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NorthRock Partners’s iShares Russell 2000 ETF IWM Stock Holding History

NorthRock Partners’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 		$47.5M Buy
191,351
+845
+0.4% +$218K 0.77% 29
2025
Q4 		$46.9M Buy
190,506
+176,403
+1,251% +$43.4M 0.79% 28
2025
Q3 		$3.41M Buy
14,103
+3,548
+34% +$814K 0.06% 138
2025
Q2 		$2.28M Buy
10,555
+4,043
+62% +$814K 0.06% 123
2025
Q1 		$1.3M Buy
6,512
+747
+13% +$162K 0.04% 170
2024
Q4 		$1.27M Sell
5,765
-15,624
-73% -$3.56M 0.04% 172
2024
Q3 		$4.72M Buy
21,389
+79
+0.4% +$16.9K 0.16% 74
2024
Q2 		$4.32M Sell
21,310
-621
-3% -$126K 0.16% 69
2024
Q1 		$4.61M Sell
21,931
-219
-1% -$43.7K 0.18% 73
2023
Q4 		$4.45M Buy
22,150
+13,196
+147% +$2.36M 0.19% 71
2023
Q3 		$1.58M Buy
8,954
+1,336
+18% +$251K 0.17% 65
2023
Q2 		$1.43M Sell
7,618
-17,558
-70% -$3.13M 0.16% 62
2023
Q1 		$4.49M Sell
25,176
-728
-3% -$134K 0.48% 27
2022
Q4 		$4.52M Sell
25,904
-74
-0.3% -$13.2K 0.51% 24
2022
Q3 		$4.28M Sell
25,978
-1,435
-5% -$262K 0.5% 28
2022
Q2 		$4.64M Buy
27,413
+14,674
+115% +$2.71M 0.48% 26
2022
Q1 		$2.62M Buy
12,739
+9,624
+309% +$1.96M 0.24% 45
2021
Q4 		$693K Buy
3,115
+1
+0% +$226 0.05% 135
2021
Q3 		$681K Sell
3,114
-7
-0.2% -$1.55K 0.06% 125
2021
Q2 		$716K Hold
3,121
– – 0.06% 108
2021
Q1 		$690K Sell
3,121
-270
-8% -$59K 0.06% 102
2020
Q4 		$665K Sell
3,391
-732
-18% -$128K 0.07% 107
2020
Q3 		$618K Sell
4,123
-88
-2% -$13.2K 0.07% 107
2020
Q2 		$603K Sell
4,211
-1,590
-27% -$209K 0.07% 109
2020
Q1 		$664K Sell
5,801
-1,249
-18% -$186K 0.09% 97
2019
Q4 		$1.17M Buy
7,050
+2,774
+65% +$438K 0.12% 94
2019
Q3 		$647K Buy
4,276
+2,538
+146% +$388K 0.09% 106
2019
Q2 		$271K Sell
1,738
-578
-25% -$89.1K 0.08% 64
2019
Q1 		$355K Buy
2,316
+669
+41% +$101K 0.09% 50
2018
Q4 		$221K Buy
+1,647
New +$246K 0.07% 85

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

NorthRock Partners's IWM Position: Q1 2026 in Review

NorthRock Partners increased its iShares Russell 2000 ETF (IWM) stake by 0.44% in Q1 2026, buying an estimated $218K and bringing the position to 191,351 shares worth $47.5M. The position accounts for 0.77% of the portfolio, ranked #29.

NorthRock Partners first reported a position in IWM in Q4 2018 and has held it in 30 quarters since. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • NorthRock Partners held 191,351 shares of iShares Russell 2000 ETF worth $47.5M as of Q1 2026.
  • NorthRock Partners bought 845 iShares Russell 2000 ETF shares in Q1 2026, an estimated $218K.
  • iShares Russell 2000 ETF made up 0.77% of NorthRock Partners's portfolio in Q1 2026, its #29 holding.
  • NorthRock Partners first reported a position in iShares Russell 2000 ETF in Q4 2018 and has held it in 30 quarters since.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on NorthRock Partners's 13F filing for Q1 2026, filed 15 May 2026.