New England Capital Financial Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

New England Capital Financial 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	$6.01K	Hold	20	–	–	﹤0.01%	305
2026 Q1	$4.96K	Hold	20	–	–	﹤0.01%	310
2025 Q4	$4.92K	Hold	20	–	–	﹤0.01%	315
2025 Q3	$4.84K	Hold	20	–	–	﹤0.01%	312
2025 Q2	$4.32K	Buy	+20	New	+$4.03K	﹤0.01%	315
2025 Q1	–	Sell	-453	Closed	-$100K	–	410
2024 Q4	$100K	Buy	453 +1	+0.2%	+$228	0.05%	82
2024 Q3	$99.8K	Buy	452 +2	+0.4%	+$428	0.05%	79
2024 Q2	$91.3K	Buy	450 +1	+0.2%	+$202	0.05%	79
2024 Q1	$94.4K	Buy	449 +1	+0.2%	+$199	0.05%	76
2023 Q4	$89.9K	Buy	448 +4	+0.9%	+$717	0.05%	79
2023 Q3	$78.5K	Hold	444	–	–	0.05%	82
2023 Q2	$83.1K	Buy	444 +1	+0.2%	+$178	0.05%	82
2023 Q1	$79K	Buy	443 +2	+0.5%	+$368	0.06%	83
2022 Q4	$81.6K	Buy	+441	New	+$78.4K	0.06%	84

Other funds holding IWM

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

AIA

Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return

New England Capital Financial Advisors's IWM Position: Q2 2026 in Review

New England Capital Financial Advisors held its iShares Russell 2000 ETF (IWM) position steady in Q2 2026 at 20 shares worth $6.01K. The position accounts for ﹤0.01% of the portfolio, ranked #305.

New England Capital Financial Advisors first reported a position in IWM in Q4 2022 and has held it in 14 quarters since. The position peaked at $100K in Q4 2024. 1,015 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

New England Capital Financial Advisors held 20 shares of iShares Russell 2000 ETF worth $6.01K as of Q2 2026.
New England Capital Financial Advisors left its iShares Russell 2000 ETF share count unchanged in Q2 2026.
iShares Russell 2000 ETF made up ﹤0.01% of New England Capital Financial Advisors's portfolio in Q2 2026, its #305 holding.
New England Capital Financial Advisors first reported a position in iShares Russell 2000 ETF in Q4 2022 and has held it in 14 quarters since.
New England Capital Financial Advisors's iShares Russell 2000 ETF position peaked at $100K in Q4 2024.
1,015 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on New England Capital Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.