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NVWM LLC’s iShares Russell 2000 ETF IWM Stock Holding History

NVWM LLC’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 		$6.11M Buy
24,622
+8,135
+49% +$2.1M 1.36% 14
2025
Q4 		$4.06M Buy
16,487
+13,439
+441% +$3.3M 0.88% 25
2025
Q3 		$737K Hold
3,048
– – 0.17% 149
2025
Q2 		$658K Sell
3,048
-10,589
-78% -$2.13M 0.16% 159
2025
Q1 		$2.72M Buy
13,637
+21
+0.2% +$4.55K 0.72% 34
2024
Q4 		$3.01M Buy
13,616
+4,546
+50% +$1.04M 0.76% 32
2024
Q3 		$2M Buy
9,070
+2,144
+31% +$459K 0.51% 47
2024
Q2 		$1.41M Buy
6,926
+326
+5% +$65.9K 0.37% 76
2024
Q1 		$1.39M Buy
6,600
+1,393
+27% +$278K 0.38% 78
2023
Q4 		$1.05M Buy
+5,207
New +$933K 0.31% 95
2023
Q3 		– Sell
-72
Closed -$13.5K – 458
2023
Q2 		$13.5K Sell
72
-733
-91% -$131K ﹤0.01% 324
2023
Q1 		$144K Sell
805
-1,105
-58% -$203K 0.05% 204
2022
Q4 		$333K Sell
1,910
-675
-26% -$120K 0.12% 170
2022
Q3 		$427K Buy
2,585
+33
+1% +$6.02K 0.17% 148
2022
Q2 		$432K Hold
2,552
– – 0.17% 155
2022
Q1 		$524K Buy
2,552
+715
+39% +$146K 0.17% 164
2021
Q4 		$408K Buy
+1,837
New +$415K 0.13% 169
2020
Q1 		– Sell
-32
Closed -$5K – 353
2019
Q4 		$5K Hold
32
– – ﹤0.01% 266
2019
Q3 		$5K Sell
32
-366
-92% -$55.9K ﹤0.01% 299
2019
Q2 		$62K Sell
398
-24
-6% -$3.7K 0.04% 197
2019
Q1 		$65K Sell
422
-8,322
-95% -$1.25M 0.04% 171
2018
Q4 		$1.17M Buy
8,744
+8,662
+10,563% +$1.29M 0.88% 33
2018
Q3 		$14K Hold
82
– – 0.01% 238
2018
Q2 		$13K Hold
82
– – 0.01% 244
2018
Q1 		$12K Buy
82
+50
+156% +$7.72K 0.01% 255
2017
Q4 		$5K Buy
+32
New +$4.81K ﹤0.01% 269

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

NVWM LLC's IWM Position: Q1 2026 in Review

NVWM LLC increased its iShares Russell 2000 ETF (IWM) stake by 49% in Q1 2026, buying an estimated $2.1M and bringing the position to 24,622 shares worth $6.11M. The position accounts for 1.36% of the portfolio, ranked #14.

NVWM LLC first reported a position in IWM in Q4 2017 and has held it in 26 quarters since. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • NVWM LLC held 24,622 shares of iShares Russell 2000 ETF worth $6.11M as of Q1 2026.
  • NVWM LLC bought 8,135 iShares Russell 2000 ETF shares in Q1 2026, an estimated $2.1M.
  • iShares Russell 2000 ETF made up 1.36% of NVWM LLC's portfolio in Q1 2026, its #14 holding.
  • NVWM LLC first reported a position in iShares Russell 2000 ETF in Q4 2017 and has held it in 26 quarters since.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on NVWM LLC's 13F filing for Q1 2026, filed 27 Apr 2026.