Newman Dignan & Sheerar Inc’s iShares Russell 2000 ETF IWM Stock Holding History

Newman Dignan & Sheerar Inc’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 Q2	$398K	Sell	1,326 -25	-2%	-$7.03K	0.08%	141
2026 Q1	$335K	Sell	1,351 -40	-3%	-$10.3K	0.07%	152
2025 Q4	$342K	Sell	1,391 -62	-4%	-$15.2K	0.07%	146
2025 Q3	$352K	Hold	1,453	–	–	0.08%	142
2025 Q2	$314K	Sell	1,453 -110	-7%	-$22.1K	0.07%	153
2025 Q1	$312K	Buy	1,563 +260	+20%	+$56.4K	0.09%	133
2024 Q4	$288K	Hold	1,303	–	–	0.07%	144
2024 Q3	$290K	Hold	1,303	–	–	0.07%	147
2024 Q2	$264K	Buy	1,303 +28	+2%	+$5.66K	0.07%	153
2024 Q1	$268K	Hold	1,275	–	–	0.07%	153
2023 Q4	$256K	Hold	1,275	–	–	0.08%	147
2023 Q3	$225K	Hold	1,275	–	–	0.07%	157
2023 Q2	$239K	Hold	1,275	–	–	0.07%	168
2023 Q1	$227K	Hold	1,275	–	–	0.07%	174
2022 Q4	$222K	Hold	1,275	–	–	0.07%	174
2022 Q3	$210K	Hold	1,275	–	–	0.03%	173
2022 Q2	$216K	Hold	1,275	–	–	0.07%	178
2022 Q1	$262K	Hold	1,275	–	–	0.05%	163
2021 Q4	$284K	Hold	1,275	–	–	0.09%	164
2021 Q3	$279K	Hold	1,275	–	–	0.08%	157
2021 Q2	$292K	Hold	1,275	–	–	0.1%	151
2021 Q1	$282K	Hold	1,275	–	–	0.1%	150
2020 Q4	$250K	Buy	+1,275	New	+$223K	0.04%	149
2020 Q1	–	Sell	-1,975	Closed	-$327K	–	147
2019 Q4	$327K	Buy	+1,975	New	+$312K	0.03%	126

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

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

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

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

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

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

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

Newman Dignan & Sheerar Inc's IWM Position: Q2 2026 in Review

Newman Dignan & Sheerar Inc reduced its iShares Russell 2000 ETF (IWM) stake by 1.9% in Q2 2026, selling an estimated $7.03K and leaving 1,326 shares worth $398K. The position accounts for 0.08% of the portfolio, ranked #141.

Newman Dignan & Sheerar Inc first reported a position in IWM in Q4 2019 and has held it in 24 quarters since. 2,725 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Newman Dignan & Sheerar Inc held 1,326 shares of iShares Russell 2000 ETF worth $398K as of Q2 2026.
Newman Dignan & Sheerar Inc sold 25 iShares Russell 2000 ETF shares in Q2 2026, an estimated $7.03K.
iShares Russell 2000 ETF made up 0.08% of Newman Dignan & Sheerar Inc's portfolio in Q2 2026, its #141 holding.
Newman Dignan & Sheerar Inc first reported a position in iShares Russell 2000 ETF in Q4 2019 and has held it in 24 quarters since.
2,725 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Newman Dignan & Sheerar Inc's 13F filing for Q2 2026, filed 14 Jul 2026.