Onyx Bridge Wealth Group
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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
Q3 		$726K Sell
2,614
-122
-4% -$35.8K 0.06% 193
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

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
HRT Financial
HRT Financial New York $57.2B AUM 52.85% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Onyx Bridge Wealth Group's IWM Position: Q3 2026 in Review

Onyx Bridge Wealth Group reduced its iShares Russell 2000 ETF (IWM) stake by 4.5% in Q3 2026, selling an estimated $35.8K and leaving 2,614 shares worth $726K. The position accounts for 0.06% of the portfolio, ranked #193.

Onyx Bridge Wealth Group first reported a position in IWM in Q2 2023 and has held it in 14 quarters since. The position peaked at $999K in Q3 2025. 2,328 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

  • Onyx Bridge Wealth Group held 2,614 shares of iShares Russell 2000 ETF worth $726K as of Q3 2026.
  • Onyx Bridge Wealth Group sold 122 iShares Russell 2000 ETF shares in Q3 2026, an estimated $35.8K.
  • iShares Russell 2000 ETF made up 0.06% of Onyx Bridge Wealth Group's portfolio in Q3 2026, its #193 holding.
  • Onyx Bridge Wealth Group first reported a position in iShares Russell 2000 ETF in Q2 2023 and has held it in 14 quarters since.
  • Onyx Bridge Wealth Group's iShares Russell 2000 ETF position peaked at $999K in Q3 2025.
  • 2,328 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on Onyx Bridge Wealth Group's 13F filing for Q3 2026, filed 16 Oct 2026.