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Bramshill Investments’s iShares Russell 2000 ETF IWM Stock Holding History

Bramshill Investments’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 		– Sell
-5,500
Closed -$1.35M – 174
2025
Q4 		$1.35M Buy
+5,500
New +$1.35M 0.08% 48
2025
Q1 		– Sell
-2,250
Closed -$497K – 145
2024
Q4 		$497K Buy
+2,250
New +$513K 0.08% 111
2024
Q3 		– Sell
-28,000
Closed -$5.68M – 160
2024
Q2 		$5.68M Buy
+28,000
New +$5.66M 0.62% 11

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

Bramshill Investments's IWM Position: Q1 2026 in Review

Bramshill Investments sold out of iShares Russell 2000 ETF (IWM) in Q1 2026, closing a stake of 5,500 shares — an estimated $1.35M sold.

Bramshill Investments first reported a position in IWM in Q2 2024 and held it in 3 quarters. The position peaked at $5.68M in Q2 2024. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Bramshill Investments reported no remaining iShares Russell 2000 ETF position as of Q1 2026 after selling out during the quarter.
  • Bramshill Investments sold 5,500 iShares Russell 2000 ETF shares in Q1 2026, an estimated $1.35M.
  • Bramshill Investments first reported a position in iShares Russell 2000 ETF in Q2 2024 and held it in 3 quarters.
  • Bramshill Investments's iShares Russell 2000 ETF position peaked at $5.68M in Q2 2024.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Bramshill Investments's 13F filing for Q1 2026, filed 15 May 2026.