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

Beacon Investment 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
Q2 		$8M Sell
26,636
-698
-3% -$196K 0.3% 75
2026
Q1 		$6.78M Sell
27,334
-261
-0.9% -$67.3K 0.28% 87
2025
Q4 		$6.79M Buy
27,595
+195
+0.7% +$47.9K 0.28% 84
2025
Q3 		$6.63M Sell
27,400
-212
-0.8% -$48.6K 0.28% 83
2025
Q2 		$5.96M Buy
27,612
+10,276
+59% +$2.07M 0.26% 80
2025
Q1 		$3.46M Buy
17,336
+1,603
+10% +$348K 0.16% 95
2024
Q4 		$3.48M Sell
15,733
-95
-0.6% -$21.7K 0.15% 95
2024
Q3 		$3.5M Buy
15,828
+59
+0.4% +$12.6K 0.15% 100
2024
Q2 		$3.2M Buy
15,769
+434
+3% +$87.7K 0.14% 102
2024
Q1 		$3.22M Sell
15,335
-243
-2% -$48.5K 0.14% 103
2023
Q4 		$3.13M Sell
15,578
-41
-0.3% -$7.34K 0.14% 105
2023
Q3 		$2.76M Sell
15,619
-586
-4% -$110K 0.14% 108
2023
Q2 		$3.03M Buy
16,205
+1,452
+10% +$259K 0.14% 112
2023
Q1 		$2.63M Sell
14,753
-734
-5% -$135K 0.13% 115
2022
Q4 		$2.7M Buy
15,487
+1,262
+9% +$224K 0.14% 112
2022
Q3 		$2.35M Sell
14,225
-20
-0.1% -$3.65K 0.13% 114
2022
Q2 		$2.41M Sell
14,245
-831
-6% -$153K 0.13% 117
2022
Q1 		$3.1M Sell
15,076
-454
-3% -$92.6K 0.13% 117
2021
Q4 		$3.46M Buy
15,530
+235
+2% +$53.1K 0.13% 112
2021
Q3 		$3.35M Sell
15,295
-828
-5% -$184K 0.14% 114
2021
Q2 		$3.7M Sell
16,123
-586
-4% -$132K 0.15% 111
2021
Q1 		$3.69M Sell
16,709
-150
-0.9% -$32.8K 0.16% 107
2020
Q4 		$3.31M Sell
16,859
-37
-0.2% -$6.47K 0.15% 105
2020
Q3 		$2.53M Sell
16,896
-630
-4% -$94.8K 0.13% 112
2020
Q2 		$2.51M Sell
17,526
-213,287
-92% -$28M 0.14% 109
2020
Q1 		$26.4M Buy
230,813
+84,582
+58% +$12.6M 1.86% 11
2019
Q4 		$24.2M Sell
146,231
-1,199
-0.8% -$189K 1.29% 25
2019
Q3 		$22.3M Sell
147,430
-13,841
-9% -$2.11M 2.23% 8
2019
Q2 		$25.1M Sell
161,271
-1,379
-0.8% -$213K 2.66% 5
2019
Q1 		$24.9M Sell
162,650
-383
-0.2% -$57.6K 2.64% 5
2018
Q4 		$21.8M Buy
+163,033
New +$24.3M 2.41% 8

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

Beacon Investment Advisory Services's IWM Position: Q2 2026 in Review

Beacon Investment Advisory Services reduced its iShares Russell 2000 ETF (IWM) stake by 2.6% in Q2 2026, selling an estimated $196K and leaving 26,636 shares worth $8M. The position accounts for 0.3% of the portfolio, ranked #75.

Beacon Investment Advisory Services first reported a position in IWM in Q4 2018 and has held it in 31 quarters since. The position peaked at $26.4M in Q1 2020. 2,737 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Beacon Investment Advisory Services held 26,636 shares of iShares Russell 2000 ETF worth $8M as of Q2 2026.
  • Beacon Investment Advisory Services sold 698 iShares Russell 2000 ETF shares in Q2 2026, an estimated $196K.
  • iShares Russell 2000 ETF made up 0.3% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #75 holding.
  • Beacon Investment Advisory Services first reported a position in iShares Russell 2000 ETF in Q4 2018 and has held it in 31 quarters since.
  • Beacon Investment Advisory Services's iShares Russell 2000 ETF position peaked at $26.4M in Q1 2020.
  • 2,737 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.