Bradley & Co Private Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$30K Hold
100
– – 0.01% 111
2026
Q1
$24.8K Hold
100
– – 0.01% 110
2025
Q4
$24.6K Hold
100
– – 0.01% 107
2025
Q3
$24.2K Hold
100
– – 0.01% 98
2025
Q2
$21.6K Hold
100
– – 0.01% 101
2025
Q1
$19.9K Hold
100
– – 0.01% 99
2024
Q4
$22.1K Buy
+100
New +$22.8K 0.01% 97
2024
Q2
$20.3K Sell
100
-211
-68% -$42.6K 0.02% 100
2024
Q1
$65.4K Sell
311
-72
-19% -$14.4K 0.05% 58
2023
Q4
$76.9K Sell
383
-50
-12% -$8.96K 0.07% 48
2023
Q3
$76.5K Hold
433
– – 0.08% 44
2023
Q2
$81.1K Hold
433
– – 0.08% 44
2023
Q1
$77.2K Buy
+433
New +$79.7K 0.08% 42

Other funds holding IWM

Bradley & Co Private Wealth Management's IWM Position: Q2 2026 in Review

Bradley & Co Private Wealth Management held its iShares Russell 2000 ETF (IWM) position steady in Q2 2026 at 100 shares worth $30K. The position accounts for 0.01% of the portfolio, ranked #111.

Bradley & Co Private Wealth Management first reported a position in IWM in Q1 2023 and has held it in 13 quarters since. The position peaked at $81.1K in Q2 2023. 2,740 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Bradley & Co Private Wealth Management held 100 shares of iShares Russell 2000 ETF worth $30K as of Q2 2026.
  • Bradley & Co Private Wealth Management left its iShares Russell 2000 ETF share count unchanged in Q2 2026.
  • iShares Russell 2000 ETF made up 0.01% of Bradley & Co Private Wealth Management's portfolio in Q2 2026, its #111 holding.
  • Bradley & Co Private Wealth Management first reported a position in iShares Russell 2000 ETF in Q1 2023 and has held it in 13 quarters since.
  • Bradley & Co Private Wealth Management's iShares Russell 2000 ETF position peaked at $81.1K in Q2 2023.
  • 2,740 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Bradley & Co Private Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.