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Rockland Trust’s iShares Russell 2000 ETF IWM Stock Holding History

Rockland Trust’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 		$570K Buy
1,896
+19
+1% +$5.34K 0.02% 215
2026
Q1 		$465K Buy
1,877
+966
+106% +$249K 0.02% 224
2025
Q4 		$224K Buy
+911
New +$224K 0.01% 293
2023
Q4 		– Sell
-1,264
Closed -$223K – 300
2023
Q3 		$223K Sell
1,264
-637
-34% -$120K 0.01% 273
2023
Q2 		$356K Sell
1,901
-758
-29% -$135K 0.02% 227
2023
Q1 		$474K Buy
2,659
+25
+0.9% +$4.6K 0.03% 205
2022
Q4 		$459K Buy
2,634
+323
+14% +$57.4K 0.03% 206
2022
Q3 		$381K Buy
2,311
+276
+14% +$50.3K 0.03% 195
2022
Q2 		$345K Sell
2,035
-90
-4% -$16.6K 0.02% 222
2022
Q1 		$436K Sell
2,125
-22
-1% -$4.49K 0.03% 228
2021
Q4 		$478K Sell
2,147
-575
-21% -$130K 0.03% 211
2021
Q3 		$596K Sell
2,722
-1,104
-29% -$245K 0.04% 189
2021
Q2 		$877K Sell
3,826
-665
-15% -$150K 0.06% 153
2021
Q1 		$992K Buy
4,491
+22
+0.5% +$4.8K 0.07% 140
2020
Q4 		$876K Buy
4,469
+379
+9% +$66.3K 0.07% 148
2020
Q3 		$613K Sell
4,090
-658
-14% -$99K 0.05% 166
2020
Q2 		$680K Sell
4,748
-71
-1% -$9.32K 0.06% 152
2020
Q1 		$552K Sell
4,819
-1,206
-20% -$180K 0.06% 159
2019
Q4 		$998K Sell
6,025
-392
-6% -$62K 0.08% 139
2019
Q3 		$948K Buy
6,417
+240
+4% +$36.6K 0.09% 140
2019
Q2 		$961K Buy
6,177
+248
+4% +$38.2K 0.1% 133
2019
Q1 		$908K Buy
5,929
+875
+17% +$131K 0.1% 130
2018
Q4 		$677K Sell
5,054
-379
-7% -$56.5K 0.08% 144
2018
Q3 		$916K Buy
5,433
+199
+4% +$33.6K 0.11% 113
2018
Q2 		$857K Buy
5,234
+227
+5% +$36.3K 0.11% 115
2018
Q1 		$760K Buy
5,007
+883
+21% +$136K 0.1% 121
2017
Q4 		$629K Buy
4,124
+1,269
+44% +$191K 0.08% 125
2017
Q3 		$423K Sell
2,855
-11
-0.4% -$1.55K 0.06% 121
2017
Q2 		$404K Buy
2,866
+1
+0% +$138 0.06% 120
2017
Q1 		$394K Buy
2,865
+368
+15% +$50.3K 0.06% 121
2016
Q4 		$337K Sell
2,497
-202
-7% -$25.8K 0.05% 130
2016
Q3 		$335K Hold
2,699
– – 0.06% 122
2016
Q2 		$310K Sell
2,699
-465
-15% -$52.5K 0.05% 129
2016
Q1 		$350K Sell
3,164
-100
-3% -$10.4K 0.06% 119
2015
Q4 		$368K Buy
3,264
+560
+21% +$64.6K 0.06% 125
2015
Q3 		$295K Sell
2,704
-300
-10% -$35.6K 0.06% 125
2015
Q2 		$375K Buy
3,004
+300
+11% +$37.5K 0.07% 105
2015
Q1 		$336K Buy
2,704
+600
+29% +$72.3K 0.07% 107
2014
Q4 		$252K Hold
2,104
– – 0.05% 124
2014
Q3 		$230K Hold
2,104
– – 0.05% 116
2014
Q2 		$250K Buy
2,104
+150
+8% +$17K 0.06% 106
2014
Q1 		$227K Buy
+1,954
New +$225K 0.05% 117

Other funds holding IWM

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
PRS
Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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 $44.6B AUM 28.94% 1-Year Est. Return

Rockland Trust's IWM Position: Q2 2026 in Review

Rockland Trust increased its iShares Russell 2000 ETF (IWM) stake by 1% in Q2 2026, buying an estimated $5.34K and bringing the position to 1,896 shares worth $570K. The position accounts for 0.02% of the portfolio, ranked #215.

Rockland Trust first reported a position in IWM in Q1 2014 and has held it in 42 quarters since. The position peaked at $998K in Q4 2019. 1,422 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Rockland Trust held 1,896 shares of iShares Russell 2000 ETF worth $570K as of Q2 2026.
  • Rockland Trust bought 19 iShares Russell 2000 ETF shares in Q2 2026, an estimated $5.34K.
  • iShares Russell 2000 ETF made up 0.02% of Rockland Trust's portfolio in Q2 2026, its #215 holding.
  • Rockland Trust first reported a position in iShares Russell 2000 ETF in Q1 2014 and has held it in 42 quarters since.
  • Rockland Trust's iShares Russell 2000 ETF position peaked at $998K in Q4 2019.
  • 1,422 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Rockland Trust's 13F filing for Q2 2026, filed 8 Jul 2026.