BNC Wealth Management
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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
Q3 		$372K Sell
1,338
-162
-11% -$47.6K 0.09% 77
2026
Q2 		$451K Sell
1,500
-35
-2% -$9.8K 0.11% 74
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

MIRAE ASSET SECURITIES (USA) INC.
MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 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

BNC Wealth Management's IWM Position: Q3 2026 in Review

BNC Wealth Management reduced its iShares Russell 2000 ETF (IWM) stake by 11% in Q3 2026, selling an estimated $47.6K and leaving 1,338 shares worth $372K. The position accounts for 0.09% of the portfolio, ranked #77.

BNC Wealth Management first reported a position in IWM in Q3 2020 and has held it in 16 quarters since. The position peaked at $7.33M in Q2 2021. 760 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

  • BNC Wealth Management held 1,338 shares of iShares Russell 2000 ETF worth $372K as of Q3 2026.
  • BNC Wealth Management sold 162 iShares Russell 2000 ETF shares in Q3 2026, an estimated $47.6K.
  • iShares Russell 2000 ETF made up 0.09% of BNC Wealth Management's portfolio in Q3 2026, its #77 holding.
  • BNC Wealth Management first reported a position in iShares Russell 2000 ETF in Q3 2020 and has held it in 16 quarters since.
  • BNC Wealth Management's iShares Russell 2000 ETF position peaked at $7.33M in Q2 2021.
  • 760 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on BNC Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.