NWI Management’s iShares Russell 2000 ETF IWM Stock Holding History

NWI Management’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
2025 Q2	–	Sell	-5,000	Closed	-$997K	–	59
2025 Q1	$997K	Buy	+5,000	New	+$1.08M	0.13%	40
2024 Q4	–	Sell	-5,000	Closed	-$1.1M	–	56
2024 Q3	$1.1M	Hold	5,000	–	–	0.03%	40
2024 Q2	$1.01M	Hold	5,000	–	–	0.04%	38
2024 Q1	$1.05M	Hold	5,000	–	–	0.03%	46
2023 Q4	$1M	Hold	5,000	–	–	0.02%	45
2023 Q3	$884K	Hold	5,000	–	–	0.04%	47
2023 Q2	$936K	Buy	+5,000	New	+$891K	0.17%	40
2017 Q1	–	Sell	-40,000	Closed	-$5.39M	–	35
2016 Q4	$5.39M	Buy	+40,000	New	+$5.11M	0.43%	26

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

NWI Management's IWM Position: Q2 2025 in Review

NWI Management sold out of iShares Russell 2000 ETF (IWM) in Q2 2025, closing a stake of 5,000 shares — an estimated $997K sold.

NWI Management first reported a position in IWM in Q4 2016 and held it in 8 quarters. The position peaked at $5.39M in Q4 2016. 2,362 funds tracked by Wall St. Rank hold IWM as of Q2 2025.

NWI Management reported no remaining iShares Russell 2000 ETF position as of Q2 2025 after selling out during the quarter.
NWI Management sold 5,000 iShares Russell 2000 ETF shares in Q2 2025, an estimated $997K.
NWI Management first reported a position in iShares Russell 2000 ETF in Q4 2016 and held it in 8 quarters.
NWI Management's iShares Russell 2000 ETF position peaked at $5.39M in Q4 2016.
2,362 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2025.

Based on NWI Management's 13F filing for Q2 2025, filed 14 Aug 2025.