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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
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 $1.37T 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

BIP Wealth's IWM Position: Q1 2026 in Review

BIP Wealth reduced its iShares Russell 2000 ETF (IWM) stake by 8.5% in Q1 2026, selling an estimated $2.04M and leaving 85,336 shares worth $21.2M. The position accounts for 0.86% of the portfolio, ranked #21.

BIP Wealth first reported a position in IWM in Q1 2023 and has held it in 13 quarters since. The position peaked at $23.4M in Q3 2025. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • BIP Wealth held 85,336 shares of iShares Russell 2000 ETF worth $21.2M as of Q1 2026.
  • BIP Wealth sold 7,900 iShares Russell 2000 ETF shares in Q1 2026, an estimated $2.04M.
  • iShares Russell 2000 ETF made up 0.86% of BIP Wealth's portfolio in Q1 2026, its #21 holding.
  • BIP Wealth first reported a position in iShares Russell 2000 ETF in Q1 2023 and has held it in 13 quarters since.
  • BIP Wealth's iShares Russell 2000 ETF position peaked at $23.4M in Q3 2025.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on BIP Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.