IronBridge Private Wealth
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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
Q3 		$6.12M Sell
22,026
-467
-2% -$137K 1.81% 12
2026
Q2 		$6.76M Sell
22,493
-366
-2% -$103K 2.22% 11
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

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

IronBridge Private Wealth's IWM Position: Q3 2026 in Review

IronBridge Private Wealth reduced its iShares Russell 2000 ETF (IWM) stake by 2.1% in Q3 2026, selling an estimated $137K and leaving 22,026 shares worth $6.12M. The position accounts for 1.81% of the portfolio, ranked #12.

IronBridge Private Wealth first reported a position in IWM in Q4 2020 and has held it in 18 quarters since. The position peaked at $18.7M in Q4 2024. 1,912 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

  • IronBridge Private Wealth held 22,026 shares of iShares Russell 2000 ETF worth $6.12M as of Q3 2026.
  • IronBridge Private Wealth sold 467 iShares Russell 2000 ETF shares in Q3 2026, an estimated $137K.
  • iShares Russell 2000 ETF made up 1.81% of IronBridge Private Wealth's portfolio in Q3 2026, its #12 holding.
  • IronBridge Private Wealth first reported a position in iShares Russell 2000 ETF in Q4 2020 and has held it in 18 quarters since.
  • IronBridge Private Wealth's iShares Russell 2000 ETF position peaked at $18.7M in Q4 2024.
  • 1,912 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on IronBridge Private Wealth's 13F filing for Q3 2026, filed 3 Nov 2026.