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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
Q2 		$451K Sell
1,500
-35
-2% -$9.84K 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

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

BNC Wealth Management's IWM Position: Q2 2026 in Review

BNC Wealth Management reduced its iShares Russell 2000 ETF (IWM) stake by 2.3% in Q2 2026, selling an estimated $9.84K and leaving 1,500 shares worth $451K. The position accounts for 0.11% of the portfolio, ranked #74.

BNC Wealth Management first reported a position in IWM in Q3 2020 and has held it in 15 quarters since. The position peaked at $7.33M in Q2 2021. 2,729 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • BNC Wealth Management held 1,500 shares of iShares Russell 2000 ETF worth $451K as of Q2 2026.
  • BNC Wealth Management sold 35 iShares Russell 2000 ETF shares in Q2 2026, an estimated $9.84K.
  • iShares Russell 2000 ETF made up 0.11% of BNC Wealth Management's portfolio in Q2 2026, its #74 holding.
  • BNC Wealth Management first reported a position in iShares Russell 2000 ETF in Q3 2020 and has held it in 15 quarters since.
  • BNC Wealth Management's iShares Russell 2000 ETF position peaked at $7.33M in Q2 2021.
  • 2,729 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on BNC Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.