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 Q2	$330K	Sell	1,099 -39	-3%	-$11K	0.22%	89
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 $1.55T 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

Northern Financial Advisors's IWM Position: Q2 2026 in Review

Northern Financial Advisors reduced its iShares Russell 2000 ETF (IWM) stake by 3.4% in Q2 2026, selling an estimated $11K and leaving 1,099 shares worth $330K. The position accounts for 0.22% of the portfolio, ranked #89.

Northern Financial Advisors first reported a position in IWM in Q4 2022 and has held it in 14 quarters since. 2,734 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Northern Financial Advisors held 1,099 shares of iShares Russell 2000 ETF worth $330K as of Q2 2026.
Northern Financial Advisors sold 39 iShares Russell 2000 ETF shares in Q2 2026, an estimated $11K.
iShares Russell 2000 ETF made up 0.22% of Northern Financial Advisors's portfolio in Q2 2026, its #89 holding.
Northern Financial Advisors first reported a position in iShares Russell 2000 ETF in Q4 2022 and has held it in 14 quarters since.
2,734 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Northern Financial Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.