
$2.8M Sell
23,375
-5,852
-20% -$669K 0.02% 316
2014
Q3
$3.2M Sell
29,227
-671
-2% -$76.8K 0.02% 298
2014
Q2
$3.55M Buy
29,898
+5,422
+22% +$616K 0.02% 269
2014
Q1
$2.85M Buy
24,476
+2,750
+13% +$317K 0.02% 267
2013
Q4
$2.51M Buy
21,726
+2,404
+12% +$266K 0.02% 301
2013
Q3
$2.06M Buy
19,322
+2,559
+15% +$265K 0.02% 311
2013
Q2
$1.63M Buy
+16,763
New +$1.6M 0.01% 320

Other funds holding IWM

Bessemer Group's IWM Position: Q1 2026 in Review

Bessemer Group reduced its iShares Russell 2000 ETF (IWM) stake by 33% in Q1 2026, selling an estimated $30.6M and leaving 238,573 shares worth $59.2M. The position accounts for 0.09% of the portfolio, ranked #181.

Bessemer Group first reported a position in IWM in Q2 2013 and has held it in 52 quarters since. The position peaked at $235M in Q1 2020. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Bessemer Group held 238,573 shares of iShares Russell 2000 ETF worth $59.2M as of Q1 2026.
  • Bessemer Group sold 118,459 iShares Russell 2000 ETF shares in Q1 2026, an estimated $30.6M.
  • iShares Russell 2000 ETF made up 0.09% of Bessemer Group's portfolio in Q1 2026, its #181 holding.
  • Bessemer Group first reported a position in iShares Russell 2000 ETF in Q2 2013 and has held it in 52 quarters since.
  • Bessemer Group's iShares Russell 2000 ETF position peaked at $235M in Q1 2020.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Bessemer Group's 13F filing for Q1 2026, filed 6 May 2026.