NWF Advisory Services
IWM icon

NWF Advisory Services’s iShares Russell 2000 ETF IWM Stock Holding History

NWF Advisory Services’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
Q3 		$10M Buy
36,108
+2,239
+7% +$658K 0.93% 24
2026
Q2 		$10.2M Buy
33,869
+816
+2% +$229K 0.96% 26
2026
Q1 		$8.2M Buy
33,053
+1,210
+4% +$312K 0.93% 29
2025
Q4 		$7.84M Sell
31,843
-11,368
-26% -$2.79M 0.87% 30
2025
Q3 		$10.5M Buy
43,211
+2,076
+5% +$476K 1.15% 22
2025
Q2 		$8.88M Buy
41,135
+18,518
+82% +$3.73M 1.06% 26
2025
Q1 		$4.51M Sell
22,617
-182
-0.8% -$39.5K 0.63% 42
2024
Q4 		$5.04M Buy
22,799
+328
+1% +$74.8K 0.74% 37
2024
Q3 		$4.96M Sell
22,471
-548
-2% -$117K 0.72% 37
2024
Q2 		$4.67M Buy
23,019
+171
+0.7% +$34.6K 0.74% 35
2024
Q1 		$4.8M Buy
22,848
+16,284
+248% +$3.25M 0.8% 32
2023
Q4 		$1.32M Buy
6,564
+1,101
+20% +$197K 0.26% 75
2023
Q3 		$966K Sell
5,463
-4,594
-46% -$862K 0.23% 83
2023
Q2 		$1.88M Hold
10,057
– – 0.44% 48
2023
Q1 		$1.88M Buy
+10,057
New +$1.85M 0.44% 48

Other funds holding IWM

MIRAE ASSET SECURITIES (USA) INC.
MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.78% 1-Year Est. Return
Stairway Partners
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
First Financial Bank - Trust Division
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
SteelPeak Wealth
SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return
OE
OFS Enterprise Kearney, Nebraska $382M AUM
Edge Wealth Management
Edge Wealth Management New York $666M AUM 17.64% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

NWF Advisory Services's IWM Position: Q3 2026 in Review

NWF Advisory Services increased its iShares Russell 2000 ETF (IWM) stake by 6.6% in Q3 2026, buying an estimated $658K and bringing the position to 36,108 shares worth $10M. The position accounts for 0.93% of the portfolio, ranked #24.

NWF Advisory Services first reported a position in IWM in Q1 2023 and has held it in 15 quarters since. The position peaked at $10.5M in Q3 2025. 571 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

  • NWF Advisory Services held 36,108 shares of iShares Russell 2000 ETF worth $10M as of Q3 2026.
  • NWF Advisory Services bought 2,239 iShares Russell 2000 ETF shares in Q3 2026, an estimated $658K.
  • iShares Russell 2000 ETF made up 0.93% of NWF Advisory Services's portfolio in Q3 2026, its #24 holding.
  • NWF Advisory Services first reported a position in iShares Russell 2000 ETF in Q1 2023 and has held it in 15 quarters since.
  • NWF Advisory Services's iShares Russell 2000 ETF position peaked at $10.5M in Q3 2025.
  • 571 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on NWF Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.