Narus Financial Partners’s iShares Russell 2000 ETF IWM Stock Holding History

Narus Financial Partners’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	$1.14M	Sell	3,804 -39	-1%	-$11K	0.29%	61
2026 Q1	$953K	Sell	3,843 -35	-0.9%	-$9.03K	0.25%	63
2025 Q4	$955K	Hold	3,878	–	–	0.26%	61
2025 Q3	$938K	Buy	3,878 +10	+0.3%	+$2.29K	0.26%	64
2025 Q2	$835K	Sell	3,868 -375	-9%	-$75.5K	0.26%	62
2025 Q1	$846K	Sell	4,243 -290	-6%	-$62.9K	0.29%	58
2024 Q4	$1M	Sell	4,533 -830	-15%	-$189K	0.34%	53
2024 Q3	$1.18M	Buy	5,363 +1,158	+28%	+$248K	0.42%	47
2024 Q2	$853K	Buy	4,205 +25	+0.6%	+$5.05K	0.34%	57
2024 Q1	$879K	Hold	4,180	–	–	0.38%	57
2023 Q4	$839K	Buy	4,180 +41	+1%	+$7.34K	0.4%	55
2023 Q3	$732K	Buy	4,139 +58	+1%	+$10.9K	0.38%	49
2023 Q2	$764K	Hold	4,081	–	–	0.39%	49
2023 Q1	$728K	Hold	4,081	–	–	0.39%	47
2022 Q4	$712K	Sell	4,081 -436	-10%	-$77.5K	0.41%	41
2022 Q3	$745K	Hold	4,517	–	–	0.47%	37
2022 Q2	$765K	Sell	4,517 -308	-6%	-$56.8K	0.49%	39
2022 Q1	$990K	Buy	+4,825	New	+$984K	0.55%	32
2021 Q1	$684K	Buy	+3,094	New	+$676K	0.41%	38
2019 Q4	$261K	Hold	1,577	–	–	0.18%	62
2019 Q3	$239K	Hold	1,577	–	–	0.18%	61
2019 Q2	$245K	Buy	+1,577	New	+$243K	0.19%	61
2017 Q3	$547K	Hold	3,689	–	–	0.48%	30
2017 Q2	$520K	Hold	3,689	–	–	0.48%	29
2017 Q1	$507K	Hold	3,689	–	–	0.49%	30
2016 Q4	$497K	Buy	+3,689	New	+$471K	0.52%	29

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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 Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Narus Financial Partners's IWM Position: Q2 2026 in Review

Narus Financial Partners reduced its iShares Russell 2000 ETF (IWM) stake by 1% in Q2 2026, selling an estimated $11K and leaving 3,804 shares worth $1.14M. The position accounts for 0.29% of the portfolio, ranked #61.

Narus Financial Partners first reported a position in IWM in Q4 2016 and has held it in 26 quarters since. The position peaked at $1.18M in Q3 2024. 2,725 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Narus Financial Partners held 3,804 shares of iShares Russell 2000 ETF worth $1.14M as of Q2 2026.
Narus Financial Partners sold 39 iShares Russell 2000 ETF shares in Q2 2026, an estimated $11K.
iShares Russell 2000 ETF made up 0.29% of Narus Financial Partners's portfolio in Q2 2026, its #61 holding.
Narus Financial Partners first reported a position in iShares Russell 2000 ETF in Q4 2016 and has held it in 26 quarters since.
Narus Financial Partners's iShares Russell 2000 ETF position peaked at $1.18M in Q3 2024.
2,725 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Narus Financial Partners's 13F filing for Q2 2026, filed 31 Jul 2026.