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NewEdge Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

NewEdge 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 		$26.1M Sell
105,307
-7,122
-6% -$1.84M 0.09% 217
2025
Q4 		$27.7M Buy
112,429
+5,738
+5% +$1.41M 0.1% 194
2025
Q3 		$25.8M Buy
106,691
+12,704
+14% +$2.91M 0.12% 167
2025
Q2 		$20.3M Sell
93,987
-15,461
-14% -$3.11M 0.1% 199
2025
Q1 		$21.8M Sell
109,448
-7,988
-7% -$1.73M 0.13% 167
2024
Q4 		$25.9M Sell
117,436
-74,073
-39% -$16.9M 0.16% 133
2024
Q3 		$40.1M Buy
191,509
+31,292
+20% +$6.7M 0.26% 85
2024
Q2 		$32.5M Buy
160,217
+3,148
+2% +$636K 0.24% 96
2024
Q1 		$33M Buy
157,069
+32,639
+26% +$6.51M 0.29% 78
2023
Q4 		$24.5M Sell
124,430
-16,743
-12% -$3M 0.23% 106
2023
Q3 		$25M Buy
141,173
+22,457
+19% +$4.22M 0.27% 92
2023
Q2 		$22.2M Buy
118,716
+14,638
+14% +$2.61M 0.25% 98
2023
Q1 		$18.5M Buy
104,078
+471
+0.5% +$86.7K 0.23% 108
2022
Q4 		$16.1M Buy
103,607
+43,424
+72% +$7.72M 0.43% 45
2022
Q3 		$9.93M Sell
60,183
-509
-0.8% -$92.8K 0.16% 144
2022
Q2 		$10.3M Buy
60,692
+3,442
+6% +$635K 0.17% 136
2022
Q1 		$11.8M Sell
57,250
-2,647
-4% -$540K 0.19% 128
2021
Q4 		$13.3M Buy
59,897
+18,684
+45% +$4.22M 0.2% 118
2021
Q3 		$9.02M Buy
41,213
+13,876
+51% +$3.08M 0.22% 101
2021
Q2 		$6.27M Sell
27,337
-344
-1% -$77.3K 0.17% 130
2021
Q1 		$6.12M Buy
27,681
+2,678
+11% +$585K 0.18% 119
2020
Q4 		$4.9M Sell
25,003
-2,626
-10% -$460K 0.16% 134
2020
Q3 		$4.14M Buy
27,629
+4,028
+17% +$606K 0.14% 150
2020
Q2 		$3.38M Sell
23,601
-3,173
-12% -$416K 0.13% 155
2020
Q1 		$3.06M Buy
26,774
+705
+3% +$105K 0.15% 137
2019
Q4 		$4.32M Hold
26,069
– – 0.17% 136
2019
Q3 		$3.95M Buy
26,069
+4,266
+20% +$651K 0.18% 129
2019
Q2 		$3.39M Sell
21,803
-1,416
-6% -$218K 0.21% 124
2019
Q1 		$3.56M Sell
23,219
-2,851
-11% -$428K 0.23% 108
2018
Q4 		$3.49K Sell
26,070
-276
-1% -$41.2K 0.23% 103
2018
Q3 		$4.44M Buy
26,346
+4,381
+20% +$740K 0.34% 79
2018
Q2 		$3.62K Buy
21,965
+278
+1% +$44.5K 0.33% 84
2018
Q1 		$3.21M Buy
21,687
+11,974
+123% +$1.85M 0.37% 73
2017
Q4 		$1.51M Buy
9,713
+1,397
+17% +$210K 0.2% 111
2017
Q3 		$1.24M Buy
8,316
+1,096
+15% +$154K 0.19% 133
2017
Q2 		$1.01M Buy
7,220
+1,082
+18% +$150K 0.17% 135
2017
Q1 		$825K Buy
+6,138
New +$839K 0.19% 123

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

NewEdge Advisors's IWM Position: Q1 2026 in Review

NewEdge Advisors reduced its iShares Russell 2000 ETF (IWM) stake by 6.3% in Q1 2026, selling an estimated $1.84M and leaving 105,307 shares worth $26.1M. The position accounts for 0.09% of the portfolio, ranked #217.

NewEdge Advisors first reported a position in IWM in Q1 2017 and has held it in 37 quarters since. The position peaked at $40.1M in Q3 2024. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • NewEdge Advisors held 105,307 shares of iShares Russell 2000 ETF worth $26.1M as of Q1 2026.
  • NewEdge Advisors sold 7,122 iShares Russell 2000 ETF shares in Q1 2026, an estimated $1.84M.
  • iShares Russell 2000 ETF made up 0.09% of NewEdge Advisors's portfolio in Q1 2026, its #217 holding.
  • NewEdge Advisors first reported a position in iShares Russell 2000 ETF in Q1 2017 and has held it in 37 quarters since.
  • NewEdge Advisors's iShares Russell 2000 ETF position peaked at $40.1M in Q3 2024.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.