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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
Q2 		$7.23M Sell
24,049
-573
-2% -$161K 1.46% 14
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 $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Treasurer of the State of North Carolina
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
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

NVWM LLC's IWM Position: Q2 2026 in Review

NVWM LLC reduced its iShares Russell 2000 ETF (IWM) stake by 2.3% in Q2 2026, selling an estimated $161K and leaving 24,049 shares worth $7.23M. The position accounts for 1.46% of the portfolio, ranked #14.

NVWM LLC first reported a position in IWM in Q4 2017 and has held it in 27 quarters since. 2,740 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • NVWM LLC held 24,049 shares of iShares Russell 2000 ETF worth $7.23M as of Q2 2026.
  • NVWM LLC sold 573 iShares Russell 2000 ETF shares in Q2 2026, an estimated $161K.
  • iShares Russell 2000 ETF made up 1.46% of NVWM LLC's portfolio in Q2 2026, its #14 holding.
  • NVWM LLC first reported a position in iShares Russell 2000 ETF in Q4 2017 and has held it in 27 quarters since.
  • 2,740 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on NVWM LLC's 13F filing for Q2 2026, filed 29 Jul 2026.