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Onyx Bridge Wealth Group’s iShares Russell 2000 ETF IWM Stock Holding History

Onyx Bridge Wealth 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
Q2 		$822K Sell
2,736
-977
-26% -$275K 0.07% 178
2026
Q1 		$921K Sell
3,713
-95
-2% -$24.5K 0.1% 149
2025
Q4 		$937K Sell
3,808
-321
-8% -$78.9K 0.1% 146
2025
Q3 		$999K Buy
4,129
+3,119
+309% +$716K 0.11% 141
2025
Q2 		$218K Sell
1,010
-141
-12% -$28.4K 0.03% 274
2025
Q1 		$230K Sell
1,151
-142
-11% -$30.8K 0.03% 246
2024
Q4 		$286K Buy
1,293
+100
+8% +$22.8K 0.04% 216
2024
Q3 		$264K Sell
1,193
-49
-4% -$10.5K 0.04% 226
2024
Q2 		$252K Hold
1,242
– – 0.04% 218
2024
Q1 		$246K Sell
1,242
-420
-25% -$83.8K 0.04% 217
2023
Q4 		$334K Buy
1,662
+95
+6% +$17K 0.07% 177
2023
Q3 		$277K Sell
1,567
-59
-4% -$11.1K 0.06% 186
2023
Q2 		$305K Buy
+1,626
New +$290K 0.07% 171

Other funds holding IWM

CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

Onyx Bridge Wealth Group's IWM Position: Q2 2026 in Review

Onyx Bridge Wealth Group reduced its iShares Russell 2000 ETF (IWM) stake by 26% in Q2 2026, selling an estimated $275K and leaving 2,736 shares worth $822K. The position accounts for 0.07% of the portfolio, ranked #178.

Onyx Bridge Wealth Group first reported a position in IWM in Q2 2023 and has held it in 13 quarters since. The position peaked at $999K in Q3 2025. 1,115 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Onyx Bridge Wealth Group held 2,736 shares of iShares Russell 2000 ETF worth $822K as of Q2 2026.
  • Onyx Bridge Wealth Group sold 977 iShares Russell 2000 ETF shares in Q2 2026, an estimated $275K.
  • iShares Russell 2000 ETF made up 0.07% of Onyx Bridge Wealth Group's portfolio in Q2 2026, its #178 holding.
  • Onyx Bridge Wealth Group first reported a position in iShares Russell 2000 ETF in Q2 2023 and has held it in 13 quarters since.
  • Onyx Bridge Wealth Group's iShares Russell 2000 ETF position peaked at $999K in Q3 2025.
  • 1,115 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Onyx Bridge Wealth Group's 13F filing for Q2 2026, filed 23 Jul 2026.