Bollard Group’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $105K | Hold |
424
| – | – | ﹤0.01% | 205 |
|
|
2025
Q4 | $104K | Buy |
424
+1
| +0.2% | +$246 | ﹤0.01% | 205 |
|
|
2025
Q3 | $102K | Hold |
423
| – | – | ﹤0.01% | 182 |
|
|
2025
Q2 | $91K | Buy |
423
+1
| +0.2% | +$201 | ﹤0.01% | 203 |
|
|
2025
Q1 | $84K | Hold |
422
| – | – | ﹤0.01% | 198 |
|
|
2024
Q4 | $93K | Hold |
422
| – | – | ﹤0.01% | 193 |
|
|
2024
Q3 | $93K | Buy |
422
+1
| +0.2% | +$214 | ﹤0.01% | 210 |
|
|
2024
Q2 | $85K | Hold |
421
| – | – | ﹤0.01% | 204 |
|
|
2024
Q1 | $88K | Buy |
421
+1
| +0.2% | +$199 | ﹤0.01% | 199 |
|
|
2023
Q4 | $84K | Buy |
420
+1
| +0.2% | +$179 | ﹤0.01% | 197 |
|
|
2023
Q3 | $74K | Hold |
419
| – | – | ﹤0.01% | 199 |
|
|
2023
Q2 | $79K | Hold |
419
| – | – | ﹤0.01% | 202 |
|
|
2023
Q1 | $75K | Buy |
419
+1
| +0.2% | +$184 | ﹤0.01% | 202 |
|
|
2022
Q4 | $73K | Hold |
418
| – | – | ﹤0.01% | 196 |
|
|
2022
Q3 | $69K | Sell |
418
-704
| -63% | -$128K | ﹤0.01% | 203 |
|
|
2022
Q2 | $190K | Buy |
1,122
+2
| +0.2% | +$369 | 0.01% | 175 |
|
|
2022
Q1 | $230K | Buy |
1,120
+2
| +0.2% | +$408 | 0.01% | 224 |
|
|
2021
Q4 | $249K | Buy |
1,118
+2
| +0.2% | +$452 | 0.01% | 215 |
|
|
2021
Q3 | $244K | Buy |
1,116
+2
| +0.2% | +$443 | 0.01% | 209 |
|
|
2021
Q2 | $255K | Buy |
1,114
+2
| +0.2% | +$450 | 0.01% | 201 |
|
|
2021
Q1 | $246K | Buy |
1,112
+2
| +0.2% | +$437 | 0.01% | 200 |
|
|
2020
Q4 | $218K | Sell |
1,110
-382
| -26% | -$66.8K | 0.01% | 197 |
|
|
2020
Q3 | $223K | Sell |
1,492
-9,728
| -87% | -$1.46M | 0.01% | 186 |
|
|
2020
Q2 | $1.61M | Buy |
11,220
+9,731
| +654% | +$1.28M | 0.06% | 97 |
|
|
2020
Q1 | $170K | Buy |
1,489
+2
| +0.1% | +$298 | 0.01% | 145 |
|
|
2019
Q4 | $246K | Buy |
1,487
+5
| +0.3% | +$790 | 0.01% | 154 |
|
|
2019
Q3 | $224K | Buy |
1,482
+5
| +0.3% | +$763 | 0.01% | 158 |
|
|
2019
Q2 | $230K | Buy |
1,477
+5
| +0.3% | +$771 | 0.01% | 171 |
|
|
2019
Q1 | $225K | Buy |
1,472
+4
| +0.3% | +$601 | 0.01% | 171 |
|
|
2018
Q4 | $197K | Buy |
1,468
+9
| +0.6% | +$1.34K | 0.01% | 169 |
|
|
2018
Q3 | $246K | Buy |
1,459
+5
| +0.3% | +$844 | 0.01% | 167 |
|
|
2018
Q2 | $238K | Hold |
1,454
| – | – | 0.01% | 166 |
|
|
2018
Q1 | $221K | Buy |
1,454
+4
| +0.3% | +$618 | 0.01% | 168 |
|
|
2017
Q4 | $221K | Buy |
1,450
+5
| +0.3% | +$751 | 0.01% | 163 |
|
|
2017
Q3 | $214K | Buy |
1,445
+10
| +0.7% | +$1.41K | 0.01% | 173 |
|
|
2017
Q2 | $202K | Hold |
1,435
| – | – | 0.01% | 179 |
|
|
2017
Q1 | $197K | Buy |
1,435
+4
| +0.3% | +$546 | 0.01% | 181 |
|
|
2016
Q4 | $193K | Buy |
1,431
+6
| +0.4% | +$767 | 0.01% | 185 |
|
|
2016
Q3 | $177K | Buy |
1,425
+764
| +116% | +$92.9K | 0.01% | 182 |
|
|
2016
Q2 | $76K | Hold |
661
| – | – | 0.01% | 204 |
|
|
2016
Q1 | $73K | Buy |
661
+2
| +0.3% | +$207 | 0.01% | 203 |
|
|
2015
Q4 | $74K | Buy |
659
+5
| +0.8% | +$577 | 0.01% | 206 |
|
|
2015
Q3 | $71K | Buy |
654
+3
| +0.5% | +$356 | 0.01% | 221 |
|
|
2015
Q2 | $81K | Hold |
651
| – | – | 0.01% | 217 |
|
|
2015
Q1 | $81K | Buy |
651
+2
| +0.3% | +$241 | 0.01% | 219 |
|
|
2014
Q4 | $78K | Sell |
649
-13,498
| -95% | -$1.54M | 0.01% | 216 |
|
|
2014
Q3 | $1.55M | Buy |
14,147
+647
| +5% | +$74K | 0.15% | 113 |
|
|
2014
Q2 | $1.6M | Hold |
13,500
| – | – | 0.16% | 106 |
|
|
2014
Q1 | $1.57M | Buy |
13,500
+9,700
| +255% | +$1.12M | 0.16% | 79 |
|
|
2013
Q4 | $438K | Buy |
+3,800
| New | +$420K | 0.05% | 147 |
|
Other funds holding IWM
Bollard Group's IWM Position: Q1 2026 in Review
Bollard Group held its iShares Russell 2000 ETF (IWM) position steady in Q1 2026 at 424 shares worth $105K. The position accounts for ﹤0.01% of the portfolio, ranked #205.
Bollard Group first reported a position in IWM in Q4 2013 and has held it in 50 quarters since. The position peaked at $1.61M in Q2 2020. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.
- Bollard Group held 424 shares of iShares Russell 2000 ETF worth $105K as of Q1 2026.
- Bollard Group left its iShares Russell 2000 ETF share count unchanged in Q1 2026.
- iShares Russell 2000 ETF made up ﹤0.01% of Bollard Group's portfolio in Q1 2026, its #205 holding.
- Bollard Group first reported a position in iShares Russell 2000 ETF in Q4 2013 and has held it in 50 quarters since.
- Bollard Group's iShares Russell 2000 ETF position peaked at $1.61M in Q2 2020.
- 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.
Based on Bollard Group's 13F filing for Q1 2026, filed 14 May 2026.