Clean Yield Group
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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
Q3 		$69.5K Hold
250
– – 0.02% 224
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 		$100K 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

Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
AIA Group
AIA Group Hong Kong $8.11B AUM 23.7% 1-Year Est. Return
MIRAE ASSET SECURITIES (USA) INC.
MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return
Stairway Partners
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
Citizens Financial Group
Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return
Washington Trust
Washington Trust Westerly, Rhode Island $3.23B AUM 23.24% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Parkside Investments
Parkside Investments Deerfield, Illinois $879M AUM 20.03% 1-Year Est. Return
GLOBALT Investments
GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return

Clean Yield Group's IWM Position: Q3 2026 in Review

Clean Yield Group held its iShares Russell 2000 ETF (IWM) position steady in Q3 2026 at 250 shares worth $69.5K. The position accounts for 0.02% of the portfolio, ranked #224.

Clean Yield Group first reported a position in IWM in Q4 2018 and has held it in 31 quarters since. The position peaked at $166K in Q2 2021. 1,239 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

  • Clean Yield Group held 250 shares of iShares Russell 2000 ETF worth $69.5K as of Q3 2026.
  • Clean Yield Group left its iShares Russell 2000 ETF share count unchanged in Q3 2026.
  • iShares Russell 2000 ETF made up 0.02% of Clean Yield Group's portfolio in Q3 2026, its #224 holding.
  • Clean Yield Group first reported a position in iShares Russell 2000 ETF in Q4 2018 and has held it in 31 quarters since.
  • Clean Yield Group's iShares Russell 2000 ETF position peaked at $166K in Q2 2021.
  • 1,239 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on Clean Yield Group's 13F filing for Q3 2026, filed 28 Oct 2026.