Boston Research & Management’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.59M | Sell |
18,497
-1,495
| -7% | -$386K | 1.09% | 41 |
|
|
2025
Q4 | $4.92M | Sell |
19,992
-983
| -5% | -$242K | 1.13% | 37 |
|
|
2025
Q3 | $5.08M | Hold |
20,975
| – | – | 1.12% | 38 |
|
|
2025
Q2 | $4.53M | Sell |
20,975
-33
| -0.2% | -$6.64K | 1.08% | 42 |
|
|
2025
Q1 | $4.19M | Sell |
21,008
-33
| -0.2% | -$7.16K | 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% | -$3.39K | 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% | +$6.24K | 1.12% | 43 |
|
|
2023
Q1 | $3.75M | Sell |
21,023
-16
| -0.1% | -$2.95K | 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% | -$70K | 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% | -$19.6K | 1.52% | 29 |
|
|
2020
Q4 | $4.2M | Sell |
21,439
-26
| -0.1% | -$4.55K | 1.46% | 34 |
|
|
2020
Q3 | $3.21M | Hold |
21,465
| – | – | 1.26% | 36 |
|
|
2020
Q2 | $3.07M | Sell |
21,465
-77
| -0.4% | -$10.1K | 1.28% | 36 |
|
|
2020
Q1 | $2.46M | Sell |
21,542
-548
| -2% | -$81.7K | 1.24% | 36 |
|
|
2019
Q4 | $3.66M | Hold |
22,090
| – | – | 1.37% | 43 |
|
|
2019
Q3 | $3.34M | Sell |
22,090
-120
| -0.5% | -$18.3K | 1.32% | 43 |
|
|
2019
Q2 | $3.45M | Sell |
22,210
-234
| -1% | -$36.1K | 1.4% | 37 |
|
|
2019
Q1 | $3.44M | Sell |
22,444
-420
| -2% | -$63.1K | 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% | -$126K | 1.84% | 19 |
|
|
2018
Q1 | $3.59M | Sell |
23,654
-180
| -0.8% | -$27.8K | 1.83% | 21 |
|
|
2017
Q4 | $3.63M | Sell |
23,834
-3,994
| -14% | -$600K | 1.82% | 21 |
|
|
2017
Q3 | $4.12M | Sell |
27,828
-100
| -0.4% | -$14.1K | 2.11% | 9 |
|
|
2017
Q2 | $3.94M | Sell |
27,928
-280
| -1% | -$38.8K | 2.13% | 8 |
|
|
2017
Q1 | $3.88M | Sell |
28,208
-250
| -0.9% | -$34.2K | 2.11% | 7 |
|
|
2016
Q4 | $3.84M | Hold |
28,458
| – | – | 2.18% | 7 |
|
|
2016
Q3 | $3.53M | Buy |
28,458
+570
| +2% | +$69.3K | 2.04% | 11 |
|
|
2016
Q2 | $3.21M | Sell |
27,888
-630
| -2% | -$71.1K | 1.94% | 14 |
|
|
2016
Q1 | $3.15M | Sell |
28,518
-280
| -1% | -$29K | 1.96% | 14 |
|
|
2015
Q4 | $3.24M | Sell |
28,798
-1,330
| -4% | -$153K | 2.02% | 11 |
|
|
2015
Q3 | $3.29M | Hold |
30,128
| – | – | 2.17% | 7 |
|
|
2015
Q2 | $3.76M | Sell |
30,128
-50
| -0.2% | -$6.25K | 2.38% | 4 |
|
|
2015
Q1 | $3.75M | Sell |
30,178
-325
| -1% | -$39.2K | 2.38% | 3 |
|
|
2014
Q4 | $3.65M | Hold |
30,503
| – | – | 2.29% | 5 |
|
|
2014
Q3 | $3.33M | 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% | -$40.4K | 2.61% | 2 |
|
|
2013
Q4 | $3.56M | Sell |
30,853
-1,004
| -3% | -$111K | 2.74% | 2 |
|
|
2013
Q3 | $3.4M | Sell |
31,857
-840
| -3% | -$86.9K | 2.87% | 1 |
|
|
2013
Q2 | $3.17M | Buy |
+32,697
| New | +$3.12M | 2.82% | 1 |
|
Other funds holding IWM
Boston Research & Management's IWM Position: Q1 2026 in Review
Boston Research & Management reduced its iShares Russell 2000 ETF (IWM) stake by 7.5% in Q1 2026, selling an estimated $386K and leaving 18,497 shares worth $4.59M. The position accounts for 1.09% of the portfolio, ranked #41.
Boston Research & Management first reported a position in IWM in Q2 2013 and has held it in 52 quarters since. The position peaked at $5.08M in Q3 2025. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.
- Boston Research & Management held 18,497 shares of iShares Russell 2000 ETF worth $4.59M as of Q1 2026.
- Boston Research & Management sold 1,495 iShares Russell 2000 ETF shares in Q1 2026, an estimated $386K.
- iShares Russell 2000 ETF made up 1.09% of Boston Research & Management's portfolio in Q1 2026, its #41 holding.
- Boston Research & Management first reported a position in iShares Russell 2000 ETF in Q2 2013 and has held it in 52 quarters since.
- Boston Research & Management's iShares Russell 2000 ETF position peaked at $5.08M in Q3 2025.
- 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.
Based on Boston Research & Management's 13F filing for Q1 2026, filed 10 Apr 2026.