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 $1.55T 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

IronBridge Private Wealth's IWM Position: Q2 2026 in Review

IronBridge Private Wealth reduced its iShares Russell 2000 ETF (IWM) stake by 1.6% in Q2 2026, selling an estimated $103K and leaving 22,493 shares worth $6.76M. The position accounts for 2.22% of the portfolio, ranked #11.

IronBridge Private Wealth first reported a position in IWM in Q4 2020 and has held it in 17 quarters since. The position peaked at $18.7M in Q4 2024. 2,737 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

IronBridge Private Wealth held 22,493 shares of iShares Russell 2000 ETF worth $6.76M as of Q2 2026.
IronBridge Private Wealth sold 366 iShares Russell 2000 ETF shares in Q2 2026, an estimated $103K.
iShares Russell 2000 ETF made up 2.22% of IronBridge Private Wealth's portfolio in Q2 2026, its #11 holding.
IronBridge Private Wealth first reported a position in iShares Russell 2000 ETF in Q4 2020 and has held it in 17 quarters since.
IronBridge Private Wealth's iShares Russell 2000 ETF position peaked at $18.7M in Q4 2024.
2,737 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on IronBridge Private Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.