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Norris Financial Group’s iShares Russell 2000 ETF IWM Stock Holding History

Norris Financial Group’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
2025
Q2 		– Sell
-13,164
Closed -$2.63M – 89
2025
Q1 		$2.63M Sell
13,164
-36,559
-74% -$7.93M 1.23% 20
2024
Q4 		$11M Buy
49,723
+6,313
+15% +$1.44M 5.16% 5
2024
Q3 		$9.59M Buy
43,410
+23,422
+117% +$5.01M 4.72% 5
2024
Q2 		$4.06M Buy
19,988
+6,022
+43% +$1.22M 2.11% 10
2024
Q1 		$2.94M Buy
+13,966
New +$2.79M 1.61% 18
2022
Q1 		– Sell
-37,121
Closed -$8.26M – 98
2021
Q4 		$8.26M Buy
+37,121
New +$8.39M 4.98% 3

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $44.4B AUM 57.89% 1-Year Est. Return

Norris Financial Group's IWM Position: Q2 2025 in Review

Norris Financial Group sold out of iShares Russell 2000 ETF (IWM) in Q2 2025, closing a stake of 13,164 shares — an estimated $2.63M sold.

Norris Financial Group first reported a position in IWM in Q4 2021 and held it in 6 quarters. The position peaked at $11M in Q4 2024. 2,367 funds tracked by Wall St. Rank hold IWM as of Q2 2025.

  • Norris Financial Group reported no remaining iShares Russell 2000 ETF position as of Q2 2025 after selling out during the quarter.
  • Norris Financial Group sold 13,164 iShares Russell 2000 ETF shares in Q2 2025, an estimated $2.63M.
  • Norris Financial Group first reported a position in iShares Russell 2000 ETF in Q4 2021 and held it in 6 quarters.
  • Norris Financial Group's iShares Russell 2000 ETF position peaked at $11M in Q4 2024.
  • 2,367 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2025.

Based on Norris Financial Group's 13F filing for Q2 2025, filed 20 May 2026.