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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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. 2,737 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.
2,737 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.