Foster Dykema Cabot & Partners’s iShares Russell 2000 ETF IWM Stock Holding History

Foster Dykema Cabot & Partners’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	$441K	Hold	1,777	–	–	0.03%	78
2025 Q4	$437K	Sell	1,777 -6	-0.3%	-$1.48K	0.03%	82
2025 Q3	$431K	Buy	1,783 +19	+1%	+$4.36K	0.03%	88
2025 Q2	$380K	Hold	1,764	–	–	0.03%	90
2025 Q1	$352K	Sell	1,764 -88	-5%	-$19.1K	0.03%	87
2024 Q4	$409K	Sell	1,852 -396	-18%	-$90.3K	0.03%	89
2024 Q3	$497K	Buy	2,248 +457	+26%	+$97.8K	0.04%	76
2024 Q2	$363K	Sell	1,791 -1,339	-43%	-$271K	0.03%	73
2024 Q1	$658K	Buy	3,130 +1,305	+72%	+$260K	0.06%	54
2023 Q4	$366K	Buy	+1,825	New	+$327K	0.04%	66

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

Foster Dykema Cabot & Partners's IWM Position: Q1 2026 in Review

Foster Dykema Cabot & Partners held its iShares Russell 2000 ETF (IWM) position steady in Q1 2026 at 1,777 shares worth $441K. The position accounts for 0.03% of the portfolio, ranked #78.

Foster Dykema Cabot & Partners first reported a position in IWM in Q4 2023 and has held it in 10 quarters since. The position peaked at $658K in Q1 2024. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Foster Dykema Cabot & Partners held 1,777 shares of iShares Russell 2000 ETF worth $441K as of Q1 2026.
Foster Dykema Cabot & Partners left its iShares Russell 2000 ETF share count unchanged in Q1 2026.
iShares Russell 2000 ETF made up 0.03% of Foster Dykema Cabot & Partners's portfolio in Q1 2026, its #78 holding.
Foster Dykema Cabot & Partners first reported a position in iShares Russell 2000 ETF in Q4 2023 and has held it in 10 quarters since.
Foster Dykema Cabot & Partners's iShares Russell 2000 ETF position peaked at $658K in Q1 2024.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Foster Dykema Cabot & Partners's 13F filing for Q1 2026, filed 14 May 2026.