Bluesphere Advisors
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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
Q3 		$663K Sell
2,386
-14
-0.6% -$4.11K 0.2% 55
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

MIRAE ASSET SECURITIES (USA) INC.
MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.78% 1-Year Est. Return
Stairway Partners
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Parkside Investments
Parkside Investments Deerfield, Illinois $879M AUM 20.03% 1-Year Est. Return
First Financial Bank - Trust Division
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
SteelPeak Wealth
SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return
OFS Enterprise
OFS Enterprise Kearney, Nebraska $382M AUM
Edge Wealth Management
Edge Wealth Management New York $666M AUM 17.64% 1-Year Est. Return

Bluesphere Advisors's IWM Position: Q3 2026 in Review

Bluesphere Advisors reduced its iShares Russell 2000 ETF (IWM) stake by 0.58% in Q3 2026, selling an estimated $4.11K and leaving 2,386 shares worth $663K. The position accounts for 0.2% of the portfolio, ranked #55.

Bluesphere Advisors first reported a position in IWM in Q4 2020 and has held it in 24 quarters since. The position peaked at $1.04M in Q4 2021. 755 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

  • Bluesphere Advisors held 2,386 shares of iShares Russell 2000 ETF worth $663K as of Q3 2026.
  • Bluesphere Advisors sold 14 iShares Russell 2000 ETF shares in Q3 2026, an estimated $4.11K.
  • iShares Russell 2000 ETF made up 0.2% of Bluesphere Advisors's portfolio in Q3 2026, its #55 holding.
  • Bluesphere Advisors first reported a position in iShares Russell 2000 ETF in Q4 2020 and has held it in 24 quarters since.
  • Bluesphere Advisors's iShares Russell 2000 ETF position peaked at $1.04M in Q4 2021.
  • 755 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on Bluesphere Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.