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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
2026
Q1 		– Sell
-1,200
Closed -$295K – 74
2025
Q4 		$295K Hold
1,200
– – 0.13% 43
2025
Q3 		$290K Hold
1,200
– – 0.15% 39
2025
Q2 		$259K Hold
1,200
– – 0.15% 43
2025
Q1 		$239K Hold
1,200
– – 0.14% 44
2024
Q4 		$265K Buy
+1,200
New +$274K 0.15% 37

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 $303B AUM 53.02% 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

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.