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

Northwest 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 		$1.15M Hold
3,816
– – 0.15% 76
2026
Q1 		$946K Hold
3,816
– – 0.14% 76
2025
Q4 		$939K Sell
3,816
-133
-3% -$32.7K 0.15% 73
2025
Q3 		$956K Hold
3,949
– – 0.16% 75
2025
Q2 		$852K Hold
3,949
– – 0.15% 79
2025
Q1 		$788K Sell
3,949
-22
-0.6% -$4.77K 0.16% 80
2024
Q4 		$877K Hold
3,971
– – 0.19% 76
2024
Q3 		$877K Sell
3,971
-82
-2% -$17.5K 0.2% 75
2024
Q2 		$822K Sell
4,053
-1
-0% -$202 0.21% 76
2024
Q1 		$853K Hold
4,054
– – 0.23% 75
2023
Q4 		$814K Sell
4,054
-46
-1% -$8.24K 0.25% 71
2023
Q3 		$725K Sell
4,100
-5
-0.1% -$939 0.26% 72
2023
Q2 		$769K Sell
4,105
-168
-4% -$30K 0.28% 71
2023
Q1 		$762K Sell
4,273
-31
-0.7% -$5.71K 0.29% 70
2022
Q4 		$750K Hold
4,304
– – 0.32% 70
2022
Q3 		$710K Sell
4,304
-33
-0.8% -$6.02K 0.31% 75
2022
Q2 		$734K Buy
4,337
+102
+2% +$18.8K 0.32% 76
2022
Q1 		$869K Buy
4,235
+254
+6% +$51.8K 0.43% 60
2021
Q4 		$885K Hold
3,981
– – 0.41% 59
2021
Q3 		$871K Buy
3,981
+1
+0% +$222 0.43% 56
2021
Q2 		$913K Sell
3,980
-30
-0.7% -$6.75K 0.48% 51
2021
Q1 		$886K Buy
4,010
+16
+0.4% +$3.49K 0.56% 49
2020
Q4 		$783K Buy
3,994
+52
+1% +$9.1K 0.54% 50
2020
Q3 		$591K Sell
3,942
-36
-0.9% -$5.42K 0.49% 55
2020
Q2 		$570K Buy
3,978
+36
+0.9% +$4.72K 0.5% 51
2020
Q1 		$451K Buy
+3,942
New +$588K 0.46% 57
2019
Q2 		– Sell
-179
Closed -$27K – 305
2019
Q1 		$27K Buy
179
+1
+0.6% +$150 0.02% 271
2018
Q4 		$24K Hold
178
– – 0.02% 266
2018
Q3 		$30K Hold
178
– – 0.02% 258
2018
Q2 		$29K Hold
178
– – 0.02% 267
2018
Q1 		$27K Buy
+178
New +$27.5K 0.02% 281

Other funds holding IWM

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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

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

Northwest Wealth Management held its iShares Russell 2000 ETF (IWM) position steady in Q2 2026 at 3,816 shares worth $1.15M. The position accounts for 0.15% of the portfolio, ranked #76.

Northwest Wealth Management first reported a position in IWM in Q1 2018 and has held it in 31 quarters since. 1,115 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Northwest Wealth Management held 3,816 shares of iShares Russell 2000 ETF worth $1.15M as of Q2 2026.
  • Northwest Wealth Management left its iShares Russell 2000 ETF share count unchanged in Q2 2026.
  • iShares Russell 2000 ETF made up 0.15% of Northwest Wealth Management's portfolio in Q2 2026, its #76 holding.
  • Northwest Wealth Management first reported a position in iShares Russell 2000 ETF in Q1 2018 and has held it in 31 quarters since.
  • 1,115 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

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