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Northeast Planning Associates NH’s iShares Russell 2000 ETF IWM Stock Holding History

Northeast Planning Associates NH’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
Q1 		$322K Hold
1,297
– – 0.22% 40
2025
Q4 		$319K Buy
1,297
+170
+15% +$41.8K 0.23% 37
2025
Q3 		$273K Hold
1,127
– – 0.23% 39
2025
Q2 		$243K Hold
1,127
– – 0.22% 42
2025
Q1 		$225K Sell
1,127
-4,099
-78% -$889K 0.19% 44
2024
Q4 		$1.15M Buy
+5,226
New +$1.19M 1.2% 15

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Northeast Planning Associates NH's IWM Position: Q1 2026 in Review

Northeast Planning Associates NH held its iShares Russell 2000 ETF (IWM) position steady in Q1 2026 at 1,297 shares worth $322K. The position accounts for 0.22% of the portfolio, ranked #40.

Northeast Planning Associates NH first reported a position in IWM in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.15M in Q4 2024. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Northeast Planning Associates NH held 1,297 shares of iShares Russell 2000 ETF worth $322K as of Q1 2026.
  • Northeast Planning Associates NH left its iShares Russell 2000 ETF share count unchanged in Q1 2026.
  • iShares Russell 2000 ETF made up 0.22% of Northeast Planning Associates NH's portfolio in Q1 2026, its #40 holding.
  • Northeast Planning Associates NH first reported a position in iShares Russell 2000 ETF in Q4 2024 and has held it in 6 quarters since.
  • Northeast Planning Associates NH's iShares Russell 2000 ETF position peaked at $1.15M in Q4 2024.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Northeast Planning Associates NH's 13F filing for Q1 2026, filed 27 Apr 2026.