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 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 $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

BG Investment Services's IWM Position: Q1 2026 in Review

BG Investment Services reduced its iShares Russell 2000 ETF (IWM) stake by 8.8% in Q1 2026, selling an estimated $133K and leaving 5,371 shares worth $1.33M. The position accounts for 1.11% of the portfolio, ranked #20.

BG Investment Services first reported a position in IWM in Q4 2021 and has held it in 11 quarters since. The position peaked at $6.31M in Q4 2021. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

BG Investment Services held 5,371 shares of iShares Russell 2000 ETF worth $1.33M as of Q1 2026.
BG Investment Services sold 517 iShares Russell 2000 ETF shares in Q1 2026, an estimated $133K.
iShares Russell 2000 ETF made up 1.11% of BG Investment Services's portfolio in Q1 2026, its #20 holding.
BG Investment Services first reported a position in iShares Russell 2000 ETF in Q4 2021 and has held it in 11 quarters since.
BG Investment Services's iShares Russell 2000 ETF position peaked at $6.31M in Q4 2021.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on BG Investment Services's 13F filing for Q1 2026, filed 8 May 2026.