North Point Portfolio Managers’s iShares Russell 2000 ETF IWM Stock Holding History

North Point Portfolio Managers’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 Q3	$156K	Buy	+561	New	+$165K	0.03%	85
2025 Q1	–	Sell	-1,204	Closed	-$266K	–	75
2024 Q4	$266K	Buy	1,204 +10	+0.8%	+$2.28K	0.05%	60
2024 Q3	$264K	Buy	+1,194	New	+$256K	0.04%	77
2015 Q3	–	Sell	-1,800	Closed	-$225K	–	79
2015 Q2	$225K	Buy	+1,800	New	+$225K	0.04%	71

Other funds holding IWM

Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

KWM

Kaydan Wealth Management Fenton, Michigan $291M AUM 15.62% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

GWWM

Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

North Point Portfolio Managers's IWM Position: Q3 2026 in Review

North Point Portfolio Managers opened a new position in iShares Russell 2000 ETF (IWM) in Q3 2026: 561 shares worth $156K. The stake represents 0.03% of the portfolio and ranks #85 among its holdings. This is a return to the name: North Point Portfolio Managers previously reported a position in IWM as recently as Q4 2024.

North Point Portfolio Managers first reported a position in IWM in Q2 2015 and has held it in 4 quarters since. The position peaked at $266K in Q4 2024. 99 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

North Point Portfolio Managers held 561 shares of iShares Russell 2000 ETF worth $156K as of Q3 2026.
iShares Russell 2000 ETF was a new North Point Portfolio Managers position in Q3 2026.
iShares Russell 2000 ETF made up 0.03% of North Point Portfolio Managers's portfolio in Q3 2026, its #85 holding.
North Point Portfolio Managers first reported a position in iShares Russell 2000 ETF in Q2 2015 and has held it in 4 quarters since.
North Point Portfolio Managers's iShares Russell 2000 ETF position peaked at $266K in Q4 2024.
99 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on North Point Portfolio Managers's 13F filing for Q3 2026, filed 7 Oct 2026.