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Blue Bell Private Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History

Blue Bell Private Wealth Management’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
2023
Q1 		– Sell
-100
Closed -$17 – 683
2022
Q4 		$17 Hold
100
– – ﹤0.01% 685
2022
Q3 		$16K Sell
100
-1,900
-95% -$347K 0.01% 322
2022
Q2 		$339K Sell
2,000
-300
-13% -$55.3K 0.11% 76
2022
Q1 		$472K Buy
+2,300
New +$469K 0.13% 67

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

Blue Bell Private Wealth Management's IWM Position: Q1 2026 in Review

Blue Bell Private Wealth Management increased its iShares Russell 2000 ETF (IWM) stake by 6.8% in Q1 2026, buying an estimated $818K and bringing the position to 49,769 shares worth $12.3M. The position accounts for 1.77% of the portfolio, ranked #8.

Blue Bell Private Wealth Management first reported a position in IWM in Q2 2013 and has held it in 52 quarters since. The position peaked at $13.8M in Q3 2025. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Blue Bell Private Wealth Management held 49,769 shares of iShares Russell 2000 ETF worth $12.3M as of Q1 2026.
  • Blue Bell Private Wealth Management bought 3,170 iShares Russell 2000 ETF shares in Q1 2026, an estimated $818K.
  • iShares Russell 2000 ETF made up 1.77% of Blue Bell Private Wealth Management's portfolio in Q1 2026, its #8 holding.
  • Blue Bell Private Wealth Management first reported a position in iShares Russell 2000 ETF in Q2 2013 and has held it in 52 quarters since.
  • Blue Bell Private Wealth Management's iShares Russell 2000 ETF position peaked at $13.8M in Q3 2025.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.