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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
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
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

BFSG LLC's IWM Position: Q1 2026 in Review

BFSG LLC held its iShares Russell 2000 ETF (IWM) position steady in Q1 2026 at 754 shares worth $187K. The position accounts for 0.02% of the portfolio, ranked #284.

BFSG LLC first reported a position in IWM in Q1 2017 and has held it in 21 quarters since. The position peaked at $3.72M in Q3 2025. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • BFSG LLC held 754 shares of iShares Russell 2000 ETF worth $187K as of Q1 2026.
  • BFSG LLC left its iShares Russell 2000 ETF share count unchanged in Q1 2026.
  • iShares Russell 2000 ETF made up 0.02% of BFSG LLC's portfolio in Q1 2026, its #284 holding.
  • BFSG LLC first reported a position in iShares Russell 2000 ETF in Q1 2017 and has held it in 21 quarters since.
  • BFSG LLC's iShares Russell 2000 ETF position peaked at $3.72M in Q3 2025.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on BFSG LLC's 13F filing for Q1 2026, filed 29 Apr 2026.