New England Private Wealth Advisors’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $7.24M | Buy |
29,197
+41
| +0.1% | +$10.6K | 0.84% | 40 |
|
|
2025
Q4 | $7.18M | Buy |
29,156
+77
| +0.3% | +$18.9K | 0.89% | 37 |
|
|
2025
Q3 | $7.04M | Buy |
29,079
+63
| +0.2% | +$14.5K | 0.93% | 33 |
|
|
2025
Q2 | $6.43M | Buy |
29,016
+553
| +2% | +$111K | 0.94% | 32 |
|
|
2025
Q1 | $5.68M | Buy |
28,463
+70
| +0.2% | +$15.2K | 0.88% | 33 |
|
|
2024
Q4 | $6.27M | Buy |
28,393
+70
| +0.2% | +$16K | 0.99% | 33 |
|
|
2024
Q3 | $6.26M | Sell |
28,323
-310
| -1% | -$66.3K | 1.01% | 30 |
|
|
2024
Q2 | $5.81M | Buy |
28,633
+66
| +0.2% | +$13.3K | 1.01% | 31 |
|
|
2024
Q1 | $5.96M | Buy |
28,567
+58
| +0.2% | +$11.6K | 1.05% | 29 |
|
|
2023
Q4 | $5.72M | Buy |
28,509
+185
| +0.7% | +$33.1K | 1.06% | 28 |
|
|
2023
Q3 | $5.01M | Buy |
28,324
+161
| +0.6% | +$30.2K | 1.04% | 27 |
|
|
2023
Q2 | $5.27M | Buy |
28,163
+58
| +0.2% | +$10.3K | 1.07% | 28 |
|
|
2023
Q1 | $5.01M | Buy |
28,105
+80
| +0.3% | +$14.7K | 1.02% | 30 |
|
|
2022
Q4 | $4.89M | Sell |
28,025
-112
| -0.4% | -$19.9K | 1.04% | 29 |
|
|
2022
Q3 | $4.64M | Buy |
28,137
+185
| +0.7% | +$33.7K | 1.09% | 29 |
|
|
2022
Q2 | $5.74M | Sell |
27,952
-4
| -0% | -$737 | 1.05% | 26 |
|
|
2022
Q1 | $5.74M | Buy |
27,956
+44
| +0.2% | +$8.98K | 1.05% | 26 |
|
|
2021
Q4 | $6.21M | Buy |
27,912
+69
| +0.2% | +$15.6K | 1.08% | 24 |
|
|
2021
Q3 | $6.09M | Buy |
27,843
+104
| +0.4% | +$23.1K | 1.14% | 22 |
|
|
2021
Q2 | $6.36M | Buy |
27,739
+33
| +0.1% | +$7.42K | 1.21% | 21 |
|
|
2021
Q1 | $6.12M | Buy |
27,706
+40
| +0.1% | +$8.73K | 1.06% | 23 |
|
|
2020
Q4 | $5.42M | Buy |
27,666
+93
| +0.3% | +$16.3K | 1.19% | 19 |
|
|
2020
Q3 | $4.13M | Buy |
27,573
+87
| +0.3% | +$13.1K | 1.04% | 22 |
|
|
2020
Q2 | $3.91M | Sell |
27,486
-491
| -2% | -$64.4K | 1.07% | 22 |
|
|
2020
Q1 | $3.2M | Sell |
27,977
-1,929
| -6% | -$288K | 1.09% | 21 |
|
|
2019
Q4 | $4.95M | Buy |
29,906
+86
| +0.3% | +$13.6K | 1.29% | 20 |
|
|
2019
Q3 | $4.51M | Buy |
29,820
+84
| +0.3% | +$12.8K | 1.1% | 22 |
|
|
2019
Q2 | $4.62M | Buy |
29,736
+81
| +0.3% | +$12.5K | 1.12% | 22 |
|
|
2019
Q1 | $4.54M | Buy |
29,655
+64
| +0.2% | +$9.62K | 1.18% | 21 |
|
|
2018
Q4 | $3.96M | Sell |
29,591
-1,790
| -6% | -$267K | 1.16% | 23 |
|
|
2018
Q3 | $5.29M | Buy |
31,381
+88
| +0.3% | +$14.9K | 1.41% | 19 |
|
|
2018
Q2 | $5.13M | Buy |
31,293
+184
| +0.6% | +$29.4K | 1.44% | 18 |
|
|
2018
Q1 | $4.72M | Buy |
31,109
+60
| +0.2% | +$9.27K | 1.33% | 20 |
|
|
2017
Q4 | $4.73M | Sell |
31,049
-677
| -2% | -$102K | 1.33% | 18 |
|
|
2017
Q3 | $4.7M | Sell |
31,726
-36
| -0.1% | -$5.07K | 1.4% | 19 |
|
|
2017
Q2 | $4.47M | Hold |
31,762
| – | – | 1.38% | 17 |
|
|
2017
Q1 | $4.33M | Buy |
31,762
+329
| +1% | +$44.9K | 1.38% | 17 |
|
|
2016
Q4 | $4.24M | Buy |
31,433
+398
| +1% | +$50.9K | 1.47% | 16 |
|
|
2016
Q3 | $3.86M | Sell |
31,035
-478
| -2% | -$58.1K | 1.39% | 16 |
|
|
2016
Q2 | $3.62M | Sell |
31,513
-662
| -2% | -$74.7K | 1.38% | 16 |
|
|
2016
Q1 | $3.56M | Buy |
32,175
+738
| +2% | +$76.4K | 1.46% | 15 |
|
|
2015
Q4 | $3.54M | Sell |
31,437
-1,354
| -4% | -$156K | 1.41% | 18 |
|
|
2015
Q3 | $3.58M | Buy |
32,791
+1,646
| +5% | +$195K | 1.53% | 18 |
|
|
2015
Q2 | $3.89M | Hold |
31,145
| – | – | 1.48% | 19 |
|
|
2015
Q1 | $3.88M | Buy |
31,145
+76
| +0.2% | +$9.16K | 1.51% | 18 |
|
|
2014
Q4 | $3.7M | Buy |
31,069
+2,584
| +9% | +$296K | 1.46% | 20 |
|
|
2014
Q3 | $3.12M | Sell |
28,485
-389
| -1% | -$44.5K | 1.26% | 23 |
|
|
2014
Q2 | $3.43M | Hold |
28,874
| – | – | 1.41% | 22 |
|
|
2014
Q1 | $3.36M | Sell |
28,874
-447
| -2% | -$51.6K | 1.41% | 21 |
|
|
2013
Q4 | $3.38M | Buy |
29,321
+2,360
| +9% | +$261K | 1.53% | 20 |
|
|
2013
Q3 | $2.87M | Buy |
26,961
+1,352
| +5% | +$140K | 1.51% | 19 |
|
|
2013
Q2 | $2.48M | Buy |
+25,609
| New | +$2.45M | 1.56% | 18 |
|
Other funds holding IWM
New England Private Wealth Advisors's IWM Position: Q1 2026 in Review
New England Private Wealth Advisors increased its iShares Russell 2000 ETF (IWM) stake by 0.14% in Q1 2026, buying an estimated $10.6K and bringing the position to 29,197 shares worth $7.24M. The position accounts for 0.84% of the portfolio, ranked #40.
New England Private Wealth Advisors first reported a position in IWM in Q2 2013 and has held it in 52 quarters since. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.
- New England Private Wealth Advisors held 29,197 shares of iShares Russell 2000 ETF worth $7.24M as of Q1 2026.
- New England Private Wealth Advisors bought 41 iShares Russell 2000 ETF shares in Q1 2026, an estimated $10.6K.
- iShares Russell 2000 ETF made up 0.84% of New England Private Wealth Advisors's portfolio in Q1 2026, its #40 holding.
- New England Private Wealth Advisors first reported a position in iShares Russell 2000 ETF in Q2 2013 and has held it in 52 quarters since.
- 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.
Based on New England Private Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.