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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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 Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Blue Bell Private Wealth Management's IWM Position: Q2 2026 in Review

Blue Bell Private Wealth Management increased its iShares Russell 2000 ETF (IWM) stake by 0.54% in Q2 2026, buying an estimated $76.2K and bringing the position to 50,040 shares worth $15M. The position accounts for 1.87% of the portfolio, ranked #7.

Blue Bell Private Wealth Management first reported a position in IWM in Q2 2013 and has held it in 53 quarters since. 2,729 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Blue Bell Private Wealth Management held 50,040 shares of iShares Russell 2000 ETF worth $15M as of Q2 2026.
Blue Bell Private Wealth Management bought 271 iShares Russell 2000 ETF shares in Q2 2026, an estimated $76.2K.
iShares Russell 2000 ETF made up 1.87% of Blue Bell Private Wealth Management's portfolio in Q2 2026, its #7 holding.
Blue Bell Private Wealth Management first reported a position in iShares Russell 2000 ETF in Q2 2013 and has held it in 53 quarters since.
2,729 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.