Cabot Wealth 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 | $255K | Hold |
1,030
| – | – | 0.03% | 126 |
|
|
2025
Q4 | $254K | Sell |
1,030
-28
| -3% | -$6.88K | 0.03% | 126 |
|
|
2025
Q3 | $256K | Hold |
1,058
| – | – | 0.03% | 127 |
|
|
2025
Q2 | $228K | Hold |
1,058
| – | – | 0.03% | 124 |
|
|
2025
Q1 | $211K | Hold |
1,058
| – | – | 0.03% | 125 |
|
|
2024
Q4 | $234K | Sell |
1,058
-53
| -5% | -$12.1K | 0.03% | 121 |
|
|
2024
Q3 | $245K | Hold |
1,111
| – | – | 0.03% | 120 |
|
|
2024
Q2 | $225K | Hold |
1,111
| – | – | 0.03% | 130 |
|
|
2024
Q1 | $234K | Hold |
1,111
| – | – | 0.03% | 133 |
|
|
2023
Q4 | $223K | Buy |
+1,111
| New | +$199K | 0.03% | 136 |
|
|
2023
Q3 | – | Sell |
-1,111
| Closed | -$208K | – | 145 |
|
|
2023
Q2 | $208K | Buy |
+1,111
| New | +$198K | 0.03% | 142 |
|
|
2022
Q2 | – | Sell |
-1,111
| Closed | -$228K | – | 158 |
|
|
2022
Q1 | $228K | Hold |
1,111
| – | – | 0.03% | 152 |
|
|
2021
Q4 | $247K | Hold |
1,111
| – | – | 0.03% | 149 |
|
|
2021
Q3 | $243K | Hold |
1,111
| – | – | 0.03% | 148 |
|
|
2021
Q2 | $255K | Sell |
1,111
-165
| -13% | -$37.1K | 0.03% | 145 |
|
|
2021
Q1 | $282K | Hold |
1,276
| – | – | 0.04% | 136 |
|
|
2020
Q4 | $250K | Sell |
1,276
-445
| -26% | -$77.9K | 0.04% | 134 |
|
|
2020
Q3 | $258K | Hold |
1,721
| – | – | 0.05% | 124 |
|
|
2020
Q2 | $246K | Buy |
+1,721
| New | +$226K | 0.05% | 118 |
|
|
2020
Q1 | – | Sell |
-1,721
| Closed | -$285K | – | 126 |
|
|
2019
Q4 | $285K | Hold |
1,721
| – | – | 0.06% | 111 |
|
|
2019
Q3 | $260K | Hold |
1,721
| – | – | 0.05% | 117 |
|
|
2019
Q2 | $268K | Hold |
1,721
| – | – | 0.06% | 117 |
|
|
2019
Q1 | $263K | Hold |
1,721
| – | – | 0.06% | 118 |
|
|
2018
Q4 | $230K | Hold |
1,721
| – | – | 0.06% | 121 |
|
|
2018
Q3 | $290K | Hold |
1,721
| – | – | 0.06% | 107 |
|
|
2018
Q2 | $282K | Hold |
1,721
| – | – | 0.06% | 107 |
|
|
2018
Q1 | $261K | Hold |
1,721
| – | – | 0.06% | 113 |
|
|
2017
Q4 | $262K | Hold |
1,721
| – | – | 0.06% | 119 |
|
|
2017
Q3 | $255K | Buy |
+1,721
| New | +$242K | 0.06% | 121 |
|
|
2017
Q1 | – | Sell |
-1,734
| Closed | -$234K | – | 144 |
|
|
2016
Q4 | $234K | Sell |
1,734
-216
| -11% | -$27.6K | 0.06% | 134 |
|
|
2016
Q3 | $242K | Buy |
1,950
+157
| +9% | +$19.1K | 0.06% | 136 |
|
|
2016
Q2 | $206K | Buy |
+1,793
| New | +$202K | 0.05% | 145 |
|
|
2015
Q4 | – | Sell |
-54,506
| Closed | -$2.75M | – | 144 |
|
|
2015
Q3 | $2.75M | Buy |
54,506
+52,831
| +3,154% | +$6.26M | 0.76% | 54 |
|
|
2015
Q2 | $209K | Hold |
1,675
| – | – | 0.05% | 145 |
|
|
2015
Q1 | $208K | Hold |
1,675
| – | – | 0.05% | 144 |
|
|
2014
Q4 | $200K | Buy |
+1,675
| New | +$192K | 0.05% | 142 |
|
Other funds holding IWM
Cabot Wealth Management's IWM Position: Q1 2026 in Review
Cabot Wealth Management held its iShares Russell 2000 ETF (IWM) position steady in Q1 2026 at 1,030 shares worth $255K. The position accounts for 0.03% of the portfolio, ranked #126.
Cabot Wealth Management first reported a position in IWM in Q4 2014 and has held it in 36 quarters since. The position peaked at $2.75M in Q3 2015. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.
- Cabot Wealth Management held 1,030 shares of iShares Russell 2000 ETF worth $255K as of Q1 2026.
- Cabot Wealth Management left its iShares Russell 2000 ETF share count unchanged in Q1 2026.
- iShares Russell 2000 ETF made up 0.03% of Cabot Wealth Management's portfolio in Q1 2026, its #126 holding.
- Cabot Wealth Management first reported a position in iShares Russell 2000 ETF in Q4 2014 and has held it in 36 quarters since.
- Cabot Wealth Management's iShares Russell 2000 ETF position peaked at $2.75M in Q3 2015.
- 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.
Based on Cabot Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.