Bridgewealth Advisory Group’s iShares Russell 2000 ETF IWM Stock Holding History

Bridgewealth Advisory Group’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 Q3	$201K	Buy	+723	New	+$212K	0.04%	132

Other funds holding IWM

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Rafferty Asset Management New York $38.4B AUM 89% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return

Bridgewealth Advisory Group's IWM Position: Q3 2026 in Review

Bridgewealth Advisory Group opened a new position in iShares Russell 2000 ETF (IWM) in Q3 2026: 723 shares worth $201K. The stake represents 0.04% of the portfolio and ranks #132 among its holdings.

2,214 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

Bridgewealth Advisory Group held 723 shares of iShares Russell 2000 ETF worth $201K as of Q3 2026.
iShares Russell 2000 ETF was a new Bridgewealth Advisory Group position in Q3 2026.
iShares Russell 2000 ETF made up 0.04% of Bridgewealth Advisory Group's portfolio in Q3 2026, its #132 holding.
2,214 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on Bridgewealth Advisory Group's 13F filing for Q3 2026, filed 9 Nov 2026.