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Bogart Wealth LLC’s iShares Russell 2000 ETF IWM Stock Holding History

Bogart Wealth LLC’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 		$257K Sell
1,036
-184
-15% -$47.5K 0.01% 227
2025
Q4 		$300K Buy
1,220
+233
+24% +$57.3K 0.01% 212
2025
Q3 		$239K Sell
987
-426
-30% -$97.7K 0.01% 225
2025
Q2 		$305K Buy
1,413
+870
+160% +$175K 0.01% 194
2025
Q1 		$108K Sell
543
-5
-0.9% -$1.08K 0.01% 299
2024
Q4 		$121K Buy
548
+5
+0.9% +$1.14K 0.01% 284
2024
Q3 		$120K Buy
543
+89
+20% +$19K 0.01% 288
2024
Q2 		$92.1K Sell
454
-45
-9% -$9.09K ﹤0.01% 308
2024
Q1 		$105K Buy
499
+40
+9% +$7.98K 0.01% 277
2023
Q4 		$92.1K Buy
459
+79
+21% +$14.2K 0.01% 279
2023
Q3 		$67.2K Hold
380
– – ﹤0.01% 296
2023
Q2 		$71.2K Hold
380
– – ﹤0.01% 283
2023
Q1 		$67.8K Buy
380
+175
+85% +$32.2K ﹤0.01% 279
2022
Q4 		$35.7K Sell
205
-21
-9% -$3.73K ﹤0.01% 350
2022
Q3 		$37K Buy
226
+21
+10% +$3.83K ﹤0.01% 340
2022
Q2 		$35K Hold
205
– – ﹤0.01% 344
2022
Q1 		$42K Hold
205
– – ﹤0.01% 296
2021
Q4 		$46K Hold
205
– – ﹤0.01% 270
2021
Q3 		$45K Hold
205
– – ﹤0.01% 255
2021
Q2 		$47K Buy
+205
New +$46.1K 0.01% 245

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

Bogart Wealth LLC's IWM Position: Q1 2026 in Review

Bogart Wealth LLC reduced its iShares Russell 2000 ETF (IWM) stake by 15% in Q1 2026, selling an estimated $47.5K and leaving 1,036 shares worth $257K. The position accounts for 0.01% of the portfolio, ranked #227.

Bogart Wealth LLC first reported a position in IWM in Q2 2021 and has held it in 20 quarters since. The position peaked at $305K in Q2 2025. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Bogart Wealth LLC held 1,036 shares of iShares Russell 2000 ETF worth $257K as of Q1 2026.
  • Bogart Wealth LLC sold 184 iShares Russell 2000 ETF shares in Q1 2026, an estimated $47.5K.
  • iShares Russell 2000 ETF made up 0.01% of Bogart Wealth LLC's portfolio in Q1 2026, its #227 holding.
  • Bogart Wealth LLC first reported a position in iShares Russell 2000 ETF in Q2 2021 and has held it in 20 quarters since.
  • Bogart Wealth LLC's iShares Russell 2000 ETF position peaked at $305K in Q2 2025.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Bogart Wealth LLC's 13F filing for Q1 2026, filed 28 Apr 2026.