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Birch Hill Investment Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Birch Hill Investment 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 		$4.25M Buy
14,156
+81
+0.6% +$22.8K 0.17% 62
2026
Q1 		$3.49M Buy
14,075
+25
+0.2% +$6.45K 0.16% 65
2025
Q4 		$3.46M Buy
14,050
+50
+0.4% +$12.3K 0.14% 69
2025
Q3 		$3.39M Sell
14,000
-55
-0.4% -$12.6K 0.14% 69
2025
Q2 		$3.03M Sell
14,055
-409
-3% -$82.3K 0.13% 70
2025
Q1 		$2.89M Buy
14,464
+625
+5% +$136K 0.14% 72
2024
Q4 		$3.06M Buy
13,839
+35
+0.3% +$7.98K 0.14% 72
2024
Q3 		$3.05M Buy
13,804
+301
+2% +$64.4K 0.14% 74
2024
Q2 		$2.74M Buy
13,503
+698
+5% +$141K 0.13% 75
2024
Q1 		$2.69M Buy
12,805
+650
+5% +$130K 0.13% 79
2023
Q4 		$2.44M Sell
12,155
-50
-0.4% -$8.96K 0.13% 74
2023
Q3 		$2.16M Hold
12,205
– – 0.13% 74
2023
Q2 		$2.29M Buy
12,205
+50
+0.4% +$8.91K 0.13% 73
2023
Q1 		$2.17M Sell
12,155
-360
-3% -$66.3K 0.13% 75
2022
Q4 		$2.18M Sell
12,515
-105
-0.8% -$18.7K 0.14% 72
2022
Q3 		$2.08M Sell
12,620
-398
-3% -$72.6K 0.14% 70
2022
Q2 		$2.21M Sell
13,018
-265
-2% -$48.9K 0.14% 71
2022
Q1 		$2.73M Sell
13,283
-2,784
-17% -$568K 0.15% 70
2021
Q4 		$3.57M Sell
16,067
-497
-3% -$112K 0.18% 68
2021
Q3 		$3.62M Sell
16,564
-154
-0.9% -$34.1K 0.19% 67
2021
Q2 		$3.83M Sell
16,718
-66
-0.4% -$14.8K 0.21% 65
2021
Q1 		$3.71M Sell
16,784
-465
-3% -$102K 0.21% 61
2020
Q4 		$3.38M Sell
17,249
-333
-2% -$58.3K 0.2% 59
2020
Q3 		$2.63M Buy
17,582
+955
+6% +$144K 0.18% 62
2020
Q2 		$2.38M Buy
16,627
+100
+0.6% +$13.1K 0.17% 62
2020
Q1 		$1.89M Sell
16,527
-260
-2% -$38.8K 0.17% 62
2019
Q4 		$2.78M Buy
16,787
+729
+5% +$115K 0.18% 60
2019
Q3 		$2.43M Sell
16,058
-807
-5% -$123K 0.18% 62
2019
Q2 		$2.62M Sell
16,865
-606
-3% -$93.4K 0.19% 63
2019
Q1 		$2.67M Sell
17,471
-2,559
-13% -$385K 0.2% 63
2018
Q4 		$2.68M Buy
20,030
+225
+1% +$33.6K 0.23% 59
2018
Q3 		$3.34M Sell
19,805
-829
-4% -$140K 0.24% 59
2018
Q2 		$3.38M Buy
20,634
+54
+0.3% +$8.64K 0.27% 52
2018
Q1 		$3.13M Buy
20,580
+1,239
+6% +$191K 0.26% 54
2017
Q4 		$2.95M Buy
19,341
+205
+1% +$30.8K 0.24% 56
2017
Q3 		$2.84M Buy
19,136
+303
+2% +$42.6K 0.25% 56
2017
Q2 		$2.65M Sell
18,833
-4,744
-20% -$657K 0.24% 56
2017
Q1 		$3.24M Buy
23,577
+204
+0.9% +$27.9K 0.28% 55
2016
Q4 		$3.15M Buy
23,373
+84
+0.4% +$10.7K 0.29% 52
2016
Q3 		$2.89M Buy
23,289
+10,925
+88% +$1.33M 0.27% 54
2016
Q2 		$1.42M Buy
12,364
+5,057
+69% +$571K 0.14% 65
2016
Q1 		$808K Buy
7,307
+110
+2% +$11.4K 0.09% 80
2015
Q4 		$811K Buy
7,197
+582
+9% +$67.1K 0.08% 81
2015
Q3 		$722K Sell
6,615
-1,117
-14% -$132K 0.08% 85
2015
Q2 		$965K Sell
7,732
-20
-0.3% -$2.5K 0.1% 82
2015
Q1 		$964K Sell
7,752
-33
-0.4% -$3.98K 0.1% 84
2014
Q4 		$931K Sell
7,785
-47
-0.6% -$5.38K 0.09% 81
2014
Q3 		$856K Buy
7,832
+76
+1% +$8.7K 0.09% 85
2014
Q2 		$922K Sell
7,756
-193
-2% -$21.9K 0.1% 82
2014
Q1 		$925K Buy
7,949
+304
+4% +$35.1K 0.1% 80
2013
Q4 		$882K Sell
7,645
-836
-10% -$92.3K 0.09% 87
2013
Q3 		$904K Buy
8,481
+5
+0.1% +$517 0.11% 82
2013
Q2 		$822K Buy
+8,476
New +$809K 0.1% 87

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

Birch Hill Investment Advisors's IWM Position: Q2 2026 in Review

Birch Hill Investment Advisors increased its iShares Russell 2000 ETF (IWM) stake by 0.58% in Q2 2026, buying an estimated $22.8K and bringing the position to 14,156 shares worth $4.25M. The position accounts for 0.17% of the portfolio, ranked #62.

Birch Hill Investment Advisors first reported a position in IWM in Q2 2013 and has held it in 53 quarters since. 986 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Birch Hill Investment Advisors held 14,156 shares of iShares Russell 2000 ETF worth $4.25M as of Q2 2026.
  • Birch Hill Investment Advisors bought 81 iShares Russell 2000 ETF shares in Q2 2026, an estimated $22.8K.
  • iShares Russell 2000 ETF made up 0.17% of Birch Hill Investment Advisors's portfolio in Q2 2026, its #62 holding.
  • Birch Hill Investment Advisors first reported a position in iShares Russell 2000 ETF in Q2 2013 and has held it in 53 quarters since.
  • 986 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Birch Hill Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.