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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 		$49.6K Buy
+200
New +$51.6K ﹤0.01% 657
2025
Q4 		– Sell
-400
Closed -$96.8K – 767
2025
Q3 		$96.8K Buy
400
+200
+100% +$45.9K ﹤0.01% 846
2025
Q2 		$43.2K Hold
200
– – ﹤0.01% 672
2025
Q1 		$39.9K Hold
200
– – ﹤0.01% 703
2024
Q4 		$44.2K Hold
200
– – ﹤0.01% 659
2024
Q3 		$44.2K Buy
200
+100
+100% +$21.4K ﹤0.01% 703
2024
Q2 		$20.3K Hold
100
– – ﹤0.01% 715
2024
Q1 		$21K Buy
+100
New +$19.9K ﹤0.01% 704

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.