New Republic Capital’s iShares Russell 2000 ETF IWM Stock Holding History

New Republic Capital’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 Q1	$785K	Buy	3,166 +3	+0.1%	+$774	0.26%	68
2025 Q4	$779K	Buy	3,163 +2	+0.1%	+$492	0.21%	94
2025 Q3	$765K	Buy	3,161 +5	+0.2%	+$1.15K	0.23%	54
2025 Q2	$681K	Buy	3,156 +1,754	+125%	+$353K	0.24%	57
2025 Q1	$280K	Sell	1,402 -558	-28%	-$121K	0.12%	128
2024 Q4	$433K	Sell	1,960 -5,838	-75%	-$1.33M	0.28%	84
2024 Q3	$1.72M	Buy	7,798 +102	+1%	+$21.8K	0.99%	26
2024 Q2	$1.56M	Sell	7,696 -220	-3%	-$44.5K	0.78%	30
2024 Q1	$1.66M	Buy	7,916 +40	+0.5%	+$7.98K	1.06%	23
2023 Q4	$1.58M	Sell	7,876 -1,416	-15%	-$254K	1.12%	19
2023 Q3	$1.64M	Sell	9,292 -158	-2%	-$29.7K	1.34%	16
2023 Q2	$1.77M	Sell	9,450 -5	-0.1%	-$891	1.23%	16
2023 Q1	$1.69M	Buy	9,455 +864	+10%	+$159K	1.27%	15
2022 Q4	$1.5M	Buy	+8,591	New	+$1.53M	1.18%	19

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

New Republic Capital's IWM Position: Q1 2026 in Review

New Republic Capital increased its iShares Russell 2000 ETF (IWM) stake by 0.09% in Q1 2026, buying an estimated $774 and bringing the position to 3,166 shares worth $785K. The position accounts for 0.26% of the portfolio, ranked #68.

New Republic Capital first reported a position in IWM in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.77M in Q2 2023. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

New Republic Capital held 3,166 shares of iShares Russell 2000 ETF worth $785K as of Q1 2026.
New Republic Capital bought 3 iShares Russell 2000 ETF shares in Q1 2026, an estimated $774.
iShares Russell 2000 ETF made up 0.26% of New Republic Capital's portfolio in Q1 2026, its #68 holding.
New Republic Capital first reported a position in iShares Russell 2000 ETF in Q4 2022 and has held it in 14 quarters since.
New Republic Capital's iShares Russell 2000 ETF position peaked at $1.77M in Q2 2023.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on New Republic Capital's 13F filing for Q1 2026, filed 1 May 2026.