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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

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Treasurer of the State of North Carolina
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
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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. 2,738 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.
  • 2,738 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.