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NEPC LLC’s iShares Russell 2000 ETF IWM Stock Holding History

NEPC LLC’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 		$12.6M Buy
50,924
+78
+0.2% +$20.1K 0.25% 27
2025
Q4 		$12.5M Buy
50,846
+149
+0.3% +$36.6K 0.27% 25
2025
Q3 		$12.3M Buy
50,697
+5,933
+13% +$1.36M 0.32% 28
2025
Q2 		$9.66M Hold
44,764
– – 0.24% 31
2025
Q1 		$8.93M Hold
44,764
– – 0.25% 27
2024
Q4 		$9.89M Hold
44,764
– – 0.27% 27
2024
Q3 		$9.89M Buy
44,764
+5,465
+14% +$1.17M 0.3% 27
2024
Q2 		$7.97M Hold
39,299
– – 0.26% 29
2024
Q1 		$8.26M Hold
39,299
– – 0.28% 28
2023
Q4 		$7.89M Hold
39,299
– – 0.44% 24
2023
Q3 		$6.95M Hold
39,299
– – 0.44% 26
2023
Q2 		$7.36M Hold
39,299
– – 0.87% 10
2023
Q1 		$7.01M Hold
39,299
– – 2.13% 7
2022
Q4 		$6.85M Hold
39,299
– – 1.64% 8
2022
Q3 		$6.48M Hold
39,299
– – 0.88% 9
2022
Q2 		$6.66M Hold
39,299
– – 0.95% 8
2022
Q1 		$8.07M Hold
39,299
– – 5.46% 5
2021
Q4 		$8.74M Buy
39,299
+11,960
+44% +$2.7M 4.95% 6
2021
Q3 		$5.98M Sell
27,339
-85,500
-76% -$19M 1.75% 19
2021
Q2 		$25.9M Buy
112,839
+86,590
+330% +$19.5M 3.63% 7
2021
Q1 		$5.8M Hold
26,249
– – 2.16% 18
2020
Q4 		$5.15M Buy
26,249
+1,449
+6% +$254K 2.95% 12
2020
Q3 		$3.71M Sell
24,800
-78,707
-76% -$11.8M 2.59% 11
2020
Q2 		$14.8M Buy
103,507
+80,165
+343% +$10.5M 8.85% 4
2020
Q1 		$2.67M Hold
23,342
– – 1.47% 17
2019
Q4 		$3.87M Buy
+23,342
New +$3.69M 1.97% 12

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 $6.73T AUM 46.02% 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

NEPC LLC's IWM Position: Q1 2026 in Review

NEPC LLC increased its iShares Russell 2000 ETF (IWM) stake by 0.15% in Q1 2026, buying an estimated $20.1K and bringing the position to 50,924 shares worth $12.6M. The position accounts for 0.25% of the portfolio, ranked #27.

NEPC LLC first reported a position in IWM in Q4 2019 and has held it in 26 quarters since. The position peaked at $25.9M in Q2 2021. 2,574 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • NEPC LLC held 50,924 shares of iShares Russell 2000 ETF worth $12.6M as of Q1 2026.
  • NEPC LLC bought 78 iShares Russell 2000 ETF shares in Q1 2026, an estimated $20.1K.
  • iShares Russell 2000 ETF made up 0.25% of NEPC LLC's portfolio in Q1 2026, its #27 holding.
  • NEPC LLC first reported a position in iShares Russell 2000 ETF in Q4 2019 and has held it in 26 quarters since.
  • NEPC LLC's iShares Russell 2000 ETF position peaked at $25.9M in Q2 2021.
  • 2,574 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on NEPC LLC's 13F filing for Q1 2026, filed 15 May 2026.