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WealthBridge Capital Management’s iShares Russell 2000 ETF IWM Stock Holding History

WealthBridge Capital 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
Q1 		$3.85M Sell
15,539
-3,596
-19% -$928K 0.89% 27
2025
Q4 		$4.71M Sell
19,135
-383
-2% -$94.2K 1.07% 23
2025
Q3 		$4.72M Buy
19,518
+3,629
+23% +$833K 1.11% 20
2025
Q2 		$3.43M Sell
15,889
-1,957
-11% -$394K 0.87% 26
2025
Q1 		$3.56M Sell
17,846
-293
-2% -$63.6K 1.01% 23
2024
Q4 		$4.01M Buy
18,139
+651
+4% +$148K 1.11% 23
2024
Q3 		$3.86M Buy
17,488
+745
+4% +$159K 1.1% 23
2024
Q2 		$3.4M Sell
16,743
-4,453
-21% -$900K 1.12% 22
2024
Q1 		$4.46M Sell
21,196
-42
-0.2% -$8.38K 1.5% 16
2023
Q4 		$4.26M Sell
21,238
-545
-3% -$97.6K 1.6% 16
2023
Q3 		$3.85M Buy
21,783
+5,578
+34% +$1.05M 1.59% 15
2023
Q2 		$3.03M Buy
16,205
+261
+2% +$46.5K 1.21% 21
2023
Q1 		$2.84M Sell
15,944
-91
-0.6% -$16.8K 1.13% 22
2022
Q4 		$2.8M Buy
16,035
+93
+0.6% +$16.5K 1.17% 20
2022
Q3 		$2.7M Hold
15,942
– – 1.15% 20
2022
Q2 		$2.7M Buy
15,942
+833
+6% +$154K 1.15% 20
2022
Q1 		$3.1M Sell
15,109
-4
-0% -$816 1.16% 21
2021
Q4 		$3.36M Sell
15,113
-3,975
-21% -$898K 1.25% 20
2021
Q3 		$4.18M Buy
19,088
+4,497
+31% +$997K 1.56% 18
2021
Q2 		$3.35M Sell
14,591
-65
-0.4% -$14.6K 1.22% 22
2021
Q1 		$3.24M Sell
14,656
-217
-1% -$47.4K 1.32% 22
2020
Q4 		$2.92M Sell
14,873
-5,155
-26% -$902K 1.28% 22
2020
Q3 		$3M Sell
20,028
-530
-3% -$79.7K 1.54% 17
2020
Q2 		$2.94M Buy
20,558
+4,535
+28% +$595K 1.67% 15
2020
Q1 		$1.83M Sell
16,023
-5,094
-24% -$759K 1.27% 21
2019
Q4 		$3.5M Sell
21,117
-1,969
-9% -$311K 2.26% 9
2019
Q3 		$3.49M Sell
23,086
-385
-2% -$58.8K 2.52% 9
2019
Q2 		$3.14M Sell
23,471
-404
-2% -$62.3K 2.87% 7
2019
Q1 		$3.73M Buy
23,875
+404
+2% +$60.7K 2.37% 7
2018
Q4 		$3.14M Buy
+23,471
New +$3.5M 2.39% 7

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

WealthBridge Capital Management's IWM Position: Q1 2026 in Review

WealthBridge Capital Management reduced its iShares Russell 2000 ETF (IWM) stake by 19% in Q1 2026, selling an estimated $928K and leaving 15,539 shares worth $3.85M. The position accounts for 0.89% of the portfolio, ranked #27.

WealthBridge Capital Management first reported a position in IWM in Q4 2018 and has held it in 30 quarters since. The position peaked at $4.72M in Q3 2025. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • WealthBridge Capital Management held 15,539 shares of iShares Russell 2000 ETF worth $3.85M as of Q1 2026.
  • WealthBridge Capital Management sold 3,596 iShares Russell 2000 ETF shares in Q1 2026, an estimated $928K.
  • iShares Russell 2000 ETF made up 0.89% of WealthBridge Capital Management's portfolio in Q1 2026, its #27 holding.
  • WealthBridge Capital Management first reported a position in iShares Russell 2000 ETF in Q4 2018 and has held it in 30 quarters since.
  • WealthBridge Capital Management's iShares Russell 2000 ETF position peaked at $4.72M in Q3 2025.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on WealthBridge Capital Management's 13F filing for Q1 2026, filed 17 Apr 2026.