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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
Q2 		$211K Sell
701
-361
-34% -$101K 0.01% 361
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 $1.55T 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

Beaumont Financial Advisors's IWM Position: Q2 2026 in Review

Beaumont Financial Advisors reduced its iShares Russell 2000 ETF (IWM) stake by 34% in Q2 2026, selling an estimated $101K and leaving 701 shares worth $211K. The position accounts for 0.01% of the portfolio, ranked #361.

Beaumont Financial Advisors first reported a position in IWM in Q3 2013 and has held it in 26 quarters since. The position peaked at $9.13M in Q3 2013. 2,730 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Beaumont Financial Advisors held 701 shares of iShares Russell 2000 ETF worth $211K as of Q2 2026.
  • Beaumont Financial Advisors sold 361 iShares Russell 2000 ETF shares in Q2 2026, an estimated $101K.
  • iShares Russell 2000 ETF made up 0.01% of Beaumont Financial Advisors's portfolio in Q2 2026, its #361 holding.
  • Beaumont Financial Advisors first reported a position in iShares Russell 2000 ETF in Q3 2013 and has held it in 26 quarters since.
  • Beaumont Financial Advisors's iShares Russell 2000 ETF position peaked at $9.13M in Q3 2013.
  • 2,730 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Beaumont Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.