NBZ Investment Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

NBZ Investment Advisors’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	–	Sell	-122	Closed	-$24.6K	–	64
2025 Q1	$24.3K	Buy	122 +106	+663%	+$23K	0.01%	62
2024 Q4	$3.54K	Buy	+16	New	+$3.65K	﹤0.01%	61

Other funds holding IWM

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

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

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

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

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

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

NBZ Investment Advisors's IWM Position: Q2 2025 in Review

NBZ Investment Advisors sold out of iShares Russell 2000 ETF (IWM) in Q2 2025, closing a stake of 122 shares — an estimated $24.6K sold.

NBZ Investment Advisors first reported a position in IWM in Q4 2024 and held it in 2 quarters. The position peaked at $24.3K in Q1 2025. 2,363 funds tracked by Wall St. Rank hold IWM as of Q2 2025.

NBZ Investment Advisors reported no remaining iShares Russell 2000 ETF position as of Q2 2025 after selling out during the quarter.
NBZ Investment Advisors sold 122 iShares Russell 2000 ETF shares in Q2 2025, an estimated $24.6K.
NBZ Investment Advisors first reported a position in iShares Russell 2000 ETF in Q4 2024 and held it in 2 quarters.
NBZ Investment Advisors's iShares Russell 2000 ETF position peaked at $24.3K in Q1 2025.
2,363 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2025.

Based on NBZ Investment Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.