BOS Asset Management
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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
Q3 		$437K Hold
1,574
– – 0.1% 130
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

Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return
Catalyst Capital Advisors
Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return
Millburn Ridgefield Corp
Millburn Ridgefield Corp New York $5.45B AUM 11.92% 1-Year Est. Return

BOS Asset Management's IWM Position: Q3 2026 in Review

BOS Asset Management held its iShares Russell 2000 ETF (IWM) position steady in Q3 2026 at 1,574 shares worth $437K. The position accounts for 0.1% of the portfolio, ranked #130.

BOS Asset Management first reported a position in IWM in Q4 2022 and has held it in 16 quarters since. The position peaked at $473K in Q2 2026. 1,801 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

  • BOS Asset Management held 1,574 shares of iShares Russell 2000 ETF worth $437K as of Q3 2026.
  • BOS Asset Management left its iShares Russell 2000 ETF share count unchanged in Q3 2026.
  • iShares Russell 2000 ETF made up 0.1% of BOS Asset Management's portfolio in Q3 2026, its #130 holding.
  • BOS Asset Management first reported a position in iShares Russell 2000 ETF in Q4 2022 and has held it in 16 quarters since.
  • BOS Asset Management's iShares Russell 2000 ETF position peaked at $473K in Q2 2026.
  • 1,801 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on BOS Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.