Boston Research & Management’s iShares Russell 2000 ETF IWM Stock Holding History

Boston Research & Management’s Portfolio IWM Stock Details IWM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$4.53M	Sell	20,975 -33	-0.2%	-$7.12K	1.08%	42
2025 Q1	$4.19M	Sell	21,008 -33	-0.2%	-$6.58K	1.04%	46
2024 Q4	$4.65M	Hold	21,041	–	–	1.14%	41
2024 Q3	$4.65M	Hold	21,041	–	–	1.09%	41
2024 Q2	$4.27M	Hold	21,041	–	–	1.08%	43
2024 Q1	$4.42M	Sell	21,041 -17	-0.1%	-$3.57K	1.09%	44
2023 Q4	$4.23M	Hold	21,058	–	–	1.12%	42
2023 Q3	$3.72M	Hold	21,058	–	–	1.1%	43
2023 Q2	$3.94M	Buy	21,058 +35	+0.2%	+$6.55K	1.12%	43
2023 Q1	$3.75M	Sell	21,023 -16	-0.1%	-$2.85K	1.12%	43
2022 Q4	$3.67M	Hold	21,039	–	–	1.14%	43
2022 Q3	$3.47M	Hold	21,039	–	–	1.18%	42
2022 Q2	$3.56M	Hold	21,039	–	–	1.15%	39
2022 Q1	$4.32M	Hold	21,039	–	–	1.25%	39
2021 Q4	$4.68M	Sell	21,039 -310	-1%	-$69K	1.28%	33
2021 Q3	$4.67M	Hold	21,349	–	–	1.39%	32
2021 Q2	$4.9M	Hold	21,349	–	–	1.49%	29
2021 Q1	$4.72M	Sell	21,349 -90	-0.4%	-$19.9K	1.52%	29
2020 Q4	$4.2M	Sell	21,439 -26	-0.1%	-$5.1K	1.46%	34
2020 Q3	$3.22M	Hold	21,465	–	–	1.26%	36
2020 Q2	$3.07M	Sell	21,465 -77	-0.4%	-$11K	1.28%	36
2020 Q1	$2.47M	Sell	21,542 -548	-2%	-$62.7K	1.24%	36
2019 Q4	$3.66M	Hold	22,090	–	–	1.37%	43
2019 Q3	$3.34M	Sell	22,090 -120	-0.5%	-$18.2K	1.32%	43
2019 Q2	$3.45M	Sell	22,210 -234	-1%	-$36.4K	1.4%	37
2019 Q1	$3.44M	Sell	22,444 -420	-2%	-$64.3K	1.43%	35
2018 Q4	$3.06M	Hold	22,864	–	–	1.46%	35
2018 Q3	$3.85M	Hold	22,864	–	–	1.76%	25
2018 Q2	$3.74M	Sell	22,864 -790	-3%	-$129K	1.84%	19
2018 Q1	$3.59M	Sell	23,654 -180	-0.8%	-$27.3K	1.83%	21
2017 Q4	$3.63M	Sell	23,834 -3,994	-14%	-$609K	1.82%	21
2017 Q3	$4.12M	Sell	27,828 -100	-0.4%	-$14.8K	2.11%	9
2017 Q2	$3.94M	Sell	27,928 -280	-1%	-$39.5K	2.13%	8
2017 Q1	$3.88M	Sell	28,208 -250	-0.9%	-$34.4K	2.11%	7
2016 Q4	$3.84M	Hold	28,458	–	–	2.18%	7
2016 Q3	$3.53M	Buy	28,458 +570	+2%	+$70.8K	2.04%	11
2016 Q2	$3.21M	Sell	27,888 -630	-2%	-$72.4K	1.94%	14
2016 Q1	$3.15M	Sell	28,518 -280	-1%	-$31K	1.96%	14
2015 Q4	$3.24M	Sell	28,798 -1,330	-4%	-$150K	2.02%	11
2015 Q3	$3.29M	Hold	30,128	–	–	2.17%	7
2015 Q2	$3.76M	Sell	30,128 -50	-0.2%	-$6.24K	2.38%	4
2015 Q1	$3.75M	Sell	30,178 -325	-1%	-$40.4K	2.38%	3
2014 Q4	$3.65M	Hold	30,503	–	–	2.29%	5
2014 Q3	$3.34M	Hold	30,503	–	–	2.24%	7
2014 Q2	$3.62M	Hold	30,503	–	–	2.5%	2
2014 Q1	$3.55M	Sell	30,503 -350	-1%	-$40.7K	2.61%	2
2013 Q4	$3.56M	Sell	30,853 -1,004	-3%	-$116K	2.74%	2
2013 Q3	$3.4M	Sell	31,857 -840	-3%	-$89.5K	2.87%	1
2013 Q2	$3.17M	Buy	+32,697	New	+$3.17M	2.82%	1