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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
Q1 		– Sell
-200
Closed -$27 – 270
2025
Q4 		$27 Buy
+200
New +$49.2K ﹤0.01% 249

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. 1,116 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.
  • 1,116 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.