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NBC Securities’s iShares Russell 2000 ETF IWM Stock Holding History

NBC Securities’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 		$5.41M Buy
18,014
+167
+0.9% +$46.9K 0.37% 50
2026
Q1 		$4.43M Sell
17,847
-1,606
-8% -$414K 0.33% 63
2025
Q4 		$4.79M Buy
19,453
+4,073
+26% +$1M 0.36% 48
2025
Q3 		$3.72M Buy
15,380
+5,062
+49% +$1.16M 0.29% 74
2025
Q2 		$2.23M Sell
10,318
-18
-0.2% -$3.62K 0.18% 139
2025
Q1 		$2.06M Buy
10,336
+10,326
+103,260% +$2.24M 0.18% 122
2024
Q4 		$2.22K Sell
10
-10,920
-100% -$2.49M 0.2% 110
2024
Q3 		$2.41M Sell
10,930
-439
-4% -$93.9K 0.2% 106
2024
Q2 		$2.31M Buy
11,369
+194
+2% +$39.2K 0.21% 101
2024
Q1 		$2.35M Sell
11,175
-385
-3% -$76.8K 0.22% 98
2023
Q4 		$2.32M Buy
11,560
+333
+3% +$59.7K 0.23% 93
2023
Q3 		$1.98M Buy
+11,227
New +$2.11M 0.22% 100

Other funds holding IWM

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
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
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VWM
Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return
OE
OFS Enterprise Kearney, Nebraska $392M AUM

NBC Securities's IWM Position: Q2 2026 in Review

NBC Securities increased its iShares Russell 2000 ETF (IWM) stake by 0.94% in Q2 2026, buying an estimated $46.9K and bringing the position to 18,014 shares worth $5.41M. The position accounts for 0.37% of the portfolio, ranked #50.

NBC Securities first reported a position in IWM in Q3 2023 and has held it in 12 quarters since. 636 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • NBC Securities held 18,014 shares of iShares Russell 2000 ETF worth $5.41M as of Q2 2026.
  • NBC Securities bought 167 iShares Russell 2000 ETF shares in Q2 2026, an estimated $46.9K.
  • iShares Russell 2000 ETF made up 0.37% of NBC Securities's portfolio in Q2 2026, its #50 holding.
  • NBC Securities first reported a position in iShares Russell 2000 ETF in Q3 2023 and has held it in 12 quarters since.
  • 636 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on NBC Securities's 13F filing for Q2 2026, filed 21 Jul 2026.