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 Q2	$355K	Buy	1,181 +104	+10%	+$29.2K	0.11%	116
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 $1.55T 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

Nvest Financial's IWM Position: Q2 2026 in Review

Nvest Financial increased its iShares Russell 2000 ETF (IWM) stake by 9.7% in Q2 2026, buying an estimated $29.2K and bringing the position to 1,181 shares worth $355K. The position accounts for 0.11% of the portfolio, ranked #116.

Nvest Financial first reported a position in IWM in Q4 2023 and has held it in 8 quarters since. The position peaked at $1.1M in Q4 2024. 2,732 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Nvest Financial held 1,181 shares of iShares Russell 2000 ETF worth $355K as of Q2 2026.
Nvest Financial bought 104 iShares Russell 2000 ETF shares in Q2 2026, an estimated $29.2K.
iShares Russell 2000 ETF made up 0.11% of Nvest Financial's portfolio in Q2 2026, its #116 holding.
Nvest Financial first reported a position in iShares Russell 2000 ETF in Q4 2023 and has held it in 8 quarters since.
Nvest Financial's iShares Russell 2000 ETF position peaked at $1.1M in Q4 2024.
2,732 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Nvest Financial's 13F filing for Q2 2026, filed 30 Jul 2026.