NAM
IWM icon

NorthCrest Asset Manangement’s iShares Russell 2000 ETF IWM Stock Holding History

NorthCrest Asset Manangement’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 		$1.27M Buy
4,284
+1,257
+42% +$353K 0.03% 322
2026
Q1 		$761K Sell
3,027
-496
-14% -$128K 0.02% 382
2025
Q4 		$890K Buy
3,523
+3
+0.1% +$738 0.02% 399
2025
Q3 		$860K Sell
3,520
-67
-2% -$15.4K 0.02% 369
2025
Q2 		$800K Sell
3,587
-238
-6% -$47.9K 0.02% 342
2025
Q1 		$763K Sell
3,825
-506
-12% -$110K 0.02% 347
2024
Q4 		$957K Buy
4,331
+271
+7% +$61.8K 0.03% 301
2024
Q3 		$897K Sell
4,060
-14,020
-78% -$3M 0.03% 307
2024
Q2 		$3.67M Buy
18,080
+46
+0.3% +$9.3K 0.12% 156
2024
Q1 		$3.79M Buy
18,034
+14,439
+402% +$2.88M 0.13% 159
2023
Q4 		$722K Sell
3,595
-188
-5% -$33.7K 0.03% 311
2023
Q3 		$669K Sell
3,783
-100
-3% -$18.8K 0.03% 306
2023
Q2 		$727K Buy
3,883
+210
+6% +$37.4K 0.03% 300
2023
Q1 		$655K Buy
3,673
+325
+10% +$59.8K 0.03% 313
2022
Q4 		$584K Buy
3,348
+149
+5% +$26.5K 0.03% 250
2022
Q3 		$528K Buy
3,199
+554
+21% +$101K 0.03% 294
2022
Q2 		$448K Buy
2,645
+91
+4% +$16.8K 0.02% 320
2022
Q1 		$524K Buy
2,554
+53
+2% +$10.8K 0.02% 291
2021
Q4 		$556K Buy
+2,501
New +$565K 0.03% 298

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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

NorthCrest Asset Manangement's IWM Position: Q2 2026 in Review

NorthCrest Asset Manangement increased its iShares Russell 2000 ETF (IWM) stake by 42% in Q2 2026, buying an estimated $353K and bringing the position to 4,284 shares worth $1.27M. The position accounts for 0.03% of the portfolio, ranked #322.

NorthCrest Asset Manangement first reported a position in IWM in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.79M in Q1 2024. 1,115 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • NorthCrest Asset Manangement held 4,284 shares of iShares Russell 2000 ETF worth $1.27M as of Q2 2026.
  • NorthCrest Asset Manangement bought 1,257 iShares Russell 2000 ETF shares in Q2 2026, an estimated $353K.
  • iShares Russell 2000 ETF made up 0.03% of NorthCrest Asset Manangement's portfolio in Q2 2026, its #322 holding.
  • NorthCrest Asset Manangement first reported a position in iShares Russell 2000 ETF in Q4 2021 and has held it in 19 quarters since.
  • NorthCrest Asset Manangement's iShares Russell 2000 ETF position peaked at $3.79M in Q1 2024.
  • 1,115 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on NorthCrest Asset Manangement's 13F filing for Q2 2026, filed 15 Jul 2026.