Northwest Capital Management’s iShares Russell 2000 ETF IWM Stock Holding History

Northwest Capital Management’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
2025 Q4	–	Sell	-219	Closed	-$53K	–	163
2025 Q3	$53K	Sell	219 -700	-76%	-$161K	0.06%	114
2025 Q2	$198K	Hold	919	–	–	0.11%	108
2025 Q1	$183K	Hold	919	–	–	0.08%	119
2024 Q4	$203K	Hold	919	–	–	0.09%	106
2024 Q3	$203K	Hold	919	–	–	0.07%	107
2024 Q2	$186K	Sell	919 -2	-0.2%	-$404	0.07%	109
2024 Q1	$194K	Hold	921	–	–	0.06%	128
2023 Q4	$185K	Hold	921	–	–	0.06%	124
2023 Q3	$163K	Sell	921 -494	-35%	-$92.7K	0.06%	125
2023 Q2	$265K	Sell	1,415 -651	-32%	-$116K	0.11%	89
2023 Q1	$369K	Sell	2,066 -271	-12%	-$49.9K	0.18%	72
2022 Q4	$407K	Buy	+2,337	New	+$416K	0.22%	63
2021 Q4	–	Sell	-1,039	Closed	-$236K	–	99
2021 Q3	$236K	Sell	1,039 -19	-2%	-$4.21K	0.12%	85
2021 Q2	$234K	Buy	1,058 +1	+0.1%	+$225	0.13%	77
2021 Q1	$234K	Buy	1,057 +20	+2%	+$4.37K	0.17%	59
2020 Q4	$203K	Buy	+1,037	New	+$181K	0.15%	64
2019 Q2	–	Sell	-1,553	Closed	-$238K	–	61
2019 Q1	$238K	Sell	1,553 -579	-27%	-$87K	0.29%	54
2018 Q4	$286K	Buy	2,132 +55	+3%	+$8.21K	0.4%	46
2018 Q3	$350K	Buy	+2,077	New	+$351K	0.37%	44

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Northwest Capital Management's IWM Position: Q4 2025 in Review

Northwest Capital Management sold out of iShares Russell 2000 ETF (IWM) in Q4 2025, closing a stake of 219 shares — an estimated $53K sold.

Northwest Capital Management first reported a position in IWM in Q3 2018 and held it in 19 quarters. The position peaked at $407K in Q4 2022. 2,590 funds tracked by Wall St. Rank hold IWM as of Q4 2025.

Northwest Capital Management reported no remaining iShares Russell 2000 ETF position as of Q4 2025 after selling out during the quarter.
Northwest Capital Management sold 219 iShares Russell 2000 ETF shares in Q4 2025, an estimated $53K.
Northwest Capital Management first reported a position in iShares Russell 2000 ETF in Q3 2018 and held it in 19 quarters.
Northwest Capital Management's iShares Russell 2000 ETF position peaked at $407K in Q4 2022.
2,590 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2025.

Based on Northwest Capital Management's 13F filing for Q4 2025, filed 26 Jan 2026.