BWP
IWM icon

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
2024
Q4 		– Sell
-27,786
Closed -$6.14M – 322
2024
Q3 		$6.14M Buy
+27,786
New +$5.95M 0.92% 20

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.