NQWM
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Northwest Quadrant Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History

Northwest Quadrant Wealth 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
2026
Q2 		$214K Buy
+713
New +$200K 0.04% 76
2025
Q1 		– Sell
-1,017
Closed -$225K – 71
2024
Q4 		$225K Buy
+1,017
New +$232K 0.05% 68

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Treasurer of the State of North Carolina
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
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Northwest Quadrant Wealth Management's IWM Position: Q2 2026 in Review

Northwest Quadrant Wealth Management opened a new position in iShares Russell 2000 ETF (IWM) in Q2 2026: 713 shares worth $214K. The stake represents 0.04% of the portfolio and ranks #76 among its holdings. This is a return to the name: Northwest Quadrant Wealth Management previously reported a position in IWM as recently as Q4 2024.

Northwest Quadrant Wealth Management first reported a position in IWM in Q4 2024 and has held it in 2 quarters since. The position peaked at $225K in Q4 2024. 2,740 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Northwest Quadrant Wealth Management held 713 shares of iShares Russell 2000 ETF worth $214K as of Q2 2026.
  • iShares Russell 2000 ETF was a new Northwest Quadrant Wealth Management position in Q2 2026.
  • iShares Russell 2000 ETF made up 0.04% of Northwest Quadrant Wealth Management's portfolio in Q2 2026, its #76 holding.
  • Northwest Quadrant Wealth Management first reported a position in iShares Russell 2000 ETF in Q4 2024 and has held it in 2 quarters since.
  • Northwest Quadrant Wealth Management's iShares Russell 2000 ETF position peaked at $225K in Q4 2024.
  • 2,740 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Northwest Quadrant Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.