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Minot DeBlois Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Minot DeBlois 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 		$81.7K Hold
272
– – 0.07% 93
2026
Q1 		$67.5K Buy
272
+247
+988% +$63.7K 0.06% 94
2025
Q4 		$6.15K Sell
25
-282
-92% -$69.3K 0.01% 139
2025
Q3 		$74.3K Buy
307
+69
+29% +$15.8K 0.07% 95
2025
Q2 		$51.4K Buy
238
+57
+31% +$11.5K 0.05% 104
2025
Q1 		$36.1K Sell
181
-1,500
-89% -$325K 0.04% 118
2024
Q4 		$371K Buy
+1,681
New +$383K 0.34% 73

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

Minot DeBlois Advisors's IWM Position: Q2 2026 in Review

Minot DeBlois Advisors held its iShares Russell 2000 ETF (IWM) position steady in Q2 2026 at 272 shares worth $81.7K. The position accounts for 0.07% of the portfolio, ranked #93.

Minot DeBlois Advisors first reported a position in IWM in Q4 2024 and has held it in 7 quarters since. The position peaked at $371K in Q4 2024. 2,737 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Minot DeBlois Advisors held 272 shares of iShares Russell 2000 ETF worth $81.7K as of Q2 2026.
  • Minot DeBlois Advisors left its iShares Russell 2000 ETF share count unchanged in Q2 2026.
  • iShares Russell 2000 ETF made up 0.07% of Minot DeBlois Advisors's portfolio in Q2 2026, its #93 holding.
  • Minot DeBlois Advisors first reported a position in iShares Russell 2000 ETF in Q4 2024 and has held it in 7 quarters since.
  • Minot DeBlois Advisors's iShares Russell 2000 ETF position peaked at $371K in Q4 2024.
  • 2,737 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Minot DeBlois Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.