Birchbrook
IWM icon

Birchbrook’s iShares Russell 2000 ETF IWM Stock Holding History

Birchbrook’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
Q3 		$398K Sell
1,432
-44
-3% -$12.9K 0.19% 61
2026
Q2 		$443K Sell
1,476
-37
-2% -$10.4K 0.21% 61
2026
Q1 		$375K Sell
1,513
-241
-14% -$62.2K 0.18% 60
2025
Q4 		$432K Buy
1,754
+274
+19% +$67.4K 0.22% 58
2025
Q3 		$358K Sell
1,480
-125
-8% -$28.7K 0.19% 58
2025
Q2 		$346K Buy
1,605
+701
+78% +$141K 0.19% 58
2025
Q1 		$180K Hold
904
– – 0.1% 76
2024
Q4 		$200K Hold
904
– – 0.11% 63
2024
Q3 		$200K Sell
904
-107
-11% -$22.9K 0.11% 66
2024
Q2 		$205K Sell
1,011
-134
-12% -$27.1K 0.12% 68
2024
Q1 		$241K Sell
1,145
-59
-5% -$11.8K 0.14% 58
2023
Q4 		$242K Buy
+1,204
New +$216K 0.16% 60

Other funds holding IWM

Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
AIA Group
AIA Group Hong Kong $8.11B AUM 23.7% 1-Year Est. Return
MIRAE ASSET SECURITIES (USA) INC.
MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return
Stairway Partners
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
Citizens Financial Group
Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return
Washington Trust
Washington Trust Westerly, Rhode Island $3.23B AUM 23.24% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Parkside Investments
Parkside Investments Deerfield, Illinois $879M AUM 20.03% 1-Year Est. Return
GLOBALT Investments
GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return

Birchbrook's IWM Position: Q3 2026 in Review

Birchbrook reduced its iShares Russell 2000 ETF (IWM) stake by 3% in Q3 2026, selling an estimated $12.9K and leaving 1,432 shares worth $398K. The position accounts for 0.19% of the portfolio, ranked #61.

Birchbrook first reported a position in IWM in Q4 2023 and has held it in 12 quarters since. The position peaked at $443K in Q2 2026. 1,239 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

  • Birchbrook held 1,432 shares of iShares Russell 2000 ETF worth $398K as of Q3 2026.
  • Birchbrook sold 44 iShares Russell 2000 ETF shares in Q3 2026, an estimated $12.9K.
  • iShares Russell 2000 ETF made up 0.19% of Birchbrook's portfolio in Q3 2026, its #61 holding.
  • Birchbrook first reported a position in iShares Russell 2000 ETF in Q4 2023 and has held it in 12 quarters since.
  • Birchbrook's iShares Russell 2000 ETF position peaked at $443K in Q2 2026.
  • 1,239 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on Birchbrook's 13F filing for Q3 2026, filed 14 Oct 2026.