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Beaumont Financial Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Beaumont Financial Advisors’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 		$263K Buy
1,062
+115
+12% +$29.7K 0.02% 318
2025
Q4 		$233K Sell
947
-144
-13% -$35.4K 0.02% 338
2025
Q3 		$264K Buy
1,091
+1
+0.1% +$229 0.02% 343
2025
Q2 		$235K Hold
1,090
– – 0.02% 338
2025
Q1 		$217K Buy
1,090
+101
+10% +$21.9K 0.02% 345
2024
Q4 		$219K Buy
989
+15
+2% +$3.42K 0.02% 343
2024
Q3 		$215K Sell
974
-227
-19% -$48.6K 0.02% 331
2024
Q2 		$244K Buy
1,201
+1
+0.1% +$202 0.02% 313
2024
Q1 		$252K Hold
1,200
– – 0.02% 311
2023
Q4 		$241K Buy
+1,200
New +$215K 0.02% 298
2022
Q2 		– Sell
-1,200
Closed -$246K – 338
2022
Q1 		$246K Buy
+1,200
New +$245K 0.02% 315
2020
Q1 		– Sell
-3,415
Closed -$566K – 266
2019
Q4 		$566K Hold
3,415
– – 0.06% 170
2019
Q3 		$517K Sell
3,415
-84
-2% -$12.8K 0.05% 166
2019
Q2 		$544K Sell
3,499
-139
-4% -$21.4K 0.06% 145
2019
Q1 		$557K Buy
3,638
+51
+1% +$7.66K 0.06% 145
2018
Q4 		$480K Sell
3,587
-1,422
-28% -$212K 0.08% 126
2018
Q3 		$844K Buy
5,009
+2,899
+137% +$489K 0.08% 109
2018
Q2 		$346K Sell
2,110
-90
-4% -$14.4K 0.04% 156
2018
Q1 		$334K Buy
2,200
+778
+55% +$120K 0.04% 162
2017
Q4 		$217K Sell
1,422
-397
-22% -$59.6K 0.03% 174
2017
Q3 		$269K Buy
+1,819
New +$256K 0.03% 156
2017
Q2 		– Sell
-20,814
Closed -$2.86M – 179
2017
Q1 		$2.86M Buy
20,814
+18,722
+895% +$2.56M 0.39% 65
2016
Q4 		$282K Hold
2,092
– – 0.04% 125
2016
Q3 		$260K Buy
+2,092
New +$254K 0.04% 125
2013
Q4 		– Sell
-85,631
Closed -$9.13M – 156
2013
Q3 		$9.13M Buy
+85,631
New +$8.86M 0.81% 45

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Beaumont Financial Advisors's IWM Position: Q1 2026 in Review

Beaumont Financial Advisors increased its iShares Russell 2000 ETF (IWM) stake by 12% in Q1 2026, buying an estimated $29.7K and bringing the position to 1,062 shares worth $263K. The position accounts for 0.02% of the portfolio, ranked #318.

Beaumont Financial Advisors first reported a position in IWM in Q3 2013 and has held it in 25 quarters since. The position peaked at $9.13M in Q3 2013. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Beaumont Financial Advisors held 1,062 shares of iShares Russell 2000 ETF worth $263K as of Q1 2026.
  • Beaumont Financial Advisors bought 115 iShares Russell 2000 ETF shares in Q1 2026, an estimated $29.7K.
  • iShares Russell 2000 ETF made up 0.02% of Beaumont Financial Advisors's portfolio in Q1 2026, its #318 holding.
  • Beaumont Financial Advisors first reported a position in iShares Russell 2000 ETF in Q3 2013 and has held it in 25 quarters since.
  • Beaumont Financial Advisors's iShares Russell 2000 ETF position peaked at $9.13M in Q3 2013.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Beaumont Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.