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Northeast Investment Management’s iShares Russell 2000 ETF IWM Stock Holding History

Northeast Investment Management’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 		$1.54M Buy
5,110
+3,320
+185% +$933K 0.06% 100
2026
Q1 		$444K Hold
1,790
– – 0.02% 146
2025
Q4 		$441K Hold
1,790
– – 0.02% 146
2025
Q3 		$433K Hold
1,790
– – 0.02% 135
2025
Q2 		$386K Sell
1,790
-70
-4% -$14.1K 0.02% 141
2025
Q1 		$371K Hold
1,860
– – 0.02% 147
2024
Q4 		$411K Hold
1,860
– – 0.02% 140
2024
Q3 		$411K Buy
1,860
+3
+0.2% +$642 0.02% 144
2024
Q2 		$377K Buy
1,857
+10
+0.5% +$2.02K 0.02% 148
2024
Q1 		$388K Buy
1,847
+158
+9% +$31.5K 0.02% 148
2023
Q4 		$339K Hold
1,689
– – 0.02% 155
2023
Q3 		$299K Hold
1,689
– – 0.02% 158
2023
Q2 		$316K Hold
1,689
– – 0.02% 157
2023
Q1 		$301K Sell
1,689
-37
-2% -$6.81K 0.02% 150
2022
Q4 		$301K Buy
1,726
+150
+10% +$26.7K 0.02% 146
2022
Q3 		$260K Buy
1,576
+58
+4% +$10.6K 0.02% 151
2022
Q2 		$257K Hold
1,518
– – 0.02% 162
2022
Q1 		$312K Sell
1,518
-33
-2% -$6.73K 0.02% 171
2021
Q4 		$345K Hold
1,551
– – 0.02% 168
2021
Q3 		$339K Hold
1,551
– – 0.02% 158
2021
Q2 		$356K Hold
1,551
– – 0.02% 150
2021
Q1 		$343K Sell
1,551
-22
-1% -$4.8K 0.02% 149
2020
Q4 		$308K Sell
1,573
-174
-10% -$30.4K 0.02% 152
2020
Q3 		$262K Buy
1,747
+17
+1% +$2.56K 0.02% 154
2020
Q2 		$248K Buy
+1,730
New +$227K 0.02% 148
2020
Q1 		– Sell
-1,789
Closed -$296K – 171
2019
Q4 		$296K Hold
1,789
– – 0.02% 155
2019
Q3 		$271K Sell
1,789
-85
-5% -$13K 0.02% 156
2019
Q2 		$291K Hold
1,874
– – 0.02% 152
2019
Q1 		$287K Sell
1,874
-19
-1% -$2.85K 0.02% 143
2018
Q4 		$253K Hold
1,893
– – 0.02% 140
2018
Q3 		$319K Hold
1,893
– – 0.03% 137
2018
Q2 		$310K Hold
1,893
– – 0.03% 141
2018
Q1 		$287K Hold
1,893
– – 0.03% 132
2017
Q4 		$289K Sell
1,893
-195
-9% -$29.3K 0.02% 138
2017
Q3 		$309K Sell
2,088
-134
-6% -$18.9K 0.03% 134
2017
Q2 		$313K Buy
2,222
+317
+17% +$43.9K 0.03% 131
2017
Q1 		$262K Hold
1,905
– – 0.02% 137
2016
Q4 		$257K Hold
1,905
– – 0.02% 138
2016
Q3 		$237K Sell
1,905
-166
-8% -$20.2K 0.02% 141
2016
Q2 		$238K Sell
2,071
-133
-6% -$15K 0.02% 143
2016
Q1 		$244K Sell
2,204
-209
-9% -$21.6K 0.03% 142
2015
Q4 		$272K Hold
2,413
– – 0.03% 128
2015
Q3 		$264K Sell
2,413
-87
-3% -$10.3K 0.03% 134
2015
Q2 		$312K Hold
2,500
– – 0.03% 131
2015
Q1 		$311K Hold
2,500
– – 0.03% 133
2014
Q4 		$299K Hold
2,500
– – 0.03% 140
2014
Q3 		$273K Hold
2,500
– – 0.03% 150
2014
Q2 		$297K Hold
2,500
– – 0.03% 150
2014
Q1 		$291K Hold
2,500
– – 0.03% 149
2013
Q4 		$288K Buy
+2,500
New +$276K 0.03% 142

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

Northeast Investment Management's IWM Position: Q2 2026 in Review

Northeast Investment Management increased its iShares Russell 2000 ETF (IWM) stake by 185% in Q2 2026, buying an estimated $933K and bringing the position to 5,110 shares worth $1.54M. The position accounts for 0.06% of the portfolio, ranked #100.

Northeast Investment Management first reported a position in IWM in Q4 2013 and has held it in 50 quarters since. 936 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Northeast Investment Management held 5,110 shares of iShares Russell 2000 ETF worth $1.54M as of Q2 2026.
  • Northeast Investment Management bought 3,320 iShares Russell 2000 ETF shares in Q2 2026, an estimated $933K.
  • iShares Russell 2000 ETF made up 0.06% of Northeast Investment Management's portfolio in Q2 2026, its #100 holding.
  • Northeast Investment Management first reported a position in iShares Russell 2000 ETF in Q4 2013 and has held it in 50 quarters since.
  • 936 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Northeast Investment Management's 13F filing for Q2 2026, filed 16 Jul 2026.