BB
IWM icon

Berkshire Bank’s iShares Russell 2000 ETF IWM Stock Holding History

Berkshire Bank’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 		$396K Hold
1,318
– – 0.08% 115
2026
Q1 		$327K Buy
1,318
+136
+12% +$35.1K 0.07% 128
2025
Q4 		$291K Hold
1,182
– – 0.06% 132
2025
Q3 		$286K Hold
1,182
– – 0.06% 136
2025
Q2 		$255K Hold
1,182
– – 0.06% 146
2025
Q1 		$236K Hold
1,182
– – 0.06% 146
2024
Q4 		$261K Hold
1,182
– – 0.06% 136
2024
Q3 		$261K Hold
1,182
– – 0.06% 137
2024
Q2 		$240K Hold
1,182
– – 0.06% 134
2024
Q1 		$249K Sell
1,182
-193
-14% -$38.5K 0.06% 132
2023
Q4 		$276K Buy
1,375
+193
+16% +$34.6K 0.07% 125
2023
Q3 		$209K Hold
1,182
– – 0.06% 131
2023
Q2 		$221K Hold
1,182
– – 0.06% 127
2023
Q1 		$211K Hold
1,182
– – 0.06% 130
2022
Q4 		$206K Sell
1,182
-50
-4% -$8.89K 0.06% 132
2022
Q3 		$203K Sell
1,232
-106
-8% -$19.3K 0.06% 135
2022
Q2 		$227K Sell
1,338
-10
-0.7% -$1.84K 0.07% 125
2022
Q1 		$277K Sell
1,348
-45
-3% -$9.18K 0.07% 128
2021
Q4 		$310K Sell
1,393
-157
-10% -$35.5K 0.07% 116
2021
Q3 		$339K Sell
1,550
-245
-14% -$54.3K 0.08% 109
2021
Q2 		$412K Buy
1,795
+387
+27% +$87K 0.1% 106
2021
Q1 		$311K Buy
1,408
+10
+0.7% +$2.18K 0.08% 111
2020
Q4 		$274K Sell
1,398
-100
-7% -$17.5K 0.07% 114
2020
Q3 		$224K Buy
+1,498
New +$225K 0.06% 124

Other funds holding IWM

CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return

Berkshire Bank's IWM Position: Q2 2026 in Review

Berkshire Bank held its iShares Russell 2000 ETF (IWM) position steady in Q2 2026 at 1,318 shares worth $396K. The position accounts for 0.08% of the portfolio, ranked #115.

Berkshire Bank first reported a position in IWM in Q3 2020 and has held it in 24 quarters since. The position peaked at $412K in Q2 2021. 981 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Berkshire Bank held 1,318 shares of iShares Russell 2000 ETF worth $396K as of Q2 2026.
  • Berkshire Bank left its iShares Russell 2000 ETF share count unchanged in Q2 2026.
  • iShares Russell 2000 ETF made up 0.08% of Berkshire Bank's portfolio in Q2 2026, its #115 holding.
  • Berkshire Bank first reported a position in iShares Russell 2000 ETF in Q3 2020 and has held it in 24 quarters since.
  • Berkshire Bank's iShares Russell 2000 ETF position peaked at $412K in Q2 2021.
  • 981 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Berkshire Bank's 13F filing for Q2 2026, filed 8 Jul 2026.