BWA
IWM icon

Bordeaux Wealth Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Bordeaux Wealth 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
2025
Q2 		$401K Buy
1,856
+312
+20% +$62.8K 0.05% 102
2025
Q1 		$308K Buy
1,544
+110
+8% +$23.9K 0.06% 116
2024
Q4 		$317K Buy
1,434
+200
+16% +$45.6K 0.05% 115
2024
Q3 		$272K Buy
1,234
+143
+13% +$30.6K 0.05% 131
2024
Q2 		$221K Sell
1,091
-707
-39% -$143K 0.04% 126
2024
Q1 		$378K Sell
1,798
-4,220
-70% -$842K 0.13% 71
2023
Q4 		$1.21M Sell
6,018
-546
-8% -$97.8K 0.41% 33
2023
Q3 		$1.16M Buy
6,564
+3,963
+152% +$744K 0.47% 31
2023
Q2 		$487K Buy
2,601
+29
+1% +$5.17K 0.2% 54
2023
Q1 		$459K Buy
2,572
+218
+9% +$40.1K 0.24% 59
2022
Q4 		$410K Buy
2,354
+305
+15% +$54.2K 0.23% 59
2022
Q3 		$338K Sell
2,049
-394
-16% -$71.9K 0.21% 63
2022
Q2 		$414K Sell
2,443
-1,025
-30% -$189K 0.29% 54
2022
Q1 		$712K Sell
3,468
-1,053
-23% -$215K 0.38% 46
2021
Q4 		$1.01M Buy
4,521
+887
+24% +$200K 0.46% 37
2021
Q3 		$795K Sell
3,634
-275
-7% -$61K 0.45% 37
2021
Q2 		$897K Hold
3,909
– – 0.52% 31
2021
Q1 		$864K Sell
3,909
-895
-19% -$195K 0.6% 26
2020
Q4 		$942K Buy
+4,804
New +$841K 0.71% 19

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return

Bordeaux Wealth Advisors's IWM Position: Q2 2025 in Review

Bordeaux Wealth Advisors increased its iShares Russell 2000 ETF (IWM) stake by 20% in Q2 2025, buying an estimated $62.8K and bringing the position to 1,856 shares worth $401K. The position accounts for 0.05% of the portfolio, ranked #102.

Bordeaux Wealth Advisors first reported a position in IWM in Q4 2020 and has held it in 19 quarters since. The position peaked at $1.21M in Q4 2023. 2,363 funds tracked by Wall St. Rank hold IWM as of Q2 2025.

  • Bordeaux Wealth Advisors held 1,856 shares of iShares Russell 2000 ETF worth $401K as of Q2 2025.
  • Bordeaux Wealth Advisors bought 312 iShares Russell 2000 ETF shares in Q2 2025, an estimated $62.8K.
  • iShares Russell 2000 ETF made up 0.05% of Bordeaux Wealth Advisors's portfolio in Q2 2025, its #102 holding.
  • Bordeaux Wealth Advisors first reported a position in iShares Russell 2000 ETF in Q4 2020 and has held it in 19 quarters since.
  • Bordeaux Wealth Advisors's iShares Russell 2000 ETF position peaked at $1.21M in Q4 2023.
  • 2,363 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2025.

Based on Bordeaux Wealth Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.