Nvest Financial’s iShares Russell 2000 ETF IWM Stock Holding History

Nvest Financial’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	$267K	Buy	1,077 +88	+9%	+$22.7K	0.1%	125
2025 Q4	$243K	Buy	+989	New	+$243K	0.1%	121
2025 Q1	–	Sell	-4,987	Closed	-$1.1M	–	103
2024 Q4	$1.1M	Buy	4,987 +198	+4%	+$45.1K	0.56%	51
2024 Q3	$1.06M	Buy	4,789 +413	+9%	+$88.4K	0.6%	47
2024 Q2	$888K	Buy	4,376 +632	+17%	+$128K	0.55%	48
2024 Q1	$787K	Buy	3,744 +1,129	+43%	+$225K	0.52%	47
2023 Q4	$525K	Buy	+2,615	New	+$468K	0.41%	47

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

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

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

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

Nvest Financial's IWM Position: Q1 2026 in Review

Nvest Financial increased its iShares Russell 2000 ETF (IWM) stake by 8.9% in Q1 2026, buying an estimated $22.7K and bringing the position to 1,077 shares worth $267K. The position accounts for 0.1% of the portfolio, ranked #125.

Nvest Financial first reported a position in IWM in Q4 2023 and has held it in 7 quarters since. The position peaked at $1.1M in Q4 2024. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Nvest Financial held 1,077 shares of iShares Russell 2000 ETF worth $267K as of Q1 2026.
Nvest Financial bought 88 iShares Russell 2000 ETF shares in Q1 2026, an estimated $22.7K.
iShares Russell 2000 ETF made up 0.1% of Nvest Financial's portfolio in Q1 2026, its #125 holding.
Nvest Financial first reported a position in iShares Russell 2000 ETF in Q4 2023 and has held it in 7 quarters since.
Nvest Financial's iShares Russell 2000 ETF position peaked at $1.1M in Q4 2024.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Nvest Financial's 13F filing for Q1 2026, filed 28 Apr 2026.