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 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

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

NWF Advisory Services's IWM Position: Q1 2026 in Review

NWF Advisory Services increased its iShares Russell 2000 ETF (IWM) stake by 3.8% in Q1 2026, buying an estimated $312K and bringing the position to 33,053 shares worth $8.2M. The position accounts for 0.93% of the portfolio, ranked #29.

NWF Advisory Services first reported a position in IWM in Q1 2023 and has held it in 13 quarters since. The position peaked at $10.5M in Q3 2025. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

NWF Advisory Services held 33,053 shares of iShares Russell 2000 ETF worth $8.2M as of Q1 2026.
NWF Advisory Services bought 1,210 iShares Russell 2000 ETF shares in Q1 2026, an estimated $312K.
iShares Russell 2000 ETF made up 0.93% of NWF Advisory Services's portfolio in Q1 2026, its #29 holding.
NWF Advisory Services first reported a position in iShares Russell 2000 ETF in Q1 2023 and has held it in 13 quarters since.
NWF Advisory Services's iShares Russell 2000 ETF position peaked at $10.5M in Q3 2025.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on NWF Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.