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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
2021
Q3 		– Sell
-200
Closed -$46K – 343
2021
Q2 		$46K Hold
200
– – 0.01% 312
2021
Q1 		$44K Hold
200
– – 0.01% 289
2020
Q4 		$39K Buy
+200
New +$35K 0.01% 276

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. 997 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.
  • 997 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.