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BOS Asset Management’s iShares Russell 2000 ETF IWM Stock Holding History

BOS Asset Management’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 		$473K Hold
1,574
– – 0.11% 128
2026
Q1 		$390K Hold
1,574
– – 0.1% 140
2025
Q4 		$387K Hold
1,574
– – 0.1% 138
2025
Q3 		$381K Hold
1,574
– – 0.11% 133
2025
Q2 		$340K Hold
1,574
– – 0.11% 126
2025
Q1 		$314K Sell
1,574
-38
-2% -$8.24K 0.11% 121
2024
Q4 		$356K Buy
1,612
+45
+3% +$10.3K 0.13% 114
2024
Q3 		$346K Buy
1,567
+60
+4% +$12.8K 0.13% 109
2024
Q2 		$306K Sell
1,507
-261
-15% -$52.7K 0.14% 111
2024
Q1 		$372K Buy
1,768
+242
+16% +$48.3K 0.2% 80
2023
Q4 		$306K Hold
1,526
– – 0.21% 109
2023
Q3 		$270K Hold
1,526
– – 0.2% 108
2023
Q2 		$286K Buy
1,526
+354
+30% +$63.1K 0.22% 94
2023
Q1 		$209K Buy
1,172
+17
+1% +$3.13K 0.17% 119
2022
Q4 		$201K Buy
+1,155
New +$205K 0.18% 122

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

BOS Asset Management's IWM Position: Q2 2026 in Review

BOS Asset Management held its iShares Russell 2000 ETF (IWM) position steady in Q2 2026 at 1,574 shares worth $473K. The position accounts for 0.11% of the portfolio, ranked #128.

BOS Asset Management first reported a position in IWM in Q4 2022 and has held it in 15 quarters since. 1,015 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • BOS Asset Management held 1,574 shares of iShares Russell 2000 ETF worth $473K as of Q2 2026.
  • BOS Asset Management left its iShares Russell 2000 ETF share count unchanged in Q2 2026.
  • iShares Russell 2000 ETF made up 0.11% of BOS Asset Management's portfolio in Q2 2026, its #128 holding.
  • BOS Asset Management first reported a position in iShares Russell 2000 ETF in Q4 2022 and has held it in 15 quarters since.
  • 1,015 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on BOS Asset Management's 13F filing for Q2 2026, filed 13 Jul 2026.