NBW Capital’s iShares Russell 2000 ETF IWM Stock Holding History

NBW Capital’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
2025 Q2	$1.24M	Buy	5,759 +1,547	+37%	+$311K	0.27%	68
2025 Q1	$840K	Sell	4,212 -1,573	-27%	-$341K	0.19%	72
2024 Q4	$1.28M	Buy	5,785 +230	+4%	+$52.4K	0.24%	73
2024 Q3	$1.23M	Buy	5,555 +1,091	+24%	+$233K	0.23%	69
2024 Q2	$906K	Buy	4,464 +796	+22%	+$161K	0.18%	73
2024 Q1	$771K	Buy	3,668 +2,373	+183%	+$473K	0.16%	70
2023 Q4	$260K	Buy	+1,295	New	+$232K	0.06%	86
2022 Q4	–	Sell	-19,761	Closed	-$3.26M	–	106
2022 Q3	$3.26M	Sell	19,761 -196	-1%	-$35.7K	0.87%	52
2022 Q2	$3.38M	Buy	+19,957	New	+$3.68M	0.93%	56
2015 Q4	–	Sell	-54,456	Closed	-$5.95M	–	78
2015 Q3	$5.95M	Sell	54,456 -107,426	-66%	-$12.7M	1.76%	28
2015 Q2	$20.2M	Sell	161,882 -1,151	-0.7%	-$144K	4.66%	1
2015 Q1	$20.3M	Buy	+163,033	New	+$19.7M	4.55%	2

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return

NBW Capital's IWM Position: Q2 2025 in Review

NBW Capital increased its iShares Russell 2000 ETF (IWM) stake by 37% in Q2 2025, buying an estimated $311K and bringing the position to 5,759 shares worth $1.24M. The position accounts for 0.27% of the portfolio, ranked #68.

NBW Capital first reported a position in IWM in Q1 2015 and has held it in 12 quarters since. The position peaked at $20.3M in Q1 2015. 2,363 funds tracked by Wall St. Rank hold IWM as of Q2 2025.

NBW Capital held 5,759 shares of iShares Russell 2000 ETF worth $1.24M as of Q2 2025.
NBW Capital bought 1,547 iShares Russell 2000 ETF shares in Q2 2025, an estimated $311K.
iShares Russell 2000 ETF made up 0.27% of NBW Capital's portfolio in Q2 2025, its #68 holding.
NBW Capital first reported a position in iShares Russell 2000 ETF in Q1 2015 and has held it in 12 quarters since.
NBW Capital's iShares Russell 2000 ETF position peaked at $20.3M in Q1 2015.
2,363 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2025.

Based on NBW Capital's 13F filing for Q2 2025, filed 13 Aug 2025.