N.E.W. Advisory Services’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
Other funds holding IWM
N.E.W. Advisory Services's IWM Position: Q2 2026 in Review
N.E.W. Advisory Services increased its iShares Russell 2000 ETF (IWM) stake by 30% in Q2 2026, buying an estimated $18.8K and bringing the position to 288 shares worth $86.5K. The position accounts for 0.01% of the portfolio, ranked #309.
N.E.W. Advisory Services first reported a position in IWM in Q1 2025 and has held it in 4 quarters since. 2,730 funds tracked by Wall St. Rank hold IWM as of Q2 2026.
- N.E.W. Advisory Services held 288 shares of iShares Russell 2000 ETF worth $86.5K as of Q2 2026.
- N.E.W. Advisory Services bought 67 iShares Russell 2000 ETF shares in Q2 2026, an estimated $18.8K.
- iShares Russell 2000 ETF made up 0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #309 holding.
- N.E.W. Advisory Services first reported a position in iShares Russell 2000 ETF in Q1 2025 and has held it in 4 quarters since.
- 2,730 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.
Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.