Boston Family Office’s iShares Russell 2000 ETF IWM Stock Holding History

Boston Family Office’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 Q1	$1.54M	Sell	6,214 -22	-0.4%	-$5.67K	0.1%	146
2025 Q4	$1.53M	Buy	6,236 +33	+0.5%	+$8.11K	0.1%	143
2025 Q3	$1.5M	Hold	6,203	–	–	0.1%	141
2025 Q2	$1.34M	Sell	6,203 -170	-3%	-$34.2K	0.09%	142
2025 Q1	$1.27M	Buy	6,373 +11	+0.2%	+$2.39K	0.09%	144
2024 Q4	$1.41M	Hold	6,362	–	–	0.1%	134
2024 Q3	$1.41M	Hold	6,362	–	–	0.1%	135
2024 Q2	$1.29M	Hold	6,362	–	–	0.09%	133
2024 Q1	$1.34M	Sell	6,362 -25	-0.4%	-$4.99K	0.1%	131
2023 Q4	$1.28M	Buy	6,387 +275	+4%	+$49.3K	0.1%	138
2023 Q3	$1.08M	Sell	6,112 -914	-13%	-$172K	0.09%	144
2023 Q2	$1.32M	Sell	7,026 -15	-0.2%	-$2.67K	0.1%	135
2023 Q1	$1.26M	Hold	7,041	–	–	0.1%	138
2022 Q4	$1.23M	Sell	7,041 -1,119	-14%	-$199K	0.1%	140
2022 Q3	$1.35M	Hold	8,160	–	–	0.12%	125
2022 Q2	$1.38M	Sell	8,160 -50	-0.6%	-$9.22K	0.12%	122
2022 Q1	$1.69M	Hold	8,210	–	–	0.12%	122
2021 Q4	$1.83M	Sell	8,210 -127	-2%	-$28.7K	0.12%	124
2021 Q3	$1.82M	Buy	8,337 +3	+0%	+$665	0.13%	121
2021 Q2	$1.91M	Hold	8,334	–	–	0.14%	118
2021 Q1	$1.84M	Hold	8,334	–	–	0.14%	122
2020 Q4	$1.63M	Sell	8,334 -94	-1%	-$16.4K	0.13%	126
2020 Q3	$1.26M	Buy	8,428 +27	+0.3%	+$4.06K	0.11%	128
2020 Q2	$1.2M	Buy	8,401 +950	+13%	+$125K	0.12%	128
2020 Q1	$853K	Sell	7,451 -380	-5%	-$56.7K	0.1%	143
2019 Q4	$1.3M	Sell	7,831 -700	-8%	-$111K	0.12%	133
2019 Q3	$1.29M	Sell	8,531 -50	-0.6%	-$7.63K	0.13%	130
2019 Q2	$1.33M	Hold	8,581	–	–	0.14%	128
2019 Q1	$1.31M	Hold	8,581	–	–	0.14%	131
2018 Q4	$1.15M	Buy	8,581 +1,549	+22%	+$231K	0.14%	134
2018 Q3	$1.19M	Hold	7,032	–	–	0.12%	143
2018 Q2	$1.15M	Hold	7,032	–	–	0.13%	141
2018 Q1	$1.07M	Hold	7,032	–	–	0.12%	146
2017 Q4	$1.07M	Hold	7,032	–	–	0.12%	147
2017 Q3	$1.04M	Hold	7,032	–	–	0.12%	151
2017 Q2	$991K	Hold	7,032	–	–	0.12%	150
2017 Q1	$967K	Hold	7,032	–	–	0.12%	150
2016 Q4	$948K	Hold	7,032	–	–	0.12%	152
2016 Q3	$873K	Hold	7,032	–	–	0.11%	153
2016 Q2	$809K	Hold	7,032	–	–	0.1%	157
2016 Q1	$778K	Hold	7,032	–	–	0.1%	160
2015 Q4	$792K	Hold	7,032	–	–	0.11%	152
2015 Q3	$768K	Buy	7,032 +289	+4%	+$34.3K	0.11%	153
2015 Q2	$842K	Hold	6,743	–	–	0.11%	157
2015 Q1	$839K	Buy	6,743 +442	+7%	+$53.3K	0.1%	162
2014 Q4	$754K	Hold	6,301	–	–	0.09%	166
2014 Q3	$689K	Sell	6,301 -295	-4%	-$33.8K	0.09%	175
2014 Q2	$784K	Hold	6,596	–	–	0.1%	168
2014 Q1	$767K	Sell	6,596 -518	-7%	-$59.8K	0.1%	166
2013 Q4	$821K	Hold	7,114	–	–	0.11%	161
2013 Q3	$758K	Sell	7,114 -507	-7%	-$52.5K	0.11%	161
2013 Q2	$739K	Buy	+7,621	New	+$728K	0.11%	159

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Boston Family Office's IWM Position: Q1 2026 in Review

Boston Family Office reduced its iShares Russell 2000 ETF (IWM) stake by 0.35% in Q1 2026, selling an estimated $5.67K and leaving 6,214 shares worth $1.54M. The position accounts for 0.1% of the portfolio, ranked #146.

Boston Family Office first reported a position in IWM in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.91M in Q2 2021. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Boston Family Office held 6,214 shares of iShares Russell 2000 ETF worth $1.54M as of Q1 2026.
Boston Family Office sold 22 iShares Russell 2000 ETF shares in Q1 2026, an estimated $5.67K.
iShares Russell 2000 ETF made up 0.1% of Boston Family Office's portfolio in Q1 2026, its #146 holding.
Boston Family Office first reported a position in iShares Russell 2000 ETF in Q2 2013 and has held it in 52 quarters since.
Boston Family Office's iShares Russell 2000 ETF position peaked at $1.91M in Q2 2021.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Boston Family Office's 13F filing for Q1 2026, filed 13 May 2026.