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BSW Wealth Partners’s iShares Russell 2000 ETF IWM Stock Holding History

BSW Wealth Partners’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 		$5.2M Sell
17,315
-1,436
-8% -$404K 0.58% 32
2026
Q1 		$4.65M Buy
18,751
+250
+1% +$64.5K 0.57% 33
2025
Q4 		$4.55M Sell
18,501
-956
-5% -$235K 0.55% 34
2025
Q3 		$4.71M Sell
19,457
-449
-2% -$103K 0.59% 31
2025
Q2 		$4.3M Sell
19,906
-5,580
-22% -$1.12M 0.59% 30
2025
Q1 		$5.08M Sell
25,486
-903
-3% -$196K 0.77% 26
2024
Q4 		$5.83M Buy
+26,389
New +$6.02M 0.86% 23
2024
Q3 		– Sell
-28,744
Closed -$6.15M – 320
2024
Q2 		$5.83M Sell
28,744
-11,420
-28% -$2.31M 0.96% 20
2024
Q1 		$8.45M Sell
40,164
-19,517
-33% -$3.89M 1.43% 13
2023
Q4 		$12M Buy
59,681
+373
+0.6% +$66.8K 2.38% 9
2023
Q3 		$10.5M Sell
59,308
-1,615
-3% -$303K 2.33% 9
2023
Q2 		$11.4M Buy
60,923
+4,297
+8% +$766K 2.38% 9
2023
Q1 		$10.1M Buy
56,626
+1,556
+3% +$286K 2.07% 9
2022
Q4 		$9.6M Sell
55,070
-1,980
-3% -$352K 2.06% 10
2022
Q3 		$9.41M Buy
57,050
+657
+1% +$120K 2.31% 9
2022
Q2 		$9.55M Buy
56,393
+3,444
+7% +$635K 2.29% 9
2022
Q1 		$10.9M Buy
52,949
+1,721
+3% +$351K 2.75% 7
2021
Q4 		$11.4M Buy
51,228
+203
+0.4% +$45.9K 2.86% 7
2021
Q3 		$11.2M Buy
51,025
+1,182
+2% +$262K 3.12% 8
2021
Q2 		$11.4M Sell
49,843
-2,343
-4% -$527K 3.14% 8
2021
Q1 		$11.5M Sell
52,186
-9,404
-15% -$2.05M 3.33% 8
2020
Q4 		$12.1M Sell
61,590
-168
-0.3% -$29.4K 3.71% 7
2020
Q3 		$9.25M Sell
61,758
-2,619
-4% -$394K 3.47% 8
2020
Q2 		$9.22M Buy
64,377
+2,848
+5% +$374K 3.09% 9
2020
Q1 		$7.04M Buy
61,529
+17,536
+40% +$2.61M 2.92% 9
2019
Q4 		$7.29M Buy
43,993
+134
+0.3% +$21.2K 2.48% 9
2019
Q3 		$6.64M Buy
43,859
+763
+2% +$117K 2.55% 9
2019
Q2 		$6.7M Buy
43,096
+311
+0.7% +$47.9K 2.53% 9
2019
Q1 		$6.55M Buy
42,785
+3,292
+8% +$495K 2.59% 10
2018
Q4 		$5.29M Sell
39,493
-1,745
-4% -$260K 2% 16
2018
Q3 		$6.95M Sell
41,238
-2,275
-5% -$384K 2.65% 9
2018
Q2 		$7.13M Buy
43,513
+734
+2% +$117K 3.08% 8
2018
Q1 		$6.5M Sell
42,779
-13,972
-25% -$2.16M 2.91% 8
2017
Q4 		$8.65M Buy
56,751
+230
+0.4% +$34.5K 3.6% 8
2017
Q3 		$8.38M Buy
56,521
+136
+0.2% +$19.1K 3.65% 8
2017
Q2 		$7.95M Buy
56,385
+1,755
+3% +$243K 3.62% 8
2017
Q1 		$7.51M Sell
54,630
-3,242
-6% -$443K 3.72% 8
2016
Q4 		$7.8M Buy
57,872
+48,147
+495% +$6.15M 4.08% 7
2016
Q3 		$78.3K Sell
9,725
-78,129
-89% -$9.5M 2.7% 8
2016
Q2 		$10.1M Sell
87,854
-365
-0.4% -$41.2K 5.55% 5
2016
Q1 		$9.76M Sell
88,219
-20,011
-18% -$2.07M 5.5% 4
2015
Q4 		$12.2M Buy
108,230
+16,365
+18% +$1.89M 6.09% 4
2015
Q3 		$10M Sell
91,865
-600
-0.6% -$71.1K 5.98% 6
2015
Q2 		$11.5M Sell
92,465
-673
-0.7% -$84.1K 7.33% 5
2015
Q1 		$11.6M Buy
93,138
+68,691
+281% +$8.28M 7.37% 5
2014
Q4 		$2.92M Sell
24,447
-397
-2% -$45.4K 2.36% 7
2014
Q3 		$2.72M Buy
24,844
+784
+3% +$89.7K 2.13% 9
2014
Q2 		$2.86M Sell
24,060
-86
-0.4% -$9.77K 2.25% 9
2014
Q1 		$2.81M Sell
24,146
-857
-3% -$98.9K 2.27% 9
2013
Q4 		$2.88M Sell
25,003
-6,452
-21% -$713K 2.3% 9
2013
Q3 		$3.35M Sell
31,455
-679
-2% -$70.2K 2.92% 6
2013
Q2 		$3.12M Buy
+32,134
New +$3.07M 2.74% 8

Other funds holding IWM

SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
OE
OFS Enterprise Kearney, Nebraska $392M AUM
EWM
Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

BSW Wealth Partners's IWM Position: Q2 2026 in Review

BSW Wealth Partners reduced its iShares Russell 2000 ETF (IWM) stake by 7.7% in Q2 2026, selling an estimated $404K and leaving 17,315 shares worth $5.2M. The position accounts for 0.58% of the portfolio, ranked #32.

BSW Wealth Partners first reported a position in IWM in Q2 2013 and has held it in 52 quarters since. The position peaked at $12.2M in Q4 2015. 526 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • BSW Wealth Partners held 17,315 shares of iShares Russell 2000 ETF worth $5.2M as of Q2 2026.
  • BSW Wealth Partners sold 1,436 iShares Russell 2000 ETF shares in Q2 2026, an estimated $404K.
  • iShares Russell 2000 ETF made up 0.58% of BSW Wealth Partners's portfolio in Q2 2026, its #32 holding.
  • BSW Wealth Partners first reported a position in iShares Russell 2000 ETF in Q2 2013 and has held it in 52 quarters since.
  • BSW Wealth Partners's iShares Russell 2000 ETF position peaked at $12.2M in Q4 2015.
  • 526 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on BSW Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.