WealthBridge Capital Management
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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
Q3 		$4.22M Sell
15,183
-142
-0.9% -$41.7K 0.82% 26
2026
Q2 		$4.6M Sell
15,325
-214
-1% -$60.1K 0.92% 26
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

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
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

WealthBridge Capital Management's IWM Position: Q3 2026 in Review

WealthBridge Capital Management reduced its iShares Russell 2000 ETF (IWM) stake by 0.93% in Q3 2026, selling an estimated $41.7K and leaving 15,183 shares worth $4.22M. The position accounts for 0.82% of the portfolio, ranked #26.

WealthBridge Capital Management first reported a position in IWM in Q4 2018 and has held it in 32 quarters since. The position peaked at $4.72M in Q3 2025. 1,912 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

  • WealthBridge Capital Management held 15,183 shares of iShares Russell 2000 ETF worth $4.22M as of Q3 2026.
  • WealthBridge Capital Management sold 142 iShares Russell 2000 ETF shares in Q3 2026, an estimated $41.7K.
  • iShares Russell 2000 ETF made up 0.82% of WealthBridge Capital Management's portfolio in Q3 2026, its #26 holding.
  • WealthBridge Capital Management first reported a position in iShares Russell 2000 ETF in Q4 2018 and has held it in 32 quarters since.
  • WealthBridge Capital Management's iShares Russell 2000 ETF position peaked at $4.72M in Q3 2025.
  • 1,912 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on WealthBridge Capital Management's 13F filing for Q3 2026, filed 16 Oct 2026.