Mascoma Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History

Mascoma Wealth 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 Q2	$625K	Sell	2,081 -11	-0.5%	-$3.09K	0.12%	52
2026 Q1	$519K	Sell	2,092 -75	-3%	-$19.3K	0.11%	56
2025 Q4	$533K	Hold	2,167	–	–	0.11%	55
2025 Q3	$524K	Hold	2,167	–	–	0.12%	56
2025 Q2	$468K	Sell	2,167 -296	-12%	-$59.6K	0.11%	56
2025 Q1	$491K	Hold	2,463	–	–	0.12%	57
2024 Q4	$544K	Hold	2,463	–	–	0.14%	47
2024 Q3	$544K	Hold	2,463	–	–	0.14%	50
2024 Q2	$500K	Sell	2,463 -20	-0.8%	-$4.04K	0.13%	53
2024 Q1	$522K	Sell	2,483 -51	-2%	-$10.2K	0.15%	51
2023 Q4	$509K	Sell	2,534 -527	-17%	-$94.4K	0.15%	53
2023 Q3	$541K	Buy	3,061 +471	+18%	+$88.4K	0.17%	51
2023 Q2	$500K	Sell	2,590 -461	-15%	-$82.2K	0.15%	58
2023 Q1	$535K	Sell	3,051 -19	-0.6%	-$3.5K	0.16%	61
2022 Q4	$535K	Sell	3,070 -140	-4%	-$24.9K	0.17%	63
2022 Q3	$529K	Buy	3,210 +244	+8%	+$44.5K	0.18%	66
2022 Q2	$502K	Sell	2,966 -106	-3%	-$19.5K	0.17%	69
2022 Q1	$631K	Buy	3,072 +1,595	+108%	+$325K	0.2%	64
2021 Q4	$329K	Buy	1,477 +776	+111%	+$175K	0.11%	81
2021 Q3	$153K	Buy	+701	New	+$155K	0.06%	120
2021 Q2	–	Sell	-573	Closed	-$127K	–	280
2021 Q1	$127K	Buy	+573	New	+$125K	0.05%	134
2019 Q3	–	Sell	-186	Closed	-$29K	–	216
2019 Q2	$29K	Hold	186	–	–	0.02%	202
2019 Q1	$28K	Buy	186 +19	+11%	+$2.85K	0.02%	198
2018 Q4	$22K	Hold	167	–	–	0.02%	205
2018 Q3	$28K	Hold	167	–	–	0.02%	209
2018 Q2	$27K	Buy	167 +20	+14%	+$3.2K	0.02%	199
2018 Q1	$22K	Hold	147	–	–	0.01%	213
2017 Q4	$23K	Hold	147	–	–	0.01%	203
2017 Q3	$22K	Hold	147	–	–	0.01%	223
2017 Q2	$21K	Hold	147	–	–	0.01%	232
2017 Q1	$20K	Hold	147	–	–	0.01%	216
2016 Q4	$20K	Buy	+147	New	+$18.8K	0.01%	214

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Mascoma Wealth Management's IWM Position: Q2 2026 in Review

Mascoma Wealth Management reduced its iShares Russell 2000 ETF (IWM) stake by 0.53% in Q2 2026, selling an estimated $3.09K and leaving 2,081 shares worth $625K. The position accounts for 0.12% of the portfolio, ranked #52.

Mascoma Wealth Management first reported a position in IWM in Q4 2016 and has held it in 32 quarters since. The position peaked at $631K in Q1 2022. 2,724 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Mascoma Wealth Management held 2,081 shares of iShares Russell 2000 ETF worth $625K as of Q2 2026.
Mascoma Wealth Management sold 11 iShares Russell 2000 ETF shares in Q2 2026, an estimated $3.09K.
iShares Russell 2000 ETF made up 0.12% of Mascoma Wealth Management's portfolio in Q2 2026, its #52 holding.
Mascoma Wealth Management first reported a position in iShares Russell 2000 ETF in Q4 2016 and has held it in 32 quarters since.
Mascoma Wealth Management's iShares Russell 2000 ETF position peaked at $631K in Q1 2022.
2,724 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.