NorthStar Asset Management (Pennsylvania)’s iShares Russell 2000 ETF IWM Stock Holding History

NorthStar Asset Management (Pennsylvania)’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	$81.8K	Buy	+281	New	+$79K	0.02%	177

Other funds holding IWM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

NorthStar Asset Management (Pennsylvania)'s IWM Position: Q2 2026 in Review

NorthStar Asset Management (Pennsylvania) opened a new position in iShares Russell 2000 ETF (IWM) in Q2 2026: 281 shares worth $81.8K. The stake represents 0.02% of the portfolio and ranks #177 among its holdings.

2,089 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

NorthStar Asset Management (Pennsylvania) held 281 shares of iShares Russell 2000 ETF worth $81.8K as of Q2 2026.
iShares Russell 2000 ETF was a new NorthStar Asset Management (Pennsylvania) position in Q2 2026.
iShares Russell 2000 ETF made up 0.02% of NorthStar Asset Management (Pennsylvania)'s portfolio in Q2 2026, its #177 holding.
2,089 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on NorthStar Asset Management (Pennsylvania)'s 13F filing for Q2 2026, filed 27 Jul 2026.