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Clean Yield Group’s iShares Russell 2000 ETF IWM Stock Holding History

Clean Yield Group’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 		$62K Hold
250
– – 0.02% 213
2025
Q4 		$61.5K Sell
250
-250
-50% -$61.5K 0.02% 211
2025
Q3 		$121K Hold
500
– – 0.03% 158
2025
Q2 		$108K Hold
500
– – 0.03% 164
2025
Q1 		$99.7K Hold
500
– – 0.03% 167
2024
Q4 		$110K Hold
500
– – 0.04% 167
2024
Q3 		$110K Sell
500
-128
-20% -$27.4K 0.04% 171
2024
Q2 		$127K Buy
628
+128
+26% +$25.9K 0.05% 151
2024
Q1 		$105K Hold
500
– – 0.04% 173
2023
Q4 		$100K Hold
500
– – 0.04% 173
2023
Q3 		$87.8K Hold
500
– – 0.04% 180
2023
Q2 		$93.6K Sell
500
-100
-17% -$17.8K 0.04% 182
2023
Q1 		$107K Hold
600
– – 0.05% 172
2022
Q4 		$105K Hold
600
– – 0.04% 174
2022
Q3 		$99K Hold
600
– – 0.05% 176
2022
Q2 		$102K Hold
600
– – 0.04% 181
2022
Q1 		$123K Sell
600
-125
-17% -$25.5K 0.04% 186
2021
Q4 		$161K Hold
725
– – 0.05% 171
2021
Q3 		$159K Hold
725
– – 0.05% 172
2021
Q2 		$166K Buy
+725
New +$163K 0.06% 157
2021
Q1 		– Sell
-725
Closed -$142K – 263
2020
Q4 		$142K Hold
725
– – 0.05% 164
2020
Q3 		$109K Buy
725
+50
+7% +$7.52K 0.04% 162
2020
Q2 		$97K Hold
675
– – 0.04% 165
2020
Q1 		$77K Sell
675
-201
-23% -$30K 0.04% 166
2019
Q4 		$145K Buy
876
+201
+30% +$31.8K 0.05% 164
2019
Q3 		$102K Sell
675
-100
-13% -$15.3K 0.03% 172
2019
Q2 		$121K Hold
775
– – 0.04% 160
2019
Q1 		$119K Sell
775
-300
-28% -$45.1K 0.05% 151
2018
Q4 		$144K Buy
+1,075
New +$160K 0.06% 138

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Clean Yield Group's IWM Position: Q1 2026 in Review

Clean Yield Group held its iShares Russell 2000 ETF (IWM) position steady in Q1 2026 at 250 shares worth $62K. The position accounts for 0.02% of the portfolio, ranked #213.

Clean Yield Group first reported a position in IWM in Q4 2018 and has held it in 29 quarters since. The position peaked at $166K in Q2 2021. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Clean Yield Group held 250 shares of iShares Russell 2000 ETF worth $62K as of Q1 2026.
  • Clean Yield Group left its iShares Russell 2000 ETF share count unchanged in Q1 2026.
  • iShares Russell 2000 ETF made up 0.02% of Clean Yield Group's portfolio in Q1 2026, its #213 holding.
  • Clean Yield Group first reported a position in iShares Russell 2000 ETF in Q4 2018 and has held it in 29 quarters since.
  • Clean Yield Group's iShares Russell 2000 ETF position peaked at $166K in Q2 2021.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Clean Yield Group's 13F filing for Q1 2026, filed 14 Apr 2026.