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Bridges Investment Management’s iShares Russell 2000 ETF IWM Stock Holding History

Bridges Investment 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 		$7.4M Sell
24,631
-385
-2% -$108K 0.09% 97
2026
Q1 		$6.2M Hold
25,016
– – 0.08% 104
2025
Q4 		$6.16M Hold
25,016
– – 0.08% 100
2025
Q3 		$6.05M Sell
25,016
-63
-0.3% -$14.5K 0.08% 101
2025
Q2 		$5.41M Sell
25,079
-256
-1% -$51.5K 0.07% 103
2025
Q1 		$5.05M Hold
25,335
– – 0.07% 104
2024
Q4 		$5.6M Buy
25,335
+236
+0.9% +$53.8K 0.08% 103
2024
Q3 		$5.54M Buy
25,099
+20
+0.1% +$4.28K 0.08% 103
2024
Q2 		$5.09M Buy
+25,079
New +$5.07M 0.08% 102
2023
Q3 		– Sell
-3,890
Closed -$728K – 202
2023
Q2 		$728K Hold
3,890
– – 0.02% 155
2023
Q1 		$694K Hold
3,890
– – 0.02% 161
2022
Q4 		$678K Buy
3,890
+76
+2% +$13.5K 0.02% 165
2022
Q3 		$629K Buy
+3,814
New +$696K 0.02% 166
2022
Q2 		– Sell
-984
Closed -$202K – 217
2022
Q1 		$202K Hold
984
– – 0.01% 215
2021
Q4 		$219K Sell
984
-1,389
-59% -$314K 0.01% 216
2021
Q3 		$519K Sell
2,373
-214
-8% -$47.4K 0.02% 175
2021
Q2 		$593K Hold
2,587
– – 0.02% 167
2021
Q1 		$572K Sell
2,587
-35
-1% -$7.64K 0.02% 169
2020
Q4 		$514K Buy
2,622
+1
+0% +$175 0.02% 170
2020
Q3 		$392K Hold
2,621
– – 0.01% 176
2020
Q2 		$375K Sell
2,621
-149
-5% -$19.6K 0.01% 174
2020
Q1 		$317K Hold
2,770
– – 0.01% 185
2019
Q4 		$459K Sell
2,770
-499
-15% -$78.9K 0.02% 201
2019
Q3 		$494K Hold
3,269
– – 0.02% 291
2019
Q2 		$509K Sell
3,269
-327
-9% -$50.4K 0.02% 286
2019
Q1 		$551K Buy
3,596
+283
+9% +$42.5K 0.02% 250
2018
Q4 		$443K Buy
3,313
+901
+37% +$134K 0.02% 261
2018
Q3 		$407K Buy
2,412
+28
+1% +$4.73K 0.02% 216
2018
Q2 		$390K Buy
+2,384
New +$381K 0.02% 213

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

Bridges Investment Management's IWM Position: Q2 2026 in Review

Bridges Investment Management reduced its iShares Russell 2000 ETF (IWM) stake by 1.5% in Q2 2026, selling an estimated $108K and leaving 24,631 shares worth $7.4M. The position accounts for 0.09% of the portfolio, ranked #97.

Bridges Investment Management first reported a position in IWM in Q2 2018 and has held it in 29 quarters since. 2,724 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Bridges Investment Management held 24,631 shares of iShares Russell 2000 ETF worth $7.4M as of Q2 2026.
  • Bridges Investment Management sold 385 iShares Russell 2000 ETF shares in Q2 2026, an estimated $108K.
  • iShares Russell 2000 ETF made up 0.09% of Bridges Investment Management's portfolio in Q2 2026, its #97 holding.
  • Bridges Investment Management first reported a position in iShares Russell 2000 ETF in Q2 2018 and has held it in 29 quarters since.
  • 2,724 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Bridges Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.