NFG
IWM icon

Nations Financial Group’s iShares Russell 2000 ETF IWM Stock Holding History

Nations Financial Group’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 		$3.06M Buy
10,182
+61
+0.6% +$17.1K 0.15% 158
2026
Q1 		$2.51M Buy
10,121
+314
+3% +$81K 0.13% 187
2025
Q4 		$2.41M Buy
9,807
+7,650
+355% +$1.88M 0.13% 185
2025
Q3 		$522K Sell
2,157
-925
-30% -$212K 0.03% 477
2025
Q2 		$665K Sell
3,082
-589
-16% -$119K 0.05% 391
2025
Q1 		$733K Sell
3,671
-640
-15% -$139K 0.06% 337
2024
Q4 		$953K Buy
4,311
+258
+6% +$58.8K 0.07% 285
2024
Q3 		$895K Buy
4,053
+316
+8% +$67.6K 0.07% 304
2024
Q2 		$758K Sell
3,737
-721
-16% -$146K 0.06% 313
2024
Q1 		$938K Buy
4,458
+252
+6% +$50.3K 0.08% 268
2023
Q4 		$844K Sell
4,206
-1,762
-30% -$316K 0.08% 270
2023
Q3 		$1.05M Buy
5,968
+101
+2% +$19K 0.11% 221
2023
Q2 		$1.1M Buy
5,867
+49
+0.8% +$8.74K 0.11% 222
2023
Q1 		$1.04M Buy
5,818
+754
+15% +$139K 0.11% 219
2022
Q4 		$883K Buy
5,064
+954
+23% +$170K 0.1% 240
2022
Q3 		$678K Buy
4,110
+369
+10% +$67.3K 0.1% 226
2022
Q2 		$634K Sell
3,741
-135
-3% -$24.9K 0.09% 255
2022
Q1 		$796K Buy
3,876
+83
+2% +$16.9K 0.1% 234
2021
Q4 		$844K Buy
3,793
+158
+4% +$35.7K 0.11% 193
2021
Q3 		$795K Buy
3,635
+136
+4% +$30.1K 0.12% 195
2021
Q2 		$803K Sell
3,499
-308
-8% -$69.2K 0.13% 188
2021
Q1 		$841K Buy
3,807
+544
+17% +$119K 0.19% 142
2020
Q4 		$640K Buy
3,263
+917
+39% +$160K 0.17% 162
2020
Q3 		$351K Sell
2,346
-45
-2% -$6.77K 0.11% 215
2020
Q2 		$342K Buy
2,391
+206
+9% +$27K 0.12% 198
2020
Q1 		$250K Sell
2,185
-81
-4% -$12.1K 0.11% 221
2019
Q4 		$375K Buy
2,266
+80
+4% +$12.6K 0.13% 198
2019
Q3 		$340K Buy
2,186
+136
+7% +$20.8K 0.12% 210
2019
Q2 		$319K Buy
2,050
+253
+14% +$39K 0.21% 128
2019
Q1 		$275K Buy
1,797
+173
+11% +$26K 0.19% 137
2018
Q4 		$217K Buy
1,624
+82
+5% +$12.2K 0.17% 146
2018
Q3 		$260K Buy
+1,542
New +$260K 0.19% 141

Other funds holding IWM

CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return

Nations Financial Group's IWM Position: Q2 2026 in Review

Nations Financial Group increased its iShares Russell 2000 ETF (IWM) stake by 0.6% in Q2 2026, buying an estimated $17.1K and bringing the position to 10,182 shares worth $3.06M. The position accounts for 0.15% of the portfolio, ranked #158.

Nations Financial Group first reported a position in IWM in Q3 2018 and has held it in 32 quarters since. 861 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Nations Financial Group held 10,182 shares of iShares Russell 2000 ETF worth $3.06M as of Q2 2026.
  • Nations Financial Group bought 61 iShares Russell 2000 ETF shares in Q2 2026, an estimated $17.1K.
  • iShares Russell 2000 ETF made up 0.15% of Nations Financial Group's portfolio in Q2 2026, its #158 holding.
  • Nations Financial Group first reported a position in iShares Russell 2000 ETF in Q3 2018 and has held it in 32 quarters since.
  • 861 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.