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 Q2	$299K	Sell	996 -301	-23%	-$84.6K	0.22%	52
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Northeast Planning Associates NH's IWM Position: Q2 2026 in Review

Northeast Planning Associates NH reduced its iShares Russell 2000 ETF (IWM) stake by 23% in Q2 2026, selling an estimated $84.6K and leaving 996 shares worth $299K. The position accounts for 0.22% of the portfolio, ranked #52.

Northeast Planning Associates NH first reported a position in IWM in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.15M in Q4 2024. 2,735 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Northeast Planning Associates NH held 996 shares of iShares Russell 2000 ETF worth $299K as of Q2 2026.
Northeast Planning Associates NH sold 301 iShares Russell 2000 ETF shares in Q2 2026, an estimated $84.6K.
iShares Russell 2000 ETF made up 0.22% of Northeast Planning Associates NH's portfolio in Q2 2026, its #52 holding.
Northeast Planning Associates NH first reported a position in iShares Russell 2000 ETF in Q4 2024 and has held it in 7 quarters since.
Northeast Planning Associates NH's iShares Russell 2000 ETF position peaked at $1.15M in Q4 2024.
2,735 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Northeast Planning Associates NH's 13F filing for Q2 2026, filed 30 Jul 2026.