Brighton Jones LLC’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
Q1 | $21M | Buy |
+84,594
| New | +$21.8M | 0.46% | 35 |
|
|
2025
Q4 | – | Sell |
-85,438
| Closed | -$20.7M | – | 507 |
|
|
2025
Q3 | $20.7M | Sell |
85,438
-319
| -0.4% | -$73.2K | 0.5% | 34 |
|
|
2025
Q2 | $18.5M | Sell |
85,757
-91
| -0.1% | -$18.3K | 0.5% | 33 |
|
|
2025
Q1 | $17.1M | Sell |
85,848
-1,884
| -2% | -$409K | 0.55% | 33 |
|
|
2024
Q4 | $19.4M | Buy |
87,732
+2,221
| +3% | +$506K | 0.56% | 30 |
|
|
2024
Q3 | $18.9M | Sell |
85,511
-1,253
| -1% | -$268K | 0.71% | 24 |
|
|
2024
Q2 | $17.6M | Buy |
86,764
+135
| +0.2% | +$27.3K | 0.58% | 28 |
|
|
2024
Q1 | $18.2M | Sell |
86,629
-360
| -0.4% | -$71.8K | 0.66% | 23 |
|
|
2023
Q4 | $17.5M | Buy |
86,989
+849
| +1% | +$152K | 0.74% | 20 |
|
|
2023
Q3 | $15.2M | Sell |
86,140
-1,464
| -2% | -$275K | 0.77% | 19 |
|
|
2023
Q2 | $16.4M | Sell |
87,604
-729
| -0.8% | -$130K | 0.83% | 16 |
|
|
2023
Q1 | $15.8M | Buy |
88,333
+949
| +1% | +$175K | 0.89% | 14 |
|
|
2022
Q4 | $15.2M | Sell |
87,384
-1,201
| -1% | -$214K | 0.91% | 12 |
|
|
2022
Q3 | $14.6M | Sell |
88,585
-807
| -0.9% | -$147K | 0.86% | 12 |
|
|
2022
Q2 | $15.1M | Sell |
89,392
-773
| -0.9% | -$142K | 0.88% | 12 |
|
|
2022
Q1 | $18.5M | Buy |
90,165
+1,534
| +2% | +$313K | 0.86% | 12 |
|
|
2021
Q4 | $19.7M | Buy |
88,631
+1,728
| +2% | +$390K | 0.93% | 11 |
|
|
2021
Q3 | $19M | Buy |
86,903
+246
| +0.3% | +$54.5K | 0.98% | 11 |
|
|
2021
Q2 | $19.9M | Buy |
86,657
+251
| +0.3% | +$56.4K | 1.02% | 10 |
|
|
2021
Q1 | $19.1M | Sell |
86,406
-2,056
| -2% | -$449K | 1.13% | 10 |
|
|
2020
Q4 | $17.3M | Buy |
88,462
+1,324
| +2% | +$232K | 1.07% | 10 |
|
|
2020
Q3 | $13.1M | Sell |
87,138
-532
| -0.6% | -$80K | 0.9% | 13 |
|
|
2020
Q2 | $12.6M | Sell |
87,670
-819
| -0.9% | -$107K | 1.02% | 11 |
|
|
2020
Q1 | $10.1M | Sell |
88,489
-4,219
| -5% | -$629K | 1.07% | 11 |
|
|
2019
Q4 | $15.4M | Sell |
92,708
-7,009
| -7% | -$1.11M | 1.65% | 11 |
|
|
2019
Q3 | $15.1M | Sell |
99,717
-4,798
| -5% | -$733K | 1.76% | 11 |
|
|
2019
Q2 | $16.3M | Sell |
104,515
-3,736
| -3% | -$576K | 1.89% | 9 |
|
|
2019
Q1 | $16.6M | Sell |
108,251
-2,327
| -2% | -$350K | 2.01% | 8 |
|
|
2018
Q4 | $14.8M | Sell |
110,578
-3,589
| -3% | -$536K | 2.14% | 8 |
|
|
2018
Q3 | $19.2M | Sell |
114,167
-2,116
| -2% | -$357K | 2.37% | 8 |
|
|
2018
Q2 | $19M | Buy |
116,283
+495
| +0.4% | +$79.2K | 2.45% | 8 |
|
|
2018
Q1 | $17.6M | Buy |
115,788
+2,812
| +2% | +$434K | 2.42% | 8 |
|
|
2017
Q4 | $17.2M | Sell |
112,976
-1,311
| -1% | -$197K | 2.09% | 7 |
|
|
2017
Q3 | $16.9M | Sell |
114,287
-1,982
| -2% | -$279K | 2.18% | 8 |
|
|
2017
Q2 | $16.4M | Sell |
116,269
-213
| -0.2% | -$29.5K | 2.31% | 7 |
|
|
2017
Q1 | $16M | Buy |
116,482
+51,996
| +81% | +$7.1M | 3.87% | 4 |
|
|
2016
Q4 | $8.7M | Sell |
64,486
-54,400
| -46% | -$6.95M | 3.28% | 6 |
|
|
2016
Q3 | $14.8M | Sell |
118,886
-3,534
| -3% | -$430K | 2.39% | 9 |
|
|
2016
Q2 | $14.1M | Sell |
122,420
-4,648
| -4% | -$524K | 2.49% | 9 |
|
|
2016
Q1 | $14.1M | Buy |
127,068
+86
| +0.1% | +$8.9K | 2.59% | 10 |
|
|
2015
Q4 | $14.3M | Sell |
126,982
-2,002
| -2% | -$231K | 2.79% | 9 |
|
|
2015
Q3 | $14.1M | Sell |
128,984
-1,336
| -1% | -$158K | 3.01% | 9 |
|
|
2015
Q2 | $16.3M | Sell |
130,320
-3,180
| -2% | -$397K | 3.72% | 9 |
|
|
2015
Q1 | $16.6M | Sell |
133,500
-3,775
| -3% | -$455K | 3.75% | 9 |
|
|
2014
Q4 | $16.4M | Sell |
137,275
-3,821
| -3% | -$437K | 3.76% | 9 |
|
|
2014
Q3 | $15.4M | Sell |
141,096
-6,679
| -5% | -$764K | 3.47% | 9 |
|
|
2014
Q2 | $17.6M | Sell |
147,775
-1,224
| -0.8% | -$139K | 3.97% | 8 |
|
|
2014
Q1 | $17.3M | Sell |
148,999
-3,770
| -2% | -$435K | 4.08% | 7 |
|
|
2013
Q4 | $17.6M | Sell |
152,769
-5,602
| -4% | -$619K | 4.03% | 7 |
|
|
2013
Q3 | $16.9M | Sell |
158,371
-6,478
| -4% | -$670K | 4.42% | 7 |
|
|
2013
Q2 | $16M | Buy |
+164,849
| New | +$15.7M | 4.8% | 7 |
|
Other funds holding IWM
Brighton Jones LLC's IWM Position: Q1 2026 in Review
Brighton Jones LLC opened a new position in iShares Russell 2000 ETF (IWM) in Q1 2026: 84,594 shares worth $21M. The stake represents 0.46% of the portfolio and ranks #35 among its holdings. This is a return to the name: Brighton Jones LLC previously reported a position in IWM as recently as Q3 2025.
Brighton Jones LLC first reported a position in IWM in Q2 2013 and has held it in 51 quarters since. 2,574 funds tracked by Wall St. Rank hold IWM as of Q1 2026.
- Brighton Jones LLC held 84,594 shares of iShares Russell 2000 ETF worth $21M as of Q1 2026.
- iShares Russell 2000 ETF was a new Brighton Jones LLC position in Q1 2026.
- iShares Russell 2000 ETF made up 0.46% of Brighton Jones LLC's portfolio in Q1 2026, its #35 holding.
- Brighton Jones LLC first reported a position in iShares Russell 2000 ETF in Q2 2013 and has held it in 51 quarters since.
- 2,574 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.
Based on Brighton Jones LLC's 13F filing for Q1 2026, filed 28 Apr 2026.