Northwest Financial Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Northwest Financial Advisors’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	$237K	Buy	+788	New	+$221K	0.03%	79
2025 Q4	–	Sell	-1,742	Closed	-$422K	–	76
2025 Q3	$422K	Sell	1,742 -112	-6%	-$25.7K	0.54%	53
2025 Q2	$400K	Sell	1,854 -300	-14%	-$60.4K	0.56%	53
2025 Q1	$430K	Sell	2,154 -11	-0.5%	-$2.39K	0.36%	66
2024 Q4	$478K	Sell	2,165 -42	-2%	-$9.58K	0.4%	62
2024 Q3	$487K	Sell	2,207 -31	-1%	-$6.63K	0.39%	57
2024 Q2	$454K	Buy	2,238 +2	+0.1%	+$404	0.46%	52
2024 Q1	$470K	Sell	2,236 -49	-2%	-$9.78K	0.52%	49
2023 Q4	$459K	Buy	+2,285	New	+$409K	0.39%	50

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

Northwest Financial Advisors's IWM Position: Q2 2026 in Review

Northwest Financial Advisors opened a new position in iShares Russell 2000 ETF (IWM) in Q2 2026: 788 shares worth $237K. The stake represents 0.03% of the portfolio and ranks #79 among its holdings. This is a return to the name: Northwest Financial Advisors previously reported a position in IWM as recently as Q3 2025.

Northwest Financial Advisors first reported a position in IWM in Q4 2023 and has held it in 9 quarters since. The position peaked at $487K in Q3 2024. 2,725 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Northwest Financial Advisors held 788 shares of iShares Russell 2000 ETF worth $237K as of Q2 2026.
iShares Russell 2000 ETF was a new Northwest Financial Advisors position in Q2 2026.
iShares Russell 2000 ETF made up 0.03% of Northwest Financial Advisors's portfolio in Q2 2026, its #79 holding.
Northwest Financial Advisors first reported a position in iShares Russell 2000 ETF in Q4 2023 and has held it in 9 quarters since.
Northwest Financial Advisors's iShares Russell 2000 ETF position peaked at $487K in Q3 2024.
2,725 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Northwest Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.