IronBridge Private Wealth’s iShares Russell 2000 ETF IWM Stock Holding History

IronBridge Private Wealth’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 Q1	$5.67M	Sell	22,859 -35,529	-61%	-$9.16M	1.83%	16
2025 Q4	$14.4M	Hold	58,388	–	–	4.55%	5
2025 Q3	$14.1M	Buy	58,388 +791	+1%	+$181K	4.46%	5
2025 Q2	$12.4M	Sell	57,597 -32,871	-36%	-$6.61M	4.33%	7
2025 Q1	$18M	Buy	90,468 +5,966	+7%	+$1.29M	7.11%	2
2024 Q4	$18.7M	Buy	84,502 +1,465	+2%	+$334K	6.85%	2
2024 Q3	$18.3M	Buy	83,037 +17,009	+26%	+$3.64M	6.85%	2
2024 Q2	$13.4M	Buy	66,028 +5,375	+9%	+$1.09M	5.01%	2
2024 Q1	$12.8M	Buy	60,653 +16,033	+36%	+$3.2M	5.29%	2
2023 Q4	$8.96M	Buy	+44,620	New	+$7.99M	4.37%	5
2023 Q3	–	Sell	-20,942	Closed	-$3.92M	–	41
2023 Q2	$3.92M	Buy	+20,942	New	+$3.73M	2.2%	14
2022 Q1	–	Sell	-33	Closed	-$6.73K	–	166
2021 Q4	$7K	Hold	33	–	–	﹤0.01%	213
2021 Q3	$7K	Hold	33	–	–	﹤0.01%	178
2021 Q2	$8K	Hold	33	–	–	﹤0.01%	171
2021 Q1	$7K	Buy	33 +8	+32%	+$1.75K	﹤0.01%	185
2020 Q4	$5K	Buy	+25	New	+$4.38K	﹤0.01%	192

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

IronBridge Private Wealth's IWM Position: Q1 2026 in Review

IronBridge Private Wealth reduced its iShares Russell 2000 ETF (IWM) stake by 61% in Q1 2026, selling an estimated $9.16M and leaving 22,859 shares worth $5.67M. The position accounts for 1.83% of the portfolio, ranked #16.

IronBridge Private Wealth first reported a position in IWM in Q4 2020 and has held it in 16 quarters since. The position peaked at $18.7M in Q4 2024. 2,569 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

IronBridge Private Wealth held 22,859 shares of iShares Russell 2000 ETF worth $5.67M as of Q1 2026.
IronBridge Private Wealth sold 35,529 iShares Russell 2000 ETF shares in Q1 2026, an estimated $9.16M.
iShares Russell 2000 ETF made up 1.83% of IronBridge Private Wealth's portfolio in Q1 2026, its #16 holding.
IronBridge Private Wealth first reported a position in iShares Russell 2000 ETF in Q4 2020 and has held it in 16 quarters since.
IronBridge Private Wealth's iShares Russell 2000 ETF position peaked at $18.7M in Q4 2024.
2,569 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on IronBridge Private Wealth's 13F filing for Q1 2026, filed 14 May 2026.