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 Q2	$30K	Sell	100 -100	-50%	-$28.1K	﹤0.01%	675
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 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

NorthRock Partners's IWM Position: Q2 2026 in Review

NorthRock Partners reduced its iShares Russell 2000 ETF (IWM) stake by 0.04% in Q2 2026, selling an estimated $24.2K and leaving 191,265 shares worth $57.5M. The position accounts for 0.83% of the portfolio, ranked #27.

NorthRock Partners first reported a position in IWM in Q4 2018 and has held it in 31 quarters since. 2,732 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

NorthRock Partners held 191,265 shares of iShares Russell 2000 ETF worth $57.5M as of Q2 2026.
NorthRock Partners sold 86 iShares Russell 2000 ETF shares in Q2 2026, an estimated $24.2K.
iShares Russell 2000 ETF made up 0.83% of NorthRock Partners's portfolio in Q2 2026, its #27 holding.
NorthRock Partners first reported a position in iShares Russell 2000 ETF in Q4 2018 and has held it in 31 quarters since.
2,732 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on NorthRock Partners's 13F filing for Q2 2026, filed 11 Aug 2026.