Burford Brothers’s iShares Russell 2000 ETF IWM Stock Holding History

Burford Brothers’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	$307K	Sell	1,022 -27	-3%	-$7.59K	0.11%	137
2026 Q1	$260K	Sell	1,049 -240	-19%	-$61.9K	0.11%	148
2025 Q4	$317K	Sell	1,289 -12	-0.9%	-$2.95K	0.13%	134
2025 Q3	$315K	Buy	1,301 +72	+6%	+$16.5K	0.13%	129
2025 Q2	$265K	Sell	1,229 -42	-3%	-$8.45K	0.12%	133
2025 Q1	$254K	Buy	1,271 +31	+3%	+$6.72K	0.12%	135
2024 Q4	$274K	Buy	1,240 +106	+9%	+$24.2K	0.13%	128
2024 Q3	$250K	Sell	1,134 -270	-19%	-$57.8K	0.13%	133
2024 Q2	$285K	Buy	1,404 +137	+11%	+$27.7K	0.17%	123
2024 Q1	$266K	Sell	1,267 -324	-20%	-$64.6K	0.17%	129
2023 Q4	$319K	Buy	+1,591	New	+$285K	0.23%	111

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

Burford Brothers's IWM Position: Q2 2026 in Review

Burford Brothers reduced its iShares Russell 2000 ETF (IWM) stake by 2.6% in Q2 2026, selling an estimated $7.59K and leaving 1,022 shares worth $307K. The position accounts for 0.11% of the portfolio, ranked #137.

Burford Brothers first reported a position in IWM in Q4 2023 and has held it in 11 quarters since. The position peaked at $319K in Q4 2023. 2,725 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Burford Brothers held 1,022 shares of iShares Russell 2000 ETF worth $307K as of Q2 2026.
Burford Brothers sold 27 iShares Russell 2000 ETF shares in Q2 2026, an estimated $7.59K.
iShares Russell 2000 ETF made up 0.11% of Burford Brothers's portfolio in Q2 2026, its #137 holding.
Burford Brothers first reported a position in iShares Russell 2000 ETF in Q4 2023 and has held it in 11 quarters since.
Burford Brothers's iShares Russell 2000 ETF position peaked at $319K in Q4 2023.
2,725 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Burford Brothers's 13F filing for Q2 2026, filed 28 Jul 2026.