Bright Futures Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History

Bright Futures Wealth 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	$354K	Buy	1,180 +203	+21%	+$57K	0.23%	121
2026 Q1	$242K	Buy	977 +41	+4%	+$10.6K	0.17%	150
2025 Q4	$230K	Sell	936 -6	-0.6%	-$1.48K	0.17%	138
2025 Q3	$228K	Buy	+942	New	+$216K	0.18%	128
2025 Q1	$1.89M	Sell	10,345 -693	-6%	-$150K	2.07%	14
2024 Q4	$2.5M	Buy	11,038 +10,006	+970%	+$2.28M	2.22%	13
2024 Q3	$228K	Buy	+1,032	New	+$221K	0.11%	197

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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 Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bright Futures Wealth Management's IWM Position: Q2 2026 in Review

Bright Futures Wealth Management increased its iShares Russell 2000 ETF (IWM) stake by 21% in Q2 2026, buying an estimated $57K and bringing the position to 1,180 shares worth $354K. The position accounts for 0.23% of the portfolio, ranked #121.

Bright Futures Wealth Management first reported a position in IWM in Q3 2024 and has held it in 7 quarters since. The position peaked at $2.5M in Q4 2024. 2,725 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Bright Futures Wealth Management held 1,180 shares of iShares Russell 2000 ETF worth $354K as of Q2 2026.
Bright Futures Wealth Management bought 203 iShares Russell 2000 ETF shares in Q2 2026, an estimated $57K.
iShares Russell 2000 ETF made up 0.23% of Bright Futures Wealth Management's portfolio in Q2 2026, its #121 holding.
Bright Futures Wealth Management first reported a position in iShares Russell 2000 ETF in Q3 2024 and has held it in 7 quarters since.
Bright Futures Wealth Management's iShares Russell 2000 ETF position peaked at $2.5M in Q4 2024.
2,725 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Bright Futures Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.