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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
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 $1.37T 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

Bluesphere Advisors's IWM Position: Q1 2026 in Review

Bluesphere Advisors reduced its iShares Russell 2000 ETF (IWM) stake by 0.69% in Q1 2026, selling an estimated $3.61K and leaving 2,006 shares worth $497K. The position accounts for 0.18% of the portfolio, ranked #60.

Bluesphere Advisors first reported a position in IWM in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.04M in Q4 2021. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Bluesphere Advisors held 2,006 shares of iShares Russell 2000 ETF worth $497K as of Q1 2026.
  • Bluesphere Advisors sold 14 iShares Russell 2000 ETF shares in Q1 2026, an estimated $3.61K.
  • iShares Russell 2000 ETF made up 0.18% of Bluesphere Advisors's portfolio in Q1 2026, its #60 holding.
  • Bluesphere Advisors first reported a position in iShares Russell 2000 ETF in Q4 2020 and has held it in 22 quarters since.
  • Bluesphere Advisors's iShares Russell 2000 ETF position peaked at $1.04M in Q4 2021.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Bluesphere Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.