East Coast Asset Management’s iShares Russell 2000 ETF IWM Stock Holding History

East Coast Asset Management’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	$610K	Hold	2,458	–	–	0.2%	37
2025 Q4	$605K	Sell	2,458 -1	-0%	-$246	0.18%	37
2025 Q3	$595K	Sell	2,459 -23	-0.9%	-$5.28K	0.19%	37
2025 Q2	$536K	Hold	2,482	–	–	0.18%	40
2025 Q1	$495K	Hold	2,482	–	–	0.18%	43
2024 Q4	$548K	Hold	2,482	–	–	0.18%	39
2024 Q3	$548K	Sell	2,482 -19	-0.8%	-$4.07K	0.18%	44
2024 Q2	$507K	Hold	2,501	–	–	0.18%	43
2024 Q1	$526K	Hold	2,501	–	–	0.19%	43
2023 Q4	$502K	Sell	2,501 -16	-0.6%	-$2.87K	0.21%	43
2023 Q3	$445K	Hold	2,517	–	–	0.2%	43
2023 Q2	$471K	Sell	2,517 -58	-2%	-$10.3K	0.21%	42
2023 Q1	$459K	Hold	2,575	–	–	0.2%	42
2022 Q4	$449K	Sell	2,575 -1	-0%	-$178	0.23%	43
2022 Q3	$425K	Hold	2,576	–	–	0.24%	40
2022 Q2	$436K	Hold	2,576	–	–	0.21%	43
2022 Q1	$529K	Sell	2,576 -53	-2%	-$10.8K	0.13%	40
2021 Q4	$585K	Hold	2,629	–	–	0.13%	40
2021 Q3	$575K	Sell	2,629 -115	-4%	-$25.5K	0.13%	38
2021 Q2	$629K	Hold	2,744	–	–	0.15%	36
2021 Q1	$606K	Hold	2,744	–	–	0.16%	34
2020 Q4	$538K	Hold	2,744	–	–	0.16%	37
2020 Q3	$411K	Hold	2,744	–	–	0.14%	42
2020 Q2	$393K	Hold	2,744	–	–	0.11%	49
2020 Q1	$314K	Sell	2,744 -1,102	-29%	-$164K	0.12%	48
2019 Q4	$637K	Sell	3,846 -347	-8%	-$54.8K	0.18%	43
2019 Q3	$635K	Sell	4,193 -90	-2%	-$13.7K	0.18%	45
2019 Q2	$666K	Buy	4,283 +347	+9%	+$53.5K	0.18%	44
2019 Q1	$603K	Sell	3,936 -200	-5%	-$30.1K	0.15%	49
2018 Q4	$554K	Hold	4,136	–	–	0.17%	49
2018 Q3	$697K	Hold	4,136	–	–	0.18%	48
2018 Q2	$677K	Hold	4,136	–	–	0.19%	46
2018 Q1	$628K	Sell	4,136 -849	-17%	-$131K	0.18%	50
2017 Q4	$760K	Sell	4,985 -126	-2%	-$18.9K	0.21%	55
2017 Q3	$757K	Hold	5,111	–	–	0.2%	61
2017 Q2	$720K	Hold	5,111	–	–	0.2%	67
2017 Q1	$703K	Hold	5,111	–	–	0.19%	65
2016 Q4	$689K	Hold	5,111	–	–	0.21%	64
2016 Q3	$635K	Hold	5,111	–	–	0.33%	67
2016 Q2	$588K	Hold	5,111	–	–	0.32%	65
2016 Q1	$565K	Sell	5,111 -70	-1%	-$7.25K	0.3%	71
2015 Q4	$583K	Hold	5,181	–	–	0.32%	69
2015 Q3	$566K	Hold	5,181	–	–	0.35%	71
2015 Q2	$647K	Sell	5,181 -121	-2%	-$15.1K	0.34%	71
2015 Q1	$659K	Hold	5,302	–	–	0.35%	74
2014 Q4	$634K	Sell	5,302 -1,400	-21%	-$160K	0.35%	72
2014 Q3	$733K	Hold	6,702	–	–	0.42%	69
2014 Q2	$796K	Hold	6,702	–	–	0.44%	64
2014 Q1	$780K	Hold	6,702	–	–	0.45%	62
2013 Q4	$773K	Sell	6,702 -1,547	-19%	-$171K	0.45%	65
2013 Q3	$879K	Sell	8,249 -668	-7%	-$69.1K	0.58%	60
2013 Q2	$865K	Buy	+8,917	New	+$852K	0.47%	60

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

East Coast Asset Management's IWM Position: Q1 2026 in Review

East Coast Asset Management held its iShares Russell 2000 ETF (IWM) position steady in Q1 2026 at 2,458 shares worth $610K. The position accounts for 0.2% of the portfolio, ranked #37.

East Coast Asset Management first reported a position in IWM in Q2 2013 and has held it in 52 quarters since. The position peaked at $879K in Q3 2013. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

East Coast Asset Management held 2,458 shares of iShares Russell 2000 ETF worth $610K as of Q1 2026.
East Coast Asset Management left its iShares Russell 2000 ETF share count unchanged in Q1 2026.
iShares Russell 2000 ETF made up 0.2% of East Coast Asset Management's portfolio in Q1 2026, its #37 holding.
East Coast Asset Management first reported a position in iShares Russell 2000 ETF in Q2 2013 and has held it in 52 quarters since.
East Coast Asset Management's iShares Russell 2000 ETF position peaked at $879K in Q3 2013.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on East Coast Asset Management's 13F filing for Q1 2026, filed 15 May 2026.