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
2024 Q4	–	Sell	-500	Closed	-$110K	–	53
2024 Q3	$110K	Hold	500	–	–	0.04%	48
2024 Q2	$101K	Buy	500 +100	+25%	+$20.2K	0.04%	44
2024 Q1	$84.1K	Buy	+400	New	+$79.8K	0.03%	44
2022 Q3	–	Hold	0	–	-$271K	–	28
2022 Q2	–	Sell	-1,600	Closed	-$295K	–	26
2022 Q1	$328K	Buy	+1,600	New	+$326K	0.2%	30

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.