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HM Payson & Co’s iShares Russell 2000 ETF IWM Stock Holding History

HM Payson & Co’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 		$2.83M Buy
9,426
+331
+4% +$93K 0.04% 147
2026
Q1 		$2.26M Buy
9,095
+98
+1% +$25.3K 0.03% 155
2025
Q4 		$2.21M Buy
8,997
+1,011
+13% +$249K 0.03% 152
2025
Q3 		$1.93M Buy
7,986
+3
+0% +$688 0.03% 158
2025
Q2 		$1.72M Sell
7,983
-80
-1% -$16.1K 0.03% 154
2025
Q1 		$1.61M Sell
8,063
-8
-0.1% -$1.74K 0.03% 162
2024
Q4 		$1.78M Buy
8,071
+105
+1% +$23.9K 0.03% 155
2024
Q3 		$1.76M Buy
7,966
+15
+0.2% +$3.21K 0.03% 166
2024
Q2 		$1.61M Sell
7,951
-575
-7% -$116K 0.03% 164
2024
Q1 		$1.79M Sell
8,526
-379
-4% -$75.6K 0.03% 162
2023
Q4 		$1.79M Sell
8,905
-8,559
-49% -$1.53M 0.04% 156
2023
Q3 		$3.09M Buy
17,464
+458
+3% +$86K 0.07% 122
2023
Q2 		$3.18M Sell
17,006
-2,611
-13% -$466K 0.07% 118
2023
Q1 		$3.5M Buy
19,617
+70
+0.4% +$12.9K 0.08% 112
2022
Q4 		$3.41M Sell
19,547
-858
-4% -$153K 0.08% 112
2022
Q3 		$3.37M Sell
20,405
-84
-0.4% -$15.3K 0.09% 118
2022
Q2 		$3.47M Buy
20,489
+65
+0.3% +$12K 0.09% 115
2022
Q1 		$4.19M Buy
20,424
+374
+2% +$76.3K 0.1% 115
2021
Q4 		$4.46M Buy
20,050
+55
+0.3% +$12.4K 0.1% 115
2021
Q3 		$4.37M Hold
19,995
– – 0.11% 115
2021
Q2 		$4.59M Sell
19,995
-4,077
-17% -$917K 0.11% 114
2021
Q1 		$5.32M Sell
24,072
-637
-3% -$139K 0.14% 103
2020
Q4 		$4.84M Sell
24,709
-17
-0.1% -$2.98K 0.13% 105
2020
Q3 		$3.7M Buy
24,726
+3,455
+16% +$520K 0.11% 107
2020
Q2 		$3.05M Sell
21,271
-15,951
-43% -$2.09M 0.1% 113
2020
Q1 		$4.26M Sell
37,222
-9,877
-21% -$1.47M 0.17% 92
2019
Q4 		$7.8M Sell
47,099
-2,345
-5% -$371K 0.25% 78
2019
Q3 		$7.48M Sell
49,444
-3,411
-6% -$521K 0.26% 77
2019
Q2 		$8.22M Sell
52,855
-4,878
-8% -$752K 0.29% 73
2019
Q1 		$8.84M Buy
57,733
+57,700
+174,848% +$8.67M 0.34% 66
2018
Q4 		$4K Sell
33
-33,458
-100% -$4.99M 0.01% 107
2018
Q3 		$5.64M Sell
33,491
-8,330
-20% -$1.41M 0.25% 77
2018
Q2 		$6.85M Buy
41,821
+6,602
+19% +$1.06M 0.29% 72
2018
Q1 		$5.35M Buy
35,219
+1,051
+3% +$162K 0.22% 88
2017
Q4 		$5.21M Sell
34,168
-28,215
-45% -$4.24M 0.21% 94
2017
Q3 		$9.24M Buy
62,383
+2,575
+4% +$362K 0.4% 67
2017
Q2 		$8.43M Sell
59,808
-7,235
-11% -$1M 0.38% 66
2017
Q1 		$9.22M Buy
67,043
+39,902
+147% +$5.45M 0.42% 65
2016
Q4 		$3.66M Buy
27,141
+7,230
+36% +$924K 0.17% 98
2016
Q3 		$2.47M Buy
19,911
+74
+0.4% +$8.99K 0.12% 126
2016
Q2 		$2.28M Buy
19,837
+170
+0.9% +$19.2K 0.11% 125
2016
Q1 		$2.18M Buy
19,667
+395
+2% +$40.9K 0.11% 126
2015
Q4 		$2.17M Sell
19,272
-3,012
-14% -$347K 0.11% 135
2015
Q3 		$2.43M Buy
22,284
+146
+0.7% +$17.3K 0.13% 124
2015
Q2 		$2.76M Buy
22,138
+1,793
+9% +$224K 0.14% 124
2015
Q1 		$2.53M Buy
20,345
+2,045
+11% +$247K 0.13% 125
2014
Q4 		$2.19M Sell
18,300
-275
-1% -$31.4K 0.11% 131
2014
Q3 		$2.03M Sell
18,575
-990
-5% -$113K 0.1% 133
2014
Q2 		$2.33M Sell
19,565
-2,127
-10% -$242K 0.12% 127
2014
Q1 		$2.52M Sell
21,692
-717
-3% -$82.7K 0.13% 123
2013
Q4 		$2.58M Sell
22,409
-1,234
-5% -$136K 0.14% 119
2013
Q3 		$2.52M Sell
23,643
-3,119
-12% -$323K 0.15% 118
2013
Q2 		$2.6M Buy
+26,762
New +$2.56M 0.16% 113

Other funds holding IWM

CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 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

HM Payson & Co's IWM Position: Q2 2026 in Review

HM Payson & Co increased its iShares Russell 2000 ETF (IWM) stake by 3.6% in Q2 2026, buying an estimated $93K and bringing the position to 9,426 shares worth $2.83M. The position accounts for 0.04% of the portfolio, ranked #147.

HM Payson & Co first reported a position in IWM in Q2 2013 and has held it in 53 quarters since. The position peaked at $9.24M in Q3 2017. 1,015 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • HM Payson & Co held 9,426 shares of iShares Russell 2000 ETF worth $2.83M as of Q2 2026.
  • HM Payson & Co bought 331 iShares Russell 2000 ETF shares in Q2 2026, an estimated $93K.
  • iShares Russell 2000 ETF made up 0.04% of HM Payson & Co's portfolio in Q2 2026, its #147 holding.
  • HM Payson & Co first reported a position in iShares Russell 2000 ETF in Q2 2013 and has held it in 53 quarters since.
  • HM Payson & Co's iShares Russell 2000 ETF position peaked at $9.24M in Q3 2017.
  • 1,015 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on HM Payson & Co's 13F filing for Q2 2026, filed 17 Jul 2026.