WF
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Welch & Forbes’s iShares Russell 2000 ETF IWM Stock Holding History

Welch & Forbes’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 		$7.45M Sell
24,806
-797
-3% -$224K 0.09% 111
2026
Q1 		$6.35M Sell
25,603
-2,269
-8% -$585K 0.08% 112
2025
Q4 		$6.86M Buy
27,872
+118
+0.4% +$29K 0.08% 115
2025
Q3 		$6.72M Buy
27,754
+5
+0% +$1.15K 0.08% 116
2025
Q2 		$5.99M Sell
27,749
-1,036
-4% -$208K 0.07% 116
2025
Q1 		$5.74M Sell
28,785
-1,376
-5% -$298K 0.08% 117
2024
Q4 		$6.66M Sell
30,161
-1,163
-4% -$265K 0.09% 110
2024
Q3 		$6.92M Sell
31,324
-4,872
-13% -$1.04M 0.09% 114
2024
Q2 		$7.3M Sell
36,196
-710
-2% -$143K 0.1% 110
2024
Q1 		$7.76M Sell
36,906
-761
-2% -$152K 0.11% 107
2023
Q4 		$7.56M Sell
37,667
-57,931
-61% -$10.4M 0.11% 105
2023
Q3 		$16.9M Buy
95,598
+2,940
+3% +$552K 0.28% 82
2023
Q2 		$17.4M Buy
92,658
+2,415
+3% +$431K 0.27% 83
2023
Q1 		$16.1M Buy
90,243
+5,407
+6% +$996K 0.27% 82
2022
Q4 		$14.8M Sell
84,836
-3,672
-4% -$653K 0.27% 83
2022
Q3 		$14.6M Buy
88,508
+6,631
+8% +$1.21M 0.29% 83
2022
Q2 		$13.9M Buy
81,877
+6,745
+9% +$1.24M 0.25% 85
2022
Q1 		$15.4M Buy
75,132
+7,784
+12% +$1.59M 0.24% 87
2021
Q4 		$15M Buy
67,348
+9,448
+16% +$2.13M 0.22% 89
2021
Q3 		$12.7M Buy
57,900
+5,767
+11% +$1.28M 0.21% 95
2021
Q2 		$12M Buy
52,133
+5,943
+13% +$1.34M 0.2% 99
2021
Q1 		$10.2M Buy
46,190
+15,313
+50% +$3.34M 0.19% 102
2020
Q4 		$6.05M Sell
30,877
-2,125
-6% -$372K 0.12% 121
2020
Q3 		$4.94M Buy
33,002
+1,195
+4% +$180K 0.11% 122
2020
Q2 		$4.55M Sell
31,807
-1,955
-6% -$257K 0.11% 123
2020
Q1 		$3.87M Sell
33,762
-27,440
-45% -$4.09M 0.11% 123
2019
Q4 		$10.1M Buy
61,202
+4,032
+7% +$637K 0.23% 100
2019
Q3 		$8.65M Buy
57,170
+17,845
+45% +$2.72M 0.21% 105
2019
Q2 		$6.11M Buy
39,325
+671
+2% +$103K 0.15% 120
2019
Q1 		$5.92M Buy
38,654
+35
+0.1% +$5.26K 0.15% 121
2018
Q4 		$5.17M Sell
38,619
-1,845
-5% -$275K 0.15% 119
2018
Q3 		$6.82M Buy
40,464
+4,690
+13% +$792K 0.16% 117
2018
Q2 		$5.86M Sell
35,774
-800
-2% -$128K 0.15% 120
2018
Q1 		$5.55M Buy
36,574
+1,217
+3% +$188K 0.14% 130
2017
Q4 		$5.39M Buy
35,357
+3,910
+12% +$587K 0.14% 123
2017
Q3 		$4.66M Buy
31,447
+1,380
+5% +$194K 0.12% 134
2017
Q2 		$4.24M Sell
30,067
-250
-0.8% -$34.6K 0.12% 134
2017
Q1 		$4.17M Buy
30,317
+379
+1% +$51.8K 0.12% 134
2016
Q4 		$4.04M Buy
29,938
+565
+2% +$72.2K 0.12% 133
2016
Q3 		$3.65M Sell
29,373
-4,970
-14% -$604K 0.13% 120
2016
Q2 		$3.95M Buy
34,343
+6,900
+25% +$778K 0.12% 130
2016
Q1 		$3.04M Sell
27,443
-1,744
-6% -$181K 0.09% 135
2015
Q4 		$3.29M Buy
29,187
+1,068
+4% +$123K 0.11% 132
2015
Q3 		$3.07M Buy
28,119
+39
+0.1% +$4.62K 0.1% 141
2015
Q2 		$3.51M Buy
28,080
+128
+0.5% +$16K 0.11% 139
2015
Q1 		$3.48M Sell
27,952
-790
-3% -$95.2K 0.1% 143
2014
Q4 		$3.44M Buy
28,742
+1,132
+4% +$129K 0.1% 142
2014
Q3 		$3.02M Sell
27,610
-918
-3% -$105K 0.09% 148
2014
Q2 		$3.39M Buy
28,528
+48
+0.2% +$5.45K 0.11% 131
2014
Q1 		$3.31M Buy
28,480
+319
+1% +$36.8K 0.11% 136
2013
Q4 		$3.25M Buy
28,161
+1,512
+6% +$167K 0.1% 135
2013
Q3 		$2.84M Buy
26,649
+1,849
+7% +$191K 0.1% 139
2013
Q2 		$2.4M Buy
+24,800
New +$2.37M 0.09% 143

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

Welch & Forbes's IWM Position: Q2 2026 in Review

Welch & Forbes reduced its iShares Russell 2000 ETF (IWM) stake by 3.1% in Q2 2026, selling an estimated $224K and leaving 24,806 shares worth $7.45M. The position accounts for 0.09% of the portfolio, ranked #111.

Welch & Forbes first reported a position in IWM in Q2 2013 and has held it in 53 quarters since. The position peaked at $17.4M in Q2 2023. 2,725 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Welch & Forbes held 24,806 shares of iShares Russell 2000 ETF worth $7.45M as of Q2 2026.
  • Welch & Forbes sold 797 iShares Russell 2000 ETF shares in Q2 2026, an estimated $224K.
  • iShares Russell 2000 ETF made up 0.09% of Welch & Forbes's portfolio in Q2 2026, its #111 holding.
  • Welch & Forbes first reported a position in iShares Russell 2000 ETF in Q2 2013 and has held it in 53 quarters since.
  • Welch & Forbes's iShares Russell 2000 ETF position peaked at $17.4M in Q2 2023.
  • 2,725 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Welch & Forbes's 13F filing for Q2 2026, filed 30 Jul 2026.