BFSG LLC’s iShares Russell 2000 ETF IWM Stock Holding History

BFSG LLC’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	$226K	Hold	754	–	–	0.02%	285
2026 Q1	$187K	Hold	754	–	–	0.02%	284
2025 Q4	$186K	Sell	754 -14,603	-95%	-$3.59M	0.02%	277
2025 Q3	$3.72M	Buy	15,357 +14,607	+1,948%	+$3.35M	0.36%	92
2025 Q2	$162K	Hold	750	–	–	0.02%	275
2025 Q1	$150K	Hold	750	–	–	0.02%	269
2024 Q4	$166K	Sell	750 -80	-10%	-$18.2K	0.02%	259
2024 Q3	$183K	Buy	830 +80	+11%	+$17.1K	0.02%	257
2024 Q2	$152K	Hold	750	–	–	0.02%	260
2024 Q1	$158K	Hold	750	–	–	0.02%	264
2023 Q4	$151K	Buy	+750	New	+$134K	0.02%	270
2020 Q1	–	Sell	-1,376	Closed	-$228K	–	176
2019 Q4	$228K	Hold	1,376	–	–	0.04%	188
2019 Q3	$208K	Hold	1,376	–	–	0.05%	179
2019 Q2	$214K	Hold	1,376	–	–	0.08%	123
2019 Q1	$211K	Buy	+1,376	New	+$207K	0.08%	129
2018 Q4	–	Sell	-1,376	Closed	-$232K	–	114
2018 Q3	$232K	Hold	1,376	–	–	0.1%	121
2018 Q2	$225K	Sell	1,376 -30	-2%	-$4.8K	0.1%	125
2018 Q1	$213K	Hold	1,406	–	–	0.09%	132
2017 Q4	$214K	Sell	1,406 -26	-2%	-$3.9K	0.09%	136
2017 Q3	$212K	Buy	1,432 +8	+0.6%	+$1.13K	0.1%	136
2017 Q2	$201K	Sell	1,424 -98	-6%	-$13.6K	0.1%	116
2017 Q1	$209K	Buy	+1,522	New	+$208K	0.11%	98

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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 Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

BFSG LLC's IWM Position: Q2 2026 in Review

BFSG LLC held its iShares Russell 2000 ETF (IWM) position steady in Q2 2026 at 754 shares worth $226K. The position accounts for 0.02% of the portfolio, ranked #285.

BFSG LLC first reported a position in IWM in Q1 2017 and has held it in 22 quarters since. The position peaked at $3.72M in Q3 2025. 2,729 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

BFSG LLC held 754 shares of iShares Russell 2000 ETF worth $226K as of Q2 2026.
BFSG LLC left its iShares Russell 2000 ETF share count unchanged in Q2 2026.
iShares Russell 2000 ETF made up 0.02% of BFSG LLC's portfolio in Q2 2026, its #285 holding.
BFSG LLC first reported a position in iShares Russell 2000 ETF in Q1 2017 and has held it in 22 quarters since.
BFSG LLC's iShares Russell 2000 ETF position peaked at $3.72M in Q3 2025.
2,729 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on BFSG LLC's 13F filing for Q2 2026, filed 20 Jul 2026.