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Franklin, Parlapiano, Turner & Welch’s iShares Russell 2000 ETF IWM Stock Holding History

Franklin, Parlapiano, Turner & Welch’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 		$4.55M Hold
15,151
– – 1.03% 27
2026
Q1 		$4.17M Sell
15,151
-270
-2% -$69.6K 0.99% 28
2025
Q4 		$4.1M Sell
15,421
-126
-0.8% -$31K 1.02% 26
2025
Q3 		$3.76M Hold
15,547
– – 0.95% 27
2025
Q2 		$3.35M Hold
15,547
– – 0.88% 27
2025
Q1 		$3.1M Hold
15,547
– – 0.84% 27
2024
Q4 		$3.44M Sell
15,547
-433
-3% -$98.7K 0.93% 27
2024
Q3 		$3.53M Hold
15,980
– – 0.91% 27
2024
Q2 		$3.24M Hold
15,980
– – 0.9% 28
2024
Q1 		$3.36M Hold
15,980
– – 0.92% 27
2023
Q4 		$3.21M Hold
15,980
– – 0.92% 27
2023
Q3 		$2.82M Hold
15,980
– – 0.88% 27
2023
Q2 		$2.99M Hold
15,980
– – 0.89% 27
2023
Q1 		$2.85M Hold
15,980
– – 0.91% 27
2022
Q4 		$2.79M Hold
15,980
– – 0.91% 27
2022
Q3 		$2.63M Sell
15,980
-327
-2% -$59.6K 0.94% 27
2022
Q2 		$2.76M Sell
16,307
-480
-3% -$88.5K 0.93% 26
2022
Q1 		$3.45M Sell
16,787
-400
-2% -$81.6K 1.02% 26
2021
Q4 		$3.82M Sell
17,187
-258
-1% -$58.3K 1.1% 25
2021
Q3 		$3.82M Hold
17,445
– – 1.2% 25
2021
Q2 		$4M Hold
17,445
– – 1.24% 25
2021
Q1 		$3.85M Hold
17,445
– – 1.3% 25
2020
Q4 		$3.42M Hold
17,445
– – 1.24% 25
2020
Q3 		$2.61M Hold
17,445
– – 1.05% 25
2020
Q2 		$2.5M Hold
17,445
– – 1.03% 25
2020
Q1 		$2M Hold
17,445
– – 0.92% 27
2019
Q4 		$2.89M Sell
17,445
-31
-0.2% -$4.9K 1.09% 25
2019
Q3 		$2.65M Hold
17,476
– – 1.03% 26
2019
Q2 		$2.72M Hold
17,476
– – 1.06% 26
2019
Q1 		$2.67M Sell
17,476
-2,970
-15% -$446K 1.06% 26
2018
Q4 		$2.74M Sell
20,446
-158
-0.8% -$23.6K 1.2% 26
2018
Q3 		$3.47M Hold
20,604
– – 1.39% 26
2018
Q2 		$3.37M Hold
20,604
– – 1.39% 26
2018
Q1 		$3.13M Sell
20,604
-243
-1% -$37.5K 1.33% 26
2017
Q4 		$3.18M Sell
20,847
-1,009
-5% -$152K 1.3% 26
2017
Q3 		$3.24M Sell
21,856
-691
-3% -$97.2K 1.39% 27
2017
Q2 		$3.18M Sell
22,547
-6,090
-21% -$843K 1.45% 26
2017
Q1 		$3.94M Sell
28,637
-2,140
-7% -$292K 1.83% 20
2016
Q4 		$4.15M Sell
30,777
-994
-3% -$127K 2.06% 11
2016
Q3 		$3.95M Sell
31,771
-1,406
-4% -$171K 2.01% 16
2016
Q2 		$3.81M Sell
33,177
-46
-0.1% -$5.19K 2.03% 14
2016
Q1 		$3.67M Sell
33,223
-120
-0.4% -$12.4K 2.02% 17
2015
Q4 		$3.75M Buy
33,343
+892
+3% +$103K 2.22% 10
2015
Q3 		$3.54M Sell
32,451
-3,358
-9% -$398K 2.33% 8
2015
Q2 		$4.47M Sell
35,809
-275
-0.8% -$34.4K 2.96% 5
2015
Q1 		$4.49M Sell
36,084
-208
-0.6% -$25.1K 3.01% 5
2014
Q4 		$4.34M Buy
36,292
+677
+2% +$77.4K 2.9% 5
2014
Q3 		$3.9M Sell
35,615
-8,520
-19% -$975K 2.79% 5
2014
Q2 		$5.24M Sell
44,135
-55,085
-56% -$6.26M 3.75% 5
2014
Q1 		$11.5M Sell
99,220
-4,913
-5% -$567K 8.35% 3
2013
Q4 		$12M Sell
104,133
-2,206
-2% -$244K 8.3% 3
2013
Q3 		$11.3M Buy
106,339
+5,842
+6% +$604K 8.31% 3
2013
Q2 		$9.75M Buy
+100,497
New +$9.6M 8.31% 3

Other funds holding IWM

MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VWM
Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return

Franklin, Parlapiano, Turner & Welch's IWM Position: Q2 2026 in Review

Franklin, Parlapiano, Turner & Welch held its iShares Russell 2000 ETF (IWM) position steady in Q2 2026 at 15,151 shares worth $4.55M. The position accounts for 1.03% of the portfolio, ranked #27.

Franklin, Parlapiano, Turner & Welch first reported a position in IWM in Q2 2013 and has held it in 53 quarters since. The position peaked at $12M in Q4 2013. 734 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Franklin, Parlapiano, Turner & Welch held 15,151 shares of iShares Russell 2000 ETF worth $4.55M as of Q2 2026.
  • Franklin, Parlapiano, Turner & Welch left its iShares Russell 2000 ETF share count unchanged in Q2 2026.
  • iShares Russell 2000 ETF made up 1.03% of Franklin, Parlapiano, Turner & Welch's portfolio in Q2 2026, its #27 holding.
  • Franklin, Parlapiano, Turner & Welch first reported a position in iShares Russell 2000 ETF in Q2 2013 and has held it in 53 quarters since.
  • Franklin, Parlapiano, Turner & Welch's iShares Russell 2000 ETF position peaked at $12M in Q4 2013.
  • 734 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Franklin, Parlapiano, Turner & Welch's 13F filing for Q2 2026, filed 9 Jul 2026.