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

New Millennium 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
Q4 		– Sell
-1
Closed -$242 – 462
2025
Q3 		$242 Buy
+1
New +$229 ﹤0.01% 408
2024
Q1 		– Sell
-13
Closed -$2.53K – 229
2023
Q4 		$2.53K Hold
13
– – ﹤0.01% 298
2023
Q3 		$2.21K Sell
13
-7
-35% -$1.31K ﹤0.01% 273
2023
Q2 		$3.65K Buy
20
+1
+5% +$178 ﹤0.01% 238
2023
Q1 		$3.47K Buy
19
+1
+6% +$184 ﹤0.01% 259
2022
Q4 		$3.21K Hold
18
– – ﹤0.01% 268
2022
Q3 		$3K Buy
18
+1
+6% +$182 ﹤0.01% 262
2022
Q2 		$3K Buy
+17
New +$3.13K ﹤0.01% 270

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

New Millennium Group's IWM Position: Q4 2025 in Review

New Millennium Group sold out of iShares Russell 2000 ETF (IWM) in Q4 2025, closing a stake of 1 share — an estimated $242 sold.

New Millennium Group first reported a position in IWM in Q2 2022 and held it in 8 quarters. The position peaked at $3.65K in Q2 2023. 2,601 funds tracked by Wall St. Rank hold IWM as of Q4 2025.

  • New Millennium Group reported no remaining iShares Russell 2000 ETF position as of Q4 2025 after selling out during the quarter.
  • New Millennium Group sold 1 iShares Russell 2000 ETF share in Q4 2025, an estimated $242.
  • New Millennium Group first reported a position in iShares Russell 2000 ETF in Q2 2022 and held it in 8 quarters.
  • New Millennium Group's iShares Russell 2000 ETF position peaked at $3.65K in Q2 2023.
  • 2,601 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2025.

Based on New Millennium Group's 13F filing for Q4 2025, filed 6 Feb 2026.