Leigh Baldwin & Co’s iShares Russell 2000 ETF IWM Stock Holding History

Leigh Baldwin & Co’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	$474K	Buy	1,912 +31	+2%	+$8K	0.31%	81
2025 Q4	$463K	Buy	1,881 +287	+18%	+$70.6K	0.3%	84
2025 Q3	$386K	Sell	1,594 -198	-11%	-$45.4K	0.22%	111
2025 Q2	$387K	Buy	1,792 +53	+3%	+$10.7K	0.25%	103
2025 Q1	$347K	Sell	1,739 -148	-8%	-$32.1K	0.28%	102
2024 Q4	$417K	Buy	+1,887	New	+$430K	0.35%	84

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

Leigh Baldwin & Co's IWM Position: Q1 2026 in Review

Leigh Baldwin & Co increased its iShares Russell 2000 ETF (IWM) stake by 1.6% in Q1 2026, buying an estimated $8K and bringing the position to 1,912 shares worth $474K. The position accounts for 0.31% of the portfolio, ranked #81.

Leigh Baldwin & Co first reported a position in IWM in Q4 2024 and has held it in 6 quarters since. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Leigh Baldwin & Co held 1,912 shares of iShares Russell 2000 ETF worth $474K as of Q1 2026.
Leigh Baldwin & Co bought 31 iShares Russell 2000 ETF shares in Q1 2026, an estimated $8K.
iShares Russell 2000 ETF made up 0.31% of Leigh Baldwin & Co's portfolio in Q1 2026, its #81 holding.
Leigh Baldwin & Co first reported a position in iShares Russell 2000 ETF in Q4 2024 and has held it in 6 quarters since.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Leigh Baldwin & Co's 13F filing for Q1 2026, filed 20 May 2026.