Northern Financial Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Northern Financial Advisors’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	$282K	Buy	+1,138	New	+$294K	0.21%	94
2025 Q4	–	Sell	-1,144	Closed	-$277K	–	106
2025 Q3	$277K	Buy	1,144 +45	+4%	+$10.3K	0.15%	108
2025 Q2	$237K	Buy	1,099 +2	+0.2%	+$402	0.18%	98
2025 Q1	$219K	Buy	1,097 +2	+0.2%	+$434	0.18%	101
2024 Q4	$242K	Buy	1,095 +2	+0.2%	+$456	0.19%	101
2024 Q3	$241K	Sell	1,093 -10	-0.9%	-$2.14K	0.18%	100
2024 Q2	$224K	Buy	1,103 +2	+0.2%	+$404	0.18%	101
2024 Q1	$232K	Sell	1,101 -149	-12%	-$29.7K	0.18%	111
2023 Q4	$251K	Sell	1,250 -479	-28%	-$85.8K	0.21%	105
2023 Q3	$306K	Hold	1,729	–	–	0.28%	92
2023 Q2	$324K	Buy	1,729 +2	+0.1%	+$357	0.29%	84
2023 Q1	$308K	Buy	1,727 +2	+0.1%	+$368	0.29%	87
2022 Q4	$301K	Buy	+1,725	New	+$307K	0.34%	74

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Northern Financial Advisors's IWM Position: Q1 2026 in Review

Northern Financial Advisors opened a new position in iShares Russell 2000 ETF (IWM) in Q1 2026: 1,138 shares worth $282K. The stake represents 0.21% of the portfolio and ranks #94 among its holdings. This is a return to the name: Northern Financial Advisors previously reported a position in IWM as recently as Q3 2025.

Northern Financial Advisors first reported a position in IWM in Q4 2022 and has held it in 13 quarters since. The position peaked at $324K in Q2 2023. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Northern Financial Advisors held 1,138 shares of iShares Russell 2000 ETF worth $282K as of Q1 2026.
iShares Russell 2000 ETF was a new Northern Financial Advisors position in Q1 2026.
iShares Russell 2000 ETF made up 0.21% of Northern Financial Advisors's portfolio in Q1 2026, its #94 holding.
Northern Financial Advisors first reported a position in iShares Russell 2000 ETF in Q4 2022 and has held it in 13 quarters since.
Northern Financial Advisors's iShares Russell 2000 ETF position peaked at $324K in Q2 2023.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Northern Financial Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.