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New Century Financial Group’s iShares Russell 2000 ETF IWM Stock Holding History

New Century Financial Group’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
-1,277
Closed -$255K – 130
2025
Q1 		$255K Sell
1,277
-1,192
-48% -$259K 0.29% 107
2024
Q4 		$554K Sell
2,469
-3,936
-61% -$897K 0.24% 125
2024
Q3 		$1.41M Sell
6,405
-67
-1% -$14.3K 0.52% 42
2024
Q2 		$1.31M Buy
+6,472
New +$1.31M 0.56% 37

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return

New Century Financial Group's IWM Position: Q2 2025 in Review

New Century Financial Group sold out of iShares Russell 2000 ETF (IWM) in Q2 2025, closing a stake of 1,277 shares — an estimated $255K sold.

New Century Financial Group first reported a position in IWM in Q2 2024 and held it in 4 quarters. The position peaked at $1.41M in Q3 2024. 2,362 funds tracked by Wall St. Rank hold IWM as of Q2 2025.

  • New Century Financial Group reported no remaining iShares Russell 2000 ETF position as of Q2 2025 after selling out during the quarter.
  • New Century Financial Group sold 1,277 iShares Russell 2000 ETF shares in Q2 2025, an estimated $255K.
  • New Century Financial Group first reported a position in iShares Russell 2000 ETF in Q2 2024 and held it in 4 quarters.
  • New Century Financial Group's iShares Russell 2000 ETF position peaked at $1.41M in Q3 2024.
  • 2,362 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2025.

Based on New Century Financial Group's 13F filing for Q2 2025, filed 21 Jul 2025.