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Rockbridge Investment Management’s iShares Russell 2000 ETF IWM Stock Holding History

Rockbridge Investment Management’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 		$828K Sell
2,755
-51
-2% -$14.3K 0.07% 76
2026
Q1 		$696K Buy
2,806
+339
+14% +$87.4K 0.06% 81
2025
Q4 		$607K Sell
2,467
-1,214
-33% -$298K 0.06% 82
2025
Q3 		$891K Sell
3,681
-382
-9% -$87.7K 0.09% 67
2025
Q2 		$877K Hold
4,063
– – 0.09% 65
2025
Q1 		$811K Hold
4,063
– – 0.1% 64
2024
Q4 		$898K Buy
4,063
+655
+19% +$149K 0.12% 64
2024
Q3 		$753K Buy
3,408
+1,225
+56% +$262K 0.1% 64
2024
Q2 		$443K Buy
2,183
+500
+30% +$101K 0.06% 83
2024
Q1 		$354K Buy
1,683
+10
+0.6% +$2K 0.05% 92
2023
Q4 		$336K Buy
1,673
+15
+0.9% +$2.69K 0.05% 88
2023
Q3 		$293K Buy
1,658
+35
+2% +$6.57K 0.05% 89
2023
Q2 		$304K Buy
1,623
+55
+4% +$9.81K 0.05% 89
2023
Q1 		$280K Sell
1,568
-10
-0.6% -$1.84K 0.05% 89
2022
Q4 		$275K Hold
1,578
– – 0.06% 87
2022
Q3 		$260K Buy
1,578
+10
+0.6% +$1.82K 0.06% 83
2022
Q2 		$266K Sell
1,568
-2,011
-56% -$371K 0.06% 87
2022
Q1 		$743K Buy
3,579
+1
+0% +$204 0.11% 78
2021
Q4 		$796K Buy
3,578
+378
+12% +$85.4K 0.12% 83
2021
Q3 		$700K Sell
3,200
-3
-0.1% -$665 0.12% 80
2021
Q2 		$735K Buy
3,203
+1,241
+63% +$279K 0.12% 77
2021
Q1 		$433K Sell
1,962
-476
-20% -$104K 0.08% 99
2020
Q4 		$478K Buy
2,438
+201
+9% +$35.2K 0.1% 91
2020
Q3 		$335K Buy
2,237
+365
+19% +$54.9K 0.08% 104
2020
Q2 		$268K Buy
+1,872
New +$246K 0.07% 107

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Treasurer of the State of North Carolina
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
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Rockbridge Investment Management's IWM Position: Q2 2026 in Review

Rockbridge Investment Management reduced its iShares Russell 2000 ETF (IWM) stake by 1.8% in Q2 2026, selling an estimated $14.3K and leaving 2,755 shares worth $828K. The position accounts for 0.07% of the portfolio, ranked #76.

Rockbridge Investment Management first reported a position in IWM in Q2 2020 and has held it in 25 quarters since. The position peaked at $898K in Q4 2024. 2,725 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Rockbridge Investment Management held 2,755 shares of iShares Russell 2000 ETF worth $828K as of Q2 2026.
  • Rockbridge Investment Management sold 51 iShares Russell 2000 ETF shares in Q2 2026, an estimated $14.3K.
  • iShares Russell 2000 ETF made up 0.07% of Rockbridge Investment Management's portfolio in Q2 2026, its #76 holding.
  • Rockbridge Investment Management first reported a position in iShares Russell 2000 ETF in Q2 2020 and has held it in 25 quarters since.
  • Rockbridge Investment Management's iShares Russell 2000 ETF position peaked at $898K in Q4 2024.
  • 2,725 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Rockbridge Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.