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Boston Trust Walden’s iShares Russell 2000 ETF IWM Stock Holding History

Boston Trust Walden’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 		$6.72M Sell
22,352
-37,936
-63% -$10.7M 0.05% 219
2026
Q1 		$15M Sell
60,288
-62,517
-51% -$16.1M 0.12% 193
2025
Q4 		$30.2M Buy
122,805
+113,270
+1,188% +$27.8M 0.23% 155
2025
Q3 		$2.31M Sell
9,535
-30,841
-76% -$7.08M 0.02% 247
2025
Q2 		$8.71M Buy
40,376
+31,180
+339% +$6.27M 0.06% 211
2025
Q1 		$1.83M Sell
9,196
-39,244
-81% -$8.51M 0.01% 254
2024
Q4 		$10.7M Buy
48,440
+42,118
+666% +$9.6M 0.08% 201
2024
Q3 		$1.4M Buy
6,322
+2,385
+61% +$510K 0.01% 267
2024
Q2 		$799K Sell
3,937
-631
-14% -$128K 0.01% 289
2024
Q1 		$961K Sell
4,568
-45,420
-91% -$9.06M 0.01% 279
2023
Q4 		$10M Buy
49,988
+44,591
+826% +$7.99M 0.08% 193
2023
Q3 		$954K Sell
5,397
-2,990
-36% -$561K 0.01% 275
2023
Q2 		$1.57M Buy
8,387
+4,183
+100% +$746K 0.01% 256
2023
Q1 		$750K Sell
4,204
-145,319
-97% -$26.8M 0.01% 289
2022
Q4 		$26.1M Buy
149,523
+135,132
+939% +$24M 0.23% 150
2022
Q3 		$2.37M Sell
14,391
-577
-4% -$105K 0.02% 244
2022
Q2 		$2.54M Sell
14,968
-5,992
-29% -$1.1M 0.02% 246
2022
Q1 		$4.3M Sell
20,960
-569
-3% -$116K 0.04% 240
2021
Q4 		$4.79M Buy
21,529
+17,718
+465% +$4M 0.04% 246
2021
Q3 		$834K Buy
3,811
+21
+0.6% +$4.66K 0.01% 294
2021
Q2 		$869K Buy
3,790
+185
+5% +$41.6K 0.01% 293
2021
Q1 		$796K Sell
3,605
-5,103
-59% -$1.11M 0.01% 295
2020
Q4 		$1.71M Buy
8,708
+2,788
+47% +$488K 0.02% 265
2020
Q3 		$887K Sell
5,920
-1,159
-16% -$174K 0.01% 289
2020
Q2 		$1.01M Sell
7,079
-33,545
-83% -$4.4M 0.01% 283
2020
Q1 		$4.65M Sell
40,624
-9,922
-20% -$1.48M 0.07% 221
2019
Q4 		$8.37M Buy
50,546
+37,980
+302% +$6M 0.1% 212
2019
Q3 		$1.9M Sell
12,566
-12,920
-51% -$1.97M 0.02% 266
2019
Q2 		$3.96M Sell
25,486
-986
-4% -$152K 0.05% 247
2019
Q1 		$4.05M Sell
26,472
-107,778
-80% -$16.2M 0.06% 242
2018
Q4 		$18M Buy
134,250
+125,471
+1,429% +$18.7M 0.29% 101
2018
Q3 		$1.48M Sell
8,779
-5,679
-39% -$959K 0.02% 285
2018
Q2 		$2.37M Buy
14,458
+7,104
+97% +$1.14M 0.03% 268
2018
Q1 		$1.12M Sell
7,354
-55,314
-88% -$8.54M 0.02% 299
2017
Q4 		$9.55M Buy
62,668
+49,596
+379% +$7.45M 0.14% 192
2017
Q3 		$1.94M Sell
13,072
-8,776
-40% -$1.23M 0.03% 279
2017
Q2 		$3.08M Buy
+21,848
New +$3.02M 0.05% 248
2017
Q1 		– Sell
-51,025
Closed -$6.88M – 355
2016
Q4 		$6.88M Buy
+51,025
New +$6.52M 0.11% 203
2016
Q1 		– Sell
-49,401
Closed -$5.56M – 345
2015
Q4 		$5.56M Buy
49,401
+44,933
+1,006% +$5.18M 0.1% 209
2015
Q3 		$488K Buy
4,468
+2,651
+146% +$314K 0.01% 319
2015
Q2 		$227K Buy
+1,817
New +$227K ﹤0.01% 343
2015
Q1 		– Sell
-46,259
Closed -$5.53M – 342
2014
Q4 		$5.53M Buy
+46,259
New +$5.29M 0.08% 209
2014
Q1 		– Sell
-46,184
Closed -$5.33M – 325
2013
Q4 		$5.33M Buy
+46,184
New +$5.1M 0.08% 198

Other funds holding IWM

CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return

Boston Trust Walden's IWM Position: Q2 2026 in Review

Boston Trust Walden reduced its iShares Russell 2000 ETF (IWM) stake by 63% in Q2 2026, selling an estimated $10.7M and leaving 22,352 shares worth $6.72M. The position accounts for 0.05% of the portfolio, ranked #219.

Boston Trust Walden first reported a position in IWM in Q4 2013 and has held it in 43 quarters since. The position peaked at $30.2M in Q4 2025. 936 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Boston Trust Walden held 22,352 shares of iShares Russell 2000 ETF worth $6.72M as of Q2 2026.
  • Boston Trust Walden sold 37,936 iShares Russell 2000 ETF shares in Q2 2026, an estimated $10.7M.
  • iShares Russell 2000 ETF made up 0.05% of Boston Trust Walden's portfolio in Q2 2026, its #219 holding.
  • Boston Trust Walden first reported a position in iShares Russell 2000 ETF in Q4 2013 and has held it in 43 quarters since.
  • Boston Trust Walden's iShares Russell 2000 ETF position peaked at $30.2M in Q4 2025.
  • 936 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Boston Trust Walden's 13F filing for Q2 2026, filed 24 Jul 2026.