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

NWAM 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	$2.56M	Buy	10,307 +585	+6%	+$151K	0.15%	146
2025 Q4	$2.45M	Buy	9,722 +142	+1%	+$34.9K	0.14%	151
2025 Q3	$2.34M	Sell	9,580 -166	-2%	-$38.1K	0.13%	169
2025 Q2	$2.11M	Buy	9,746 +2,978	+44%	+$599K	0.12%	167
2025 Q1	$1.35M	Sell	6,768 -10,355	-60%	-$2.25M	0.12%	170
2024 Q4	$3.78M	Sell	17,123 -644	-4%	-$147K	0.23%	97
2024 Q3	$3.92M	Buy	+17,767	New	+$3.8M	0.24%	93
2024 Q2	–	Sell	-17,397	Closed	-$3.6M	–	351
2024 Q1	$3.6M	Sell	17,397 -33,465	-66%	-$6.68M	0.29%	79
2023 Q4	$10.2M	Buy	50,862 +30,149	+146%	+$5.4M	0.82%	21
2023 Q3	$3.66M	Sell	20,713 -4,638	-18%	-$871K	0.37%	66
2023 Q2	$4.75M	Sell	25,351 -2,536	-9%	-$452K	0.39%	60
2023 Q1	$4.98M	Sell	27,887 -12,486	-31%	-$2.3M	0.5%	41
2022 Q4	$7.04M	Sell	40,373 -6,879	-15%	-$1.22M	0.62%	24
2022 Q3	$7.79M	Buy	47,252 +27,248	+136%	+$4.97M	0.74%	25
2022 Q2	$3.43M	Sell	20,004 -15,290	-43%	-$2.82M	0.32%	72
2022 Q1	$7.25M	Buy	35,294 +11,318	+47%	+$2.31M	0.56%	35
2021 Q4	$5.33M	Buy	23,976 +7,532	+46%	+$1.7M	0.42%	49
2021 Q3	$3.6M	Buy	16,444 +665	+4%	+$147K	0.33%	75
2021 Q2	$3.62M	Buy	15,779 +9,950	+171%	+$2.24M	0.34%	79
2021 Q1	$1.29M	Sell	5,829 -4,730	-45%	-$1.03M	0.13%	173
2020 Q4	$2.07M	Sell	10,559 -747	-7%	-$131K	0.24%	105
2020 Q3	$1.69M	Sell	11,306 -7,698	-41%	-$1.16M	0.28%	92
2020 Q2	$2.72M	Buy	19,004 +2,350	+14%	+$308K	0.38%	66
2020 Q1	$1.91K	Buy	16,654 +2,686	+19%	+$400K	0.05%	96
2019 Q4	$2.31M	Buy	13,968 +2,077	+17%	+$328K	0.4%	55
2019 Q3	$1.8M	Sell	11,891 -6,875	-37%	-$1.05M	0.34%	70
2019 Q2	$2.92M	Buy	18,766 +13,471	+254%	+$2.08M	0.58%	36
2019 Q1	$811K	Sell	5,295 -249	-4%	-$37.4K	0.17%	126
2018 Q4	$742K	Sell	5,544 -34	-0.6%	-$5.07K	0.19%	125
2018 Q3	$940K	Buy	5,578 +473	+9%	+$79.9K	0.21%	103
2018 Q2	$836K	Buy	5,105 +134	+3%	+$21.4K	0.2%	118
2018 Q1	$755K	Sell	4,971 -205	-4%	-$31.7K	0.19%	123
2017 Q4	$789K	Buy	5,176 +80	+2%	+$12K	0.2%	118
2017 Q3	$755K	Sell	5,096 -363	-7%	-$51.1K	0.2%	124
2017 Q2	$769K	Buy	5,459 +778	+17%	+$108K	0.13%	119
2017 Q1	$644K	Buy	4,681 +48	+1%	+$6.56K	0.2%	118
2016 Q4	$625K	Buy	4,633 +3,017	+187%	+$386K	0.21%	120
2016 Q3	$201K	Buy	+1,616	New	+$196K	0.02%	253
2015 Q3	–	Sell	-33,000	Closed	-$4.16M	–	191
2015 Q2	$4.16M	Buy	+33,000	New	+$4.12M	1.74%	14

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

NWAM LLC's IWM Position: Q1 2026 in Review

NWAM LLC increased its iShares Russell 2000 ETF (IWM) stake by 6% in Q1 2026, buying an estimated $151K and bringing the position to 10,307 shares worth $2.56M. The position accounts for 0.15% of the portfolio, ranked #146.

NWAM LLC first reported a position in IWM in Q2 2015 and has held it in 39 quarters since. The position peaked at $10.2M in Q4 2023. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

NWAM LLC held 10,307 shares of iShares Russell 2000 ETF worth $2.56M as of Q1 2026.
NWAM LLC bought 585 iShares Russell 2000 ETF shares in Q1 2026, an estimated $151K.
iShares Russell 2000 ETF made up 0.15% of NWAM LLC's portfolio in Q1 2026, its #146 holding.
NWAM LLC first reported a position in iShares Russell 2000 ETF in Q2 2015 and has held it in 39 quarters since.
NWAM LLC's iShares Russell 2000 ETF position peaked at $10.2M in Q4 2023.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on NWAM LLC's 13F filing for Q1 2026, filed 4 May 2026.