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Bluesphere Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Bluesphere Advisors’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 		$721K Buy
2,400
+394
+20% +$111K 0.22% 55
2026
Q1 		$497K Sell
2,006
-14
-0.7% -$3.61K 0.18% 60
2025
Q4 		$497K Sell
2,020
-458
-18% -$113K 0.22% 55
2025
Q3 		$600K Buy
2,478
+1,308
+112% +$300K 0.27% 46
2025
Q2 		$253K Sell
1,170
-264
-18% -$53.1K 0.13% 79
2025
Q1 		$286K Sell
1,434
-938
-40% -$203K 0.16% 68
2024
Q4 		$524K Buy
2,372
+186
+9% +$42.4K 0.26% 54
2024
Q3 		$483K Sell
2,186
-355
-14% -$76K 0.24% 55
2024
Q2 		$516K Buy
2,541
+37
+1% +$7.48K 0.26% 49
2024
Q1 		$526K Buy
2,504
+107
+4% +$21.3K 0.29% 44
2023
Q4 		$481K Sell
2,397
-346
-13% -$62K 0.3% 45
2023
Q3 		$485K Buy
2,743
+156
+6% +$29.3K 0.35% 41
2023
Q2 		$484K Buy
2,587
+382
+17% +$68.1K 0.34% 42
2023
Q1 		$393K Buy
2,205
+111
+5% +$20.4K 0.33% 52
2022
Q4 		$365K Buy
2,094
+416
+25% +$74K 0.32% 56
2022
Q3 		$277K Hold
1,678
– – 0.28% 56
2022
Q2 		$284K Sell
1,678
-207
-11% -$38.2K 0.28% 59
2022
Q1 		$387K Sell
1,885
-2,789
-60% -$569K 0.33% 53
2021
Q4 		$1.04M Buy
4,674
+6
+0.1% +$1.36K 0.86% 26
2021
Q3 		$1.02M Buy
4,668
+2,176
+87% +$482K 0.98% 24
2021
Q2 		$572K Buy
2,492
+1
+0% +$225 0.51% 37
2021
Q1 		$550K Buy
2,491
+1,375
+123% +$300K 0.5% 38
2020
Q4 		$218K Buy
+1,116
New +$195K 0.23% 77

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

Bluesphere Advisors's IWM Position: Q2 2026 in Review

Bluesphere Advisors increased its iShares Russell 2000 ETF (IWM) stake by 20% in Q2 2026, buying an estimated $111K and bringing the position to 2,400 shares worth $721K. The position accounts for 0.22% of the portfolio, ranked #55.

Bluesphere Advisors first reported a position in IWM in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.04M in Q4 2021. 2,730 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Bluesphere Advisors held 2,400 shares of iShares Russell 2000 ETF worth $721K as of Q2 2026.
  • Bluesphere Advisors bought 394 iShares Russell 2000 ETF shares in Q2 2026, an estimated $111K.
  • iShares Russell 2000 ETF made up 0.22% of Bluesphere Advisors's portfolio in Q2 2026, its #55 holding.
  • Bluesphere Advisors first reported a position in iShares Russell 2000 ETF in Q4 2020 and has held it in 23 quarters since.
  • Bluesphere Advisors's iShares Russell 2000 ETF position peaked at $1.04M in Q4 2021.
  • 2,730 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Bluesphere Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.