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BNC Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History

BNC 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
2026
Q1 		$381K Sell
1,535
-62
-4% -$16K 0.11% 81
2025
Q4 		$393K Buy
1,597
+109
+7% +$26.8K 0.1% 75
2025
Q3 		$360K Sell
1,488
-616
-29% -$141K 0.09% 74
2025
Q2 		$454K Sell
2,104
-7,600
-78% -$1.53M 0.13% 64
2025
Q1 		$1.94M Sell
9,704
-16
-0.2% -$3.47K 0.7% 42
2024
Q4 		$2.15M Buy
9,720
+1,216
+14% +$277K 0.71% 38
2024
Q3 		$1.88M Buy
+8,504
New +$1.82M 0.69% 40
2024
Q2 		– Sell
-989
Closed -$208K – 106
2024
Q1 		$208K Sell
989
-164
-14% -$32.7K 0.09% 96
2023
Q4 		$231K Buy
+1,153
New +$207K 0.11% 91
2022
Q1 		– Sell
-29,348
Closed -$6.53M – 133
2021
Q4 		$6.53M Sell
29,348
-1,586
-5% -$358K 3.09% 6
2021
Q3 		$6.77M Sell
30,934
-1,038
-3% -$230K 4.01% 5
2021
Q2 		$7.33M Buy
31,972
+12,510
+64% +$2.81M 4.44% 5
2021
Q1 		$4.3M Buy
+19,462
New +$4.25M 3.06% 7
2020
Q4 		– Sell
-73
Closed -$11K – 285
2020
Q3 		$11K Buy
+73
New +$11K 0.01% 294

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

BNC Wealth Management's IWM Position: Q1 2026 in Review

BNC Wealth Management reduced its iShares Russell 2000 ETF (IWM) stake by 3.9% in Q1 2026, selling an estimated $16K and leaving 1,535 shares worth $381K. The position accounts for 0.11% of the portfolio, ranked #81.

BNC Wealth Management first reported a position in IWM in Q3 2020 and has held it in 14 quarters since. The position peaked at $7.33M in Q2 2021. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • BNC Wealth Management held 1,535 shares of iShares Russell 2000 ETF worth $381K as of Q1 2026.
  • BNC Wealth Management sold 62 iShares Russell 2000 ETF shares in Q1 2026, an estimated $16K.
  • iShares Russell 2000 ETF made up 0.11% of BNC Wealth Management's portfolio in Q1 2026, its #81 holding.
  • BNC Wealth Management first reported a position in iShares Russell 2000 ETF in Q3 2020 and has held it in 14 quarters since.
  • BNC Wealth Management's iShares Russell 2000 ETF position peaked at $7.33M in Q2 2021.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on BNC Wealth Management's 13F filing for Q1 2026, filed 13 Apr 2026.