National Philanthropic Trust’s iShares Russell 2000 ETF IWM Stock Holding History

National Philanthropic Trust’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	$100M	Buy	333,772 +7,213	+2%	+$2.03M	1.45%	15
2026 Q1	$81M	Buy	326,559 +11,944	+4%	+$3.08M	0.86%	18
2025 Q4	$77.4M	Buy	314,615 +47,919	+18%	+$11.8M	0.76%	18
2025 Q3	$64.5M	Sell	266,696 -20,959	-7%	-$4.81M	0.72%	20
2025 Q2	$62.1M	Buy	287,655 +15,332	+6%	+$3.09M	0.83%	19
2025 Q1	$54.3M	Sell	272,323 -2,476	-0.9%	-$537K	0.88%	17
2024 Q4	$60.7M	Buy	274,799 +37,483	+16%	+$8.55M	0.88%	18
2024 Q3	$52.4M	Buy	237,316 +2,384	+1%	+$510K	0.95%	15
2024 Q2	$47.7M	Buy	234,932 +11,352	+5%	+$2.29M	0.91%	15
2024 Q1	$47M	Sell	223,580 -1,338	-0.6%	-$267K	1.03%	14
2023 Q4	$45.1M	Buy	+224,918	New	+$40.3M	1.2%	12

Other funds holding IWM

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

National Philanthropic Trust's IWM Position: Q2 2026 in Review

National Philanthropic Trust increased its iShares Russell 2000 ETF (IWM) stake by 2.2% in Q2 2026, buying an estimated $2.03M and bringing the position to 333,772 shares worth $100M. The position accounts for 1.45% of the portfolio, ranked #15.

National Philanthropic Trust first reported a position in IWM in Q4 2023 and has held it in 11 quarters since. 2,634 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

National Philanthropic Trust held 333,772 shares of iShares Russell 2000 ETF worth $100M as of Q2 2026.
National Philanthropic Trust bought 7,213 iShares Russell 2000 ETF shares in Q2 2026, an estimated $2.03M.
iShares Russell 2000 ETF made up 1.45% of National Philanthropic Trust's portfolio in Q2 2026, its #15 holding.
National Philanthropic Trust first reported a position in iShares Russell 2000 ETF in Q4 2023 and has held it in 11 quarters since.
2,634 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on National Philanthropic Trust's 13F filing for Q2 2026, filed 14 Aug 2026.