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Bristlecone Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Bristlecone Advisors’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
2025
Q3 		$1.67M Sell
6,883
-1,243
-15% -$285K 0.14% 106
2025
Q2 		$1.75M Sell
8,126
-3,721
-31% -$749K 0.15% 106
2025
Q1 		$2.36M Sell
11,847
-445
-4% -$96.5K 0.19% 98
2024
Q4 		$2.72M Sell
12,292
-380
-3% -$86.6K 0.21% 90
2024
Q3 		$2.8M Buy
12,672
+309
+2% +$66.1K 0.22% 91
2024
Q2 		$2.51M Sell
12,363
-461
-4% -$93.2K 0.21% 94
2024
Q1 		$2.7M Sell
12,824
-503
-4% -$100K 0.24% 88
2023
Q4 		$2.67M Sell
13,327
-1,874
-12% -$336K 0.27% 80
2023
Q3 		$2.69M Sell
15,201
-400
-3% -$75.1K 0.3% 74
2023
Q2 		$2.92M Sell
15,601
-2,093
-12% -$373K 0.29% 64
2023
Q1 		$3.16M Buy
17,694
+1,030
+6% +$190K 0.35% 57
2022
Q4 		$2.91M Buy
16,664
+2,641
+19% +$470K 0.36% 60
2022
Q3 		$2.31M Buy
14,023
+647
+5% +$118K 0.3% 69
2022
Q2 		$2.27M Buy
13,376
+1,531
+13% +$282K 0.28% 74
2022
Q1 		$2.43M Sell
11,845
-1,172
-9% -$239K 0.3% 78
2021
Q4 		$2.9M Sell
13,017
-2,062
-14% -$466K 0.35% 70
2021
Q3 		$3.3M Buy
15,079
+7,327
+95% +$1.62M 0.43% 57
2021
Q2 		$1.78M Buy
7,752
+1,658
+27% +$373K 0.24% 93
2021
Q1 		$1.35M Buy
6,094
+1,388
+29% +$303K 0.2% 107
2020
Q4 		$923K Buy
4,706
+2,295
+95% +$402K 0.15% 119
2020
Q3 		$361K Sell
2,411
-185
-7% -$27.8K 0.07% 146
2020
Q2 		$372K Sell
2,596
-240
-8% -$31.5K 0.08% 135
2020
Q1 		$325K Sell
2,836
-324
-10% -$48.3K 0.08% 127
2019
Q4 		$524K Buy
3,160
+210
+7% +$33.2K 0.11% 133
2019
Q3 		$446K Sell
2,950
-45
-2% -$6.87K 0.11% 116
2019
Q2 		$466K Buy
+2,995
New +$462K 0.11% 125
2019
Q1 		– Sell
-3,050
Closed -$408K – 111
2018
Q4 		$408K Sell
3,050
-65
-2% -$9.7K 0.12% 112
2018
Q3 		$525K Buy
3,115
+1,675
+116% +$283K 0.13% 107
2018
Q2 		$236K Buy
+1,440
New +$230K 0.08% 120
2018
Q1 		– Sell
-3,270
Closed -$499K – 136
2017
Q4 		$499K Hold
3,270
– – 0.16% 108
2017
Q3 		$485K Sell
3,270
-100
-3% -$14.1K 0.16% 104
2017
Q2 		$475K Sell
3,370
-115
-3% -$15.9K 0.16% 106
2017
Q1 		$479K Sell
3,485
-150
-4% -$20.5K 0.17% 106
2016
Q4 		$490K Sell
3,635
-50
-1% -$6.39K 0.17% 102
2016
Q3 		$458K Sell
3,685
-437
-11% -$53.1K 0.17% 114
2016
Q2 		$474K Sell
4,122
-544
-12% -$61.4K 0.17% 100
2016
Q1 		$516K Sell
4,666
-3,795
-45% -$393K 0.2% 105
2015
Q4 		$953K Buy
+8,461
New +$976K 0.4% 68

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

Bristlecone Advisors's IWM Position: Q3 2025 in Review

Bristlecone Advisors reduced its iShares Russell 2000 ETF (IWM) stake by 15% in Q3 2025, selling an estimated $285K and leaving 6,883 shares worth $1.67M. The position accounts for 0.14% of the portfolio, ranked #106.

Bristlecone Advisors first reported a position in IWM in Q4 2015 and has held it in 38 quarters since. The position peaked at $3.3M in Q3 2021. 2,429 funds tracked by Wall St. Rank hold IWM as of Q3 2025.

  • Bristlecone Advisors held 6,883 shares of iShares Russell 2000 ETF worth $1.67M as of Q3 2025.
  • Bristlecone Advisors sold 1,243 iShares Russell 2000 ETF shares in Q3 2025, an estimated $285K.
  • iShares Russell 2000 ETF made up 0.14% of Bristlecone Advisors's portfolio in Q3 2025, its #106 holding.
  • Bristlecone Advisors first reported a position in iShares Russell 2000 ETF in Q4 2015 and has held it in 38 quarters since.
  • Bristlecone Advisors's iShares Russell 2000 ETF position peaked at $3.3M in Q3 2021.
  • 2,429 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2025.

Based on Bristlecone Advisors's 13F filing for Q3 2025, filed 24 Oct 2025.