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Newbrook Capital Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Newbrook Capital 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
Q1 		– Sell
-168,653
Closed -$41.5M – 24
2025
Q4 		$41.5M Buy
+168,653
New +$41.5M 5.21% 8
2020
Q2 		– Sell
-408,785
Closed -$46.8M – 26
2020
Q1 		$46.8M Buy
+408,785
New +$60.9M 5.1% 11
2019
Q4 		– Sell
-84,572
Closed -$12.8M – 24
2019
Q3 		$12.8M Buy
84,572
+4,859
+6% +$742K 1% 24
2019
Q2 		$12.4M Sell
79,713
-56,178
-41% -$8.66M 0.93% 25
2019
Q1 		$20.8M Buy
135,891
+67,758
+99% +$10.2M 1.69% 18
2018
Q4 		$9.12M Buy
+68,133
New +$10.2M 0.98% 14
2016
Q4 		– Sell
-72,060
Closed -$8.95M – 26
2016
Q3 		$8.95M Buy
+72,060
New +$8.76M 0.8% 21

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return