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Bleakley Financial Group’s iShares Russell 2000 ETF IWM Stock Holding History

Bleakley Financial Group’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 		$10.1M Buy
33,674
+3,199
+10% +$899K 0.13% 125
2026
Q1 		$7.56M Buy
30,475
+358
+1% +$92.3K 0.12% 148
2025
Q4 		$7.41M Sell
30,117
-188
-0.6% -$46.2K 0.13% 134
2025
Q3 		$7.33M Sell
30,305
-534
-2% -$123K 0.17% 109
2025
Q2 		$6.65M Buy
30,839
+314
+1% +$63.2K 0.17% 118
2025
Q1 		$6.09M Sell
30,525
-1,116
-4% -$242K 0.2% 102
2024
Q4 		$6.99M Sell
31,641
-48
-0.2% -$10.9K 0.21% 78
2024
Q3 		$7M Sell
31,689
-751
-2% -$161K 0.21% 79
2024
Q2 		$6.58M Sell
32,440
-2,131
-6% -$431K 0.19% 106
2024
Q1 		$7.27M Sell
34,571
-417
-1% -$83.2K 0.21% 88
2023
Q4 		$7.02M Buy
34,988
+14,624
+72% +$2.62M 0.22% 83
2023
Q3 		$3.6M Sell
20,364
-764
-4% -$143K 0.13% 149
2023
Q2 		$3.96M Sell
21,128
-3,218
-13% -$574K 0.12% 152
2023
Q1 		$4.34M Sell
24,346
-4,038
-14% -$743K 0.15% 130
2022
Q4 		$4.95M Buy
+28,384
New +$5.05M 0.18% 110

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

Bleakley Financial Group's IWM Position: Q2 2026 in Review

Bleakley Financial Group increased its iShares Russell 2000 ETF (IWM) stake by 10% in Q2 2026, buying an estimated $899K and bringing the position to 33,674 shares worth $10.1M. The position accounts for 0.13% of the portfolio, ranked #125.

Bleakley Financial Group first reported a position in IWM in Q4 2022 and has held it in 15 quarters since. 2,725 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Bleakley Financial Group held 33,674 shares of iShares Russell 2000 ETF worth $10.1M as of Q2 2026.
  • Bleakley Financial Group bought 3,199 iShares Russell 2000 ETF shares in Q2 2026, an estimated $899K.
  • iShares Russell 2000 ETF made up 0.13% of Bleakley Financial Group's portfolio in Q2 2026, its #125 holding.
  • Bleakley Financial Group first reported a position in iShares Russell 2000 ETF in Q4 2022 and has held it in 15 quarters since.
  • 2,725 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Bleakley Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.