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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Newbrook Capital Advisors's IWM Position: Q1 2026 in Review

Newbrook Capital Advisors sold out of iShares Russell 2000 ETF (IWM) in Q1 2026, closing a stake of 168,653 shares — an estimated $41.5M sold.

Newbrook Capital Advisors first reported a position in IWM in Q3 2016 and held it in 7 quarters. The position peaked at $46.8M in Q1 2020. 2,585 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Newbrook Capital Advisors reported no remaining iShares Russell 2000 ETF position as of Q1 2026 after selling out during the quarter.
Newbrook Capital Advisors sold 168,653 iShares Russell 2000 ETF shares in Q1 2026, an estimated $41.5M.
Newbrook Capital Advisors first reported a position in iShares Russell 2000 ETF in Q3 2016 and held it in 7 quarters.
Newbrook Capital Advisors's iShares Russell 2000 ETF position peaked at $46.8M in Q1 2020.
2,585 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Newbrook Capital Advisors's 13F filing for Q1 2026, filed 15 May 2026.