BG Investment Services’s iShares Russell 2000 ETF IWM Stock Holding History

BG Investment Services’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	$1.53M	Sell	5,078 -293	-5%	-$82.3K	1.1%	20
2026 Q1	$1.33M	Sell	5,371 -517	-9%	-$133K	1.11%	20
2025 Q4	$1.45M	Sell	5,888 -257	-4%	-$63.2K	1.29%	21
2025 Q3	$1.49M	Sell	6,145 -2,518	-29%	-$578K	1.47%	19
2025 Q2	$1.87M	Sell	8,663 -3,934	-31%	-$792K	2.34%	12
2025 Q1	$2.51M	Sell	12,597 -5,602	-31%	-$1.22M	2.71%	10
2024 Q4	$4.02M	Buy	+18,199	New	+$4.15M	4.05%	8
2022 Q4	$4.73M	Buy	27,136 +991	+4%	+$176K	5.16%	7
2022 Q3	$4.31M	Sell	26,145 -720	-3%	-$131K	5.24%	6
2022 Q2	$4.55M	Buy	26,865 +801	+3%	+$148K	5.01%	6
2022 Q1	$5.35M	Sell	26,064 -2,285	-8%	-$466K	5.23%	6
2021 Q4	$6.31M	Buy	+28,349	New	+$6.41M	5.69%	7

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

BG Investment Services's IWM Position: Q2 2026 in Review

BG Investment Services reduced its iShares Russell 2000 ETF (IWM) stake by 5.5% in Q2 2026, selling an estimated $82.3K and leaving 5,078 shares worth $1.53M. The position accounts for 1.1% of the portfolio, ranked #20.

BG Investment Services first reported a position in IWM in Q4 2021 and has held it in 12 quarters since. The position peaked at $6.31M in Q4 2021. 2,737 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

BG Investment Services held 5,078 shares of iShares Russell 2000 ETF worth $1.53M as of Q2 2026.
BG Investment Services sold 293 iShares Russell 2000 ETF shares in Q2 2026, an estimated $82.3K.
iShares Russell 2000 ETF made up 1.1% of BG Investment Services's portfolio in Q2 2026, its #20 holding.
BG Investment Services first reported a position in iShares Russell 2000 ETF in Q4 2021 and has held it in 12 quarters since.
BG Investment Services's iShares Russell 2000 ETF position peaked at $6.31M in Q4 2021.
2,737 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on BG Investment Services's 13F filing for Q2 2026, filed 5 Aug 2026.