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Mayflower Financial Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Mayflower Financial Advisors’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 		$4.92M Buy
16,378
+163
+1% +$45.8K 0.43% 63
2026
Q1 		$4.02M Buy
16,215
+859
+6% +$222K 0.49% 58
2025
Q4 		$3.78M Buy
15,356
+552
+4% +$136K 0.46% 60
2025
Q3 		$3.58M Sell
14,804
-1
-0% -$229 0.45% 57
2025
Q2 		$3.19M Sell
14,805
-231
-2% -$46.5K 0.44% 57
2025
Q1 		$3M Sell
15,036
-8
-0.1% -$1.74K 0.46% 55
2024
Q4 		$3.32M Sell
15,044
-325
-2% -$74.1K 0.5% 51
2024
Q3 		$3.39M Buy
15,369
+44
+0.3% +$9.41K 0.51% 49
2024
Q2 		$3.11M Sell
15,325
-831
-5% -$168K 0.51% 47
2024
Q1 		$3.4M Buy
16,156
+59
+0.4% +$11.8K 0.57% 42
2023
Q4 		$3.23M Sell
16,097
-470
-3% -$84.2K 0.45% 53
2023
Q3 		$2.93M Sell
16,567
-240
-1% -$45.1K 0.44% 52
2023
Q2 		$3.15M Sell
16,807
-23
-0.1% -$4.1K 0.41% 57
2023
Q1 		$3M Sell
16,830
-7
-0% -$1.29K 0.39% 60
2022
Q4 		$2.94M Buy
16,837
+13
+0.1% +$2.31K 0.41% 53
2022
Q3 		$2.77M Sell
16,824
-222
-1% -$40.5K 0.45% 46
2022
Q2 		$2.89M Sell
17,046
-295
-2% -$54.4K 0.44% 49
2022
Q1 		$3.56M Sell
17,341
-145
-0.8% -$29.6K 0.48% 45
2021
Q4 		$3.89M Buy
17,486
+298
+2% +$67.3K 0.52% 42
2021
Q3 		$3.88M Sell
17,188
-218
-1% -$48.3K 0.52% 43
2021
Q2 		$3.99M Sell
17,406
-143
-0.8% -$32.2K 0.55% 41
2021
Q1 		$3.88M Sell
17,549
-640
-4% -$140K 0.57% 38
2020
Q4 		$3.57M Buy
+18,189
New +$3.18M 0.62% 35

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

Mayflower Financial Advisors's IWM Position: Q2 2026 in Review

Mayflower Financial Advisors increased its iShares Russell 2000 ETF (IWM) stake by 1% in Q2 2026, buying an estimated $45.8K and bringing the position to 16,378 shares worth $4.92M. The position accounts for 0.43% of the portfolio, ranked #63.

Mayflower Financial Advisors first reported a position in IWM in Q4 2020 and has held it in 23 quarters since. 971 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Mayflower Financial Advisors held 16,378 shares of iShares Russell 2000 ETF worth $4.92M as of Q2 2026.
  • Mayflower Financial Advisors bought 163 iShares Russell 2000 ETF shares in Q2 2026, an estimated $45.8K.
  • iShares Russell 2000 ETF made up 0.43% of Mayflower Financial Advisors's portfolio in Q2 2026, its #63 holding.
  • Mayflower Financial Advisors first reported a position in iShares Russell 2000 ETF in Q4 2020 and has held it in 23 quarters since.
  • 971 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Mayflower Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.