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Natural Investments’s iShares Russell 2000 ETF IWM Stock Holding History

Natural Investments’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 		$703K Buy
2,342
+855
+57% +$240K 0.15% 123
2026
Q1 		$368K Sell
1,487
-208
-12% -$53.7K 0.09% 195
2025
Q4 		$417K Buy
+1,695
New +$417K 0.1% 174
2025
Q3 		– Sell
-1,695
Closed -$365K – 265
2025
Q2 		$365K Buy
1,695
+265
+19% +$53.3K 0.09% 178
2025
Q1 		$285K Sell
1,430
-177
-11% -$38.4K 0.08% 193
2024
Q4 		$355K Buy
+1,607
New +$366K 0.1% 177

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Treasurer of the State of North Carolina
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
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Natural Investments's IWM Position: Q2 2026 in Review

Natural Investments increased its iShares Russell 2000 ETF (IWM) stake by 57% in Q2 2026, buying an estimated $240K and bringing the position to 2,342 shares worth $703K. The position accounts for 0.15% of the portfolio, ranked #123.

Natural Investments first reported a position in IWM in Q4 2024 and has held it in 6 quarters since. 2,740 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Natural Investments held 2,342 shares of iShares Russell 2000 ETF worth $703K as of Q2 2026.
  • Natural Investments bought 855 iShares Russell 2000 ETF shares in Q2 2026, an estimated $240K.
  • iShares Russell 2000 ETF made up 0.15% of Natural Investments's portfolio in Q2 2026, its #123 holding.
  • Natural Investments first reported a position in iShares Russell 2000 ETF in Q4 2024 and has held it in 6 quarters since.
  • 2,740 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Natural Investments's 13F filing for Q2 2026, filed 31 Jul 2026.