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Nilsine Partners’s iShares Russell 2000 ETF IWM Stock Holding History

Nilsine Partners’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 		$12.4M Buy
41,274
+4,906
+13% +$1.38M 0.86% 23
2026
Q1 		$10.1M Buy
36,368
+3,219
+10% +$830K 0.79% 27
2025
Q4 		$8.16M Buy
33,149
+1,464
+5% +$360K 0.71% 30
2025
Q3 		$7.67M Buy
31,685
+28,872
+1,026% +$6.62M 0.69% 28
2025
Q2 		$607K Sell
2,813
-17,324
-86% -$3.49M 0.06% 241
2025
Q1 		$4.02M Sell
20,137
-224
-1% -$48.6K 0.44% 49
2024
Q4 		$4.5M Buy
20,361
+2,081
+11% +$474K 0.48% 48
2024
Q3 		$4.04M Buy
18,280
+16,329
+837% +$3.49M 0.52% 47
2024
Q2 		$396K Hold
1,951
– – 0.05% 244
2024
Q1 		$410K Sell
1,951
-4
-0.2% -$798 0.06% 244
2023
Q4 		$392K Buy
1,955
+4
+0.2% +$717 0.06% 238
2023
Q3 		$345K Hold
1,951
– – 0.05% 265
2023
Q2 		$365K Hold
1,951
– – 0.05% 271
2023
Q1 		$348K Buy
+1,951
New +$359K 0.05% 277

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

Nilsine Partners's IWM Position: Q2 2026 in Review

Nilsine Partners increased its iShares Russell 2000 ETF (IWM) stake by 13% in Q2 2026, buying an estimated $1.38M and bringing the position to 41,274 shares worth $12.4M. The position accounts for 0.86% of the portfolio, ranked #23.

Nilsine Partners first reported a position in IWM in Q1 2023 and has held it in 14 quarters since. 936 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Nilsine Partners held 41,274 shares of iShares Russell 2000 ETF worth $12.4M as of Q2 2026.
  • Nilsine Partners bought 4,906 iShares Russell 2000 ETF shares in Q2 2026, an estimated $1.38M.
  • iShares Russell 2000 ETF made up 0.86% of Nilsine Partners's portfolio in Q2 2026, its #23 holding.
  • Nilsine Partners first reported a position in iShares Russell 2000 ETF in Q1 2023 and has held it in 14 quarters since.
  • 936 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Nilsine Partners's 13F filing for Q2 2026, filed 24 Jul 2026.