Newton One Investments’s iShares Russell 2000 ETF IWM Stock Holding History

Newton One Investments’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	$93.9K	Sell	313 -4	-1%	-$1.12K	0.02%	52
2026 Q1	$78.7K	Sell	317 -12	-4%	-$3.1K	0.02%	56
2025 Q4	$80.9K	Buy	329 +1	+0.3%	+$246	0.02%	58
2025 Q3	$79.3K	Buy	328 +1	+0.3%	+$229	0.02%	57
2025 Q2	$70.6K	Hold	327	–	–	0.02%	60
2025 Q1	$65.2K	Sell	327 -93	-22%	-$20.2K	0.02%	58
2024 Q4	$92.8K	Buy	+420	New	+$95.8K	0.04%	55
2024 Q3	–	Sell	-431	Closed	-$87.5K	–	73
2024 Q2	$87.5K	Hold	431	–	–	0.04%	54
2024 Q1	$90.6K	Buy	431 +1	+0.2%	+$199	0.04%	54
2023 Q4	$86.3K	Buy	430 +3	+0.7%	+$537	0.04%	58
2023 Q3	$75.4K	Hold	427	–	–	0.04%	58
2023 Q2	$79.9K	Buy	427 +2	+0.5%	+$357	0.05%	58
2023 Q1	$75.9K	Buy	425 +1	+0.2%	+$184	0.05%	62
2022 Q4	$73.9K	Hold	424	–	–	0.05%	61
2022 Q3	$70K	Hold	424	–	–	0.05%	58
2022 Q2	$72K	Hold	424	–	–	0.05%	59
2022 Q1	$87K	Hold	424	–	–	0.06%	57
2021 Q4	$94K	Buy	424 +3	+0.7%	+$678	0.07%	57
2021 Q3	$92K	Hold	421	–	–	0.07%	56
2021 Q2	$97K	Buy	421 +1	+0.2%	+$225	0.08%	55
2021 Q1	$93K	Hold	420	–	–	0.08%	40
2020 Q4	$82K	Buy	+420	New	+$73.5K	0.08%	40

Other funds holding IWM

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

AIA

Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return

Newton One Investments's IWM Position: Q2 2026 in Review

Newton One Investments reduced its iShares Russell 2000 ETF (IWM) stake by 1.3% in Q2 2026, selling an estimated $1.12K and leaving 313 shares worth $93.9K. The position accounts for 0.02% of the portfolio, ranked #52.

Newton One Investments first reported a position in IWM in Q4 2020 and has held it in 22 quarters since. The position peaked at $97K in Q2 2021. 936 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Newton One Investments held 313 shares of iShares Russell 2000 ETF worth $93.9K as of Q2 2026.
Newton One Investments sold 4 iShares Russell 2000 ETF shares in Q2 2026, an estimated $1.12K.
iShares Russell 2000 ETF made up 0.02% of Newton One Investments's portfolio in Q2 2026, its #52 holding.
Newton One Investments first reported a position in iShares Russell 2000 ETF in Q4 2020 and has held it in 22 quarters since.
Newton One Investments's iShares Russell 2000 ETF position peaked at $97K in Q2 2021.
936 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Newton One Investments's 13F filing for Q2 2026, filed 22 Jul 2026.