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 Q2	$75.1K	Hold	250	–	–	0.02%	217
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Clean Yield Group's IWM Position: Q2 2026 in Review

Clean Yield Group held its iShares Russell 2000 ETF (IWM) position steady in Q2 2026 at 250 shares worth $75.1K. The position accounts for 0.02% of the portfolio, ranked #217.

Clean Yield Group first reported a position in IWM in Q4 2018 and has held it in 30 quarters since. The position peaked at $166K in Q2 2021. 2,734 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Clean Yield Group held 250 shares of iShares Russell 2000 ETF worth $75.1K as of Q2 2026.
Clean Yield Group left its iShares Russell 2000 ETF share count unchanged in Q2 2026.
iShares Russell 2000 ETF made up 0.02% of Clean Yield Group's portfolio in Q2 2026, its #217 holding.
Clean Yield Group first reported a position in iShares Russell 2000 ETF in Q4 2018 and has held it in 30 quarters since.
Clean Yield Group's iShares Russell 2000 ETF position peaked at $166K in Q2 2021.
2,734 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Clean Yield Group's 13F filing for Q2 2026, filed 5 Aug 2026.