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BIP Wealth’s iShares Russell 2000 ETF IWM Stock Holding History

BIP Wealth’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 		$28.8M Buy
95,927
+10,591
+12% +$2.98M 0.82% 28
2026
Q1 		$21.2M Sell
85,336
-7,900
-8% -$2.04M 0.86% 21
2025
Q4 		$23M Sell
93,236
-3,654
-4% -$898K 0.81% 26
2025
Q3 		$23.4M Sell
96,890
-901
-0.9% -$207K 1.16% 17
2025
Q2 		$21.1M Sell
97,791
-600
-0.6% -$121K 1.3% 12
2025
Q1 		$19.6M Buy
98,391
+1,728
+2% +$375K 1.28% 11
2024
Q4 		$21.4M Buy
96,663
+480
+0.5% +$109K 1.43% 10
2024
Q3 		$21.2M Buy
96,183
+6,375
+7% +$1.36M 1.45% 10
2024
Q2 		$18.2M Sell
89,808
-7,035
-7% -$1.42M 1.49% 10
2024
Q1 		$20.4M Sell
96,843
-2,174
-2% -$434K 1.49% 10
2023
Q4 		$19.9M Buy
99,017
+2,065
+2% +$370K 1.56% 11
2023
Q3 		$17.1M Sell
96,952
-4,033
-4% -$757K 1.58% 11
2023
Q2 		$18.9M Buy
100,985
+2,956
+3% +$527K 1.55% 10
2023
Q1 		$17.5M Buy
+98,029
New +$18M 1.93% 9

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Treasurer of the State of North Carolina
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
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

BIP Wealth's IWM Position: Q2 2026 in Review

BIP Wealth increased its iShares Russell 2000 ETF (IWM) stake by 12% in Q2 2026, buying an estimated $2.98M and bringing the position to 95,927 shares worth $28.8M. The position accounts for 0.82% of the portfolio, ranked #28.

BIP Wealth first reported a position in IWM in Q1 2023 and has held it in 14 quarters since. 2,729 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • BIP Wealth held 95,927 shares of iShares Russell 2000 ETF worth $28.8M as of Q2 2026.
  • BIP Wealth bought 10,591 iShares Russell 2000 ETF shares in Q2 2026, an estimated $2.98M.
  • iShares Russell 2000 ETF made up 0.82% of BIP Wealth's portfolio in Q2 2026, its #28 holding.
  • BIP Wealth first reported a position in iShares Russell 2000 ETF in Q1 2023 and has held it in 14 quarters since.
  • 2,729 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on BIP Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.