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Northstar Financial Companies’s iShares Russell 2000 ETF IWM Stock Holding History

Northstar Financial Companies’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 		$484K Buy
1,612
+26
+2% +$7.31K 0.33% 66
2026
Q1 		$393K Sell
1,586
-1,141
-42% -$294K 0.31% 70
2025
Q4 		$671K Buy
2,727
+395
+17% +$97.1K 0.53% 51
2025
Q3 		$564K Sell
2,332
-2
-0.1% -$459 0.52% 50
2025
Q2 		$504K Buy
2,334
+738
+46% +$149K 0.52% 50
2025
Q1 		$318K Sell
1,596
-24
-1% -$5.21K 0.35% 70
2024
Q4 		$358K Buy
+1,620
New +$369K 0.34% 64

Other funds holding IWM

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
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
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
MASUI
MIRAE ASSET SECURITIES (USA) INC. New York $3.58B AUM 45.67% 1-Year Est. Return

Northstar Financial Companies's IWM Position: Q2 2026 in Review

Northstar Financial Companies increased its iShares Russell 2000 ETF (IWM) stake by 1.6% in Q2 2026, buying an estimated $7.31K and bringing the position to 1,612 shares worth $484K. The position accounts for 0.33% of the portfolio, ranked #66.

Northstar Financial Companies first reported a position in IWM in Q4 2024 and has held it in 7 quarters since. The position peaked at $671K in Q4 2025. 1,701 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Northstar Financial Companies held 1,612 shares of iShares Russell 2000 ETF worth $484K as of Q2 2026.
  • Northstar Financial Companies bought 26 iShares Russell 2000 ETF shares in Q2 2026, an estimated $7.31K.
  • iShares Russell 2000 ETF made up 0.33% of Northstar Financial Companies's portfolio in Q2 2026, its #66 holding.
  • Northstar Financial Companies first reported a position in iShares Russell 2000 ETF in Q4 2024 and has held it in 7 quarters since.
  • Northstar Financial Companies's iShares Russell 2000 ETF position peaked at $671K in Q4 2025.
  • 1,701 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Northstar Financial Companies's 13F filing for Q2 2026, filed 6 Aug 2026.