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Nestegg Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Nestegg 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
Q2 		$339K Sell
1,128
-11
-1% -$3.09K 0.24% 38
2026
Q1 		$283K Sell
1,139
-11
-1% -$2.84K 0.25% 42
2025
Q4 		$283K Buy
1,150
+88
+8% +$21.6K 0.24% 44
2025
Q3 		$257K Sell
1,062
-127
-11% -$29.1K 0.23% 44
2025
Q2 		$257K Buy
1,189
+3
+0.3% +$604 0.25% 39
2025
Q1 		$237K Buy
1,186
+3
+0.3% +$651 0.25% 38
2024
Q4 		$268K Buy
+1,183
New +$270K 0.27% 36

Other funds holding IWM

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
OE
OFS Enterprise Kearney, Nebraska $392M AUM
EWM
Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Nestegg Advisors's IWM Position: Q2 2026 in Review

Nestegg Advisors reduced its iShares Russell 2000 ETF (IWM) stake by 0.97% in Q2 2026, selling an estimated $3.09K and leaving 1,128 shares worth $339K. The position accounts for 0.24% of the portfolio, ranked #38.

Nestegg Advisors first reported a position in IWM in Q4 2024 and has held it in 7 quarters since. 526 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Nestegg Advisors held 1,128 shares of iShares Russell 2000 ETF worth $339K as of Q2 2026.
  • Nestegg Advisors sold 11 iShares Russell 2000 ETF shares in Q2 2026, an estimated $3.09K.
  • iShares Russell 2000 ETF made up 0.24% of Nestegg Advisors's portfolio in Q2 2026, its #38 holding.
  • Nestegg Advisors first reported a position in iShares Russell 2000 ETF in Q4 2024 and has held it in 7 quarters since.
  • 526 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Nestegg Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.