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NFP Retirement Inc’s iShares Russell 2000 ETF IWM Stock Holding History

NFP Retirement 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
Q1 		$314K Sell
1,268
-73
-5% -$18.8K 0.02% 249
2025
Q4 		$330K Buy
1,341
+224
+20% +$55.1K 0.02% 241
2025
Q3 		$270K Sell
1,117
-1
-0.1% -$229 0.02% 254
2025
Q2 		$241K Sell
1,118
-100
-8% -$20.1K 0.02% 268
2025
Q1 		$243K Sell
1,218
-282
-19% -$61.2K 0.02% 248
2024
Q4 		$331K Buy
1,500
+50
+3% +$11.4K 0.03% 228
2024
Q3 		$320K Buy
1,450
+100
+7% +$21.4K 0.03% 227
2024
Q2 		$274K Sell
1,350
-457
-25% -$92.4K 0.02% 233
2024
Q1 		$380K Buy
1,807
+76
+4% +$15.2K 0.03% 205
2023
Q4 		$347K Hold
1,731
– – 0.06% 174
2023
Q3 		$306K Sell
1,731
-136
-7% -$25.5K 0.06% 181
2023
Q2 		$350K Sell
1,867
-150
-7% -$26.7K 0.07% 173
2023
Q1 		$360K Sell
2,017
-68
-3% -$12.5K 0.07% 181
2022
Q4 		$364K Buy
2,085
+77
+4% +$13.7K 0.08% 174
2022
Q3 		$331K Hold
2,008
– – 0.08% 170
2022
Q2 		$340K Buy
2,008
+2
+0.1% +$369 0.09% 171
2022
Q1 		$412K Buy
+2,006
New +$409K 0.1% 148

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

NFP Retirement Inc's IWM Position: Q1 2026 in Review

NFP Retirement Inc reduced its iShares Russell 2000 ETF (IWM) stake by 5.4% in Q1 2026, selling an estimated $18.8K and leaving 1,268 shares worth $314K. The position accounts for 0.02% of the portfolio, ranked #249.

NFP Retirement Inc first reported a position in IWM in Q1 2022 and has held it in 17 quarters since. The position peaked at $412K in Q1 2022. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • NFP Retirement Inc held 1,268 shares of iShares Russell 2000 ETF worth $314K as of Q1 2026.
  • NFP Retirement Inc sold 73 iShares Russell 2000 ETF shares in Q1 2026, an estimated $18.8K.
  • iShares Russell 2000 ETF made up 0.02% of NFP Retirement Inc's portfolio in Q1 2026, its #249 holding.
  • NFP Retirement Inc first reported a position in iShares Russell 2000 ETF in Q1 2022 and has held it in 17 quarters since.
  • NFP Retirement Inc's iShares Russell 2000 ETF position peaked at $412K in Q1 2022.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on NFP Retirement Inc's 13F filing for Q1 2026, filed 13 May 2026.