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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
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 $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Natural Investments's IWM Position: Q1 2026 in Review

Natural Investments reduced its iShares Russell 2000 ETF (IWM) stake by 12% in Q1 2026, selling an estimated $53.7K and leaving 1,487 shares worth $368K. The position accounts for 0.09% of the portfolio, ranked #195.

Natural Investments first reported a position in IWM in Q4 2024 and has held it in 5 quarters since. The position peaked at $417K in Q4 2025. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Natural Investments held 1,487 shares of iShares Russell 2000 ETF worth $368K as of Q1 2026.
  • Natural Investments sold 208 iShares Russell 2000 ETF shares in Q1 2026, an estimated $53.7K.
  • iShares Russell 2000 ETF made up 0.09% of Natural Investments's portfolio in Q1 2026, its #195 holding.
  • Natural Investments first reported a position in iShares Russell 2000 ETF in Q4 2024 and has held it in 5 quarters since.
  • Natural Investments's iShares Russell 2000 ETF position peaked at $417K in Q4 2025.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Natural Investments's 13F filing for Q1 2026, filed 1 May 2026.