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Newbridge Financial Services Group’s iShares Russell 2000 ETF IWM Stock Holding History

Newbridge Financial Services Group’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 		$295K Buy
1,189
+22
+2% +$5.67K 0.05% 179
2025
Q4 		$287K Sell
1,167
-1,488
-56% -$366K 0.04% 188
2025
Q3 		$642K Buy
2,655
+960
+57% +$220K 0.1% 155
2025
Q2 		$366K Sell
1,695
-305
-15% -$61.4K 0.06% 215
2025
Q1 		$399K Sell
2,000
-286
-13% -$62K 0.1% 134
2024
Q4 		$505K Buy
+2,286
New +$521K 0.13% 119
2024
Q3 		– Sell
-1,362
Closed -$276K – 877
2024
Q2 		$276K Sell
1,362
-1,081
-44% -$218K 0.1% 139
2024
Q1 		$514K Sell
2,443
-1,235
-34% -$246K 0.22% 95
2023
Q4 		$738K Buy
3,678
+256
+7% +$45.9K 0.36% 59
2023
Q3 		$605K Sell
3,422
-102
-3% -$19.1K 0.3% 68
2023
Q2 		$660K Sell
3,524
-106
-3% -$18.9K 0.32% 60
2023
Q1 		$648K Hold
3,630
– – 0.34% 62
2022
Q4 		$633K Sell
3,630
-42
-1% -$7.47K 0.37% 59
2022
Q3 		$606K Buy
3,672
+81
+2% +$14.8K 0.36% 60
2022
Q2 		$608K Sell
3,591
-520
-13% -$95.9K 0.38% 57
2022
Q1 		$844K Sell
4,111
-907
-18% -$185K 0.41% 50
2021
Q4 		$1.12M Buy
5,018
+251
+5% +$56.7K 0.53% 34
2021
Q3 		$1.04M Sell
4,767
-458
-9% -$102K 0.65% 28
2021
Q2 		$1.2M Buy
5,225
+284
+6% +$63.9K 0.73% 17
2021
Q1 		$1.09M Buy
4,941
+2,396
+94% +$523K 0.8% 13
2020
Q4 		$499K Sell
2,545
-1,071
-30% -$187K 0.41% 50
2020
Q3 		$542K Buy
+3,616
New +$544K 0.53% 40

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Newbridge Financial Services Group's IWM Position: Q1 2026 in Review

Newbridge Financial Services Group increased its iShares Russell 2000 ETF (IWM) stake by 1.9% in Q1 2026, buying an estimated $5.67K and bringing the position to 1,189 shares worth $295K. The position accounts for 0.05% of the portfolio, ranked #179.

Newbridge Financial Services Group first reported a position in IWM in Q3 2020 and has held it in 22 quarters since. The position peaked at $1.2M in Q2 2021. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Newbridge Financial Services Group held 1,189 shares of iShares Russell 2000 ETF worth $295K as of Q1 2026.
  • Newbridge Financial Services Group bought 22 iShares Russell 2000 ETF shares in Q1 2026, an estimated $5.67K.
  • iShares Russell 2000 ETF made up 0.05% of Newbridge Financial Services Group's portfolio in Q1 2026, its #179 holding.
  • Newbridge Financial Services Group first reported a position in iShares Russell 2000 ETF in Q3 2020 and has held it in 22 quarters since.
  • Newbridge Financial Services Group's iShares Russell 2000 ETF position peaked at $1.2M in Q2 2021.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Newbridge Financial Services Group's 13F filing for Q1 2026, filed 5 May 2026.