SEC 13F Intelligence

Boston Research & Management Inc / IWM

Boston Research & Management Inc’s Ishares Tr Position

Does Boston Research & Management Inc own Ishares Tr (IWM)? Yes — 18.5K shares worth $5M (+1.09% of its 13F portfolio) as of Q1 2026, down from 20.0K shares the prior filed quarter.

Position Value
$5M
Q1 2026
Shares
18.5K
% of Portfolio
+1.09%
Quarters Held
29
currently held

Position History IWM

Reported value by quarter
Q1 ’19: $3MQ1 ’19Q2 ’19: $3MQ3 ’19: $3MQ4 ’19: $4MQ1 ’20: $2MQ1 ’20Q2 ’20: $3MQ3 ’20: $3MQ4 ’20: $4MQ1 ’21: $5MQ1 ’21Q2 ’21: $5MQ3 ’21: $5MQ4 ’21: $5MQ1 ’22: $4MQ1 ’22Q2 ’22: $4MQ3 ’22: $3MQ4 ’22: $4MQ1 ’23: $4MQ1 ’23Q2 ’23: $4MQ3 ’23: $4MQ4 ’23: $4MQ1 ’24: $4MQ1 ’24Q2 ’24: $4MQ3 ’24: $5MQ4 ’24: $5MQ1 ’25: $4MQ1 ’25Q2 ’25: $5MQ3 ’25: $5MQ4 ’25: $5MQ1 ’26: $5MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202618.5K$5M+1.09%
Q4 202520.0K$5M+1.13%
Q3 202521.0K$5M+1.12%
Q2 202521.0K$5M+1.08%
Q1 202521.0K$4M+1.04%
Q4 202421.0K$5M+1.14%
Q3 202421.0K$5M+1.09%
Q2 202421.0K$4M+1.08%
Q1 202421.0K$4M+1.09%
Q4 202321.1K$4M+1.12%
Q3 202321.1K$4M+1.10%
Q2 202321.1K$4M+1.12%
Q1 202321.0K$4M+1.12%
Q4 202221.0K$4M+1.13%
Q3 202221.0K$3M+1.18%
Q2 202221.0K$4M+1.15%
Q1 202221.0K$4M+1.25%
Q4 202121.0K$5M+1.28%
Q3 202121.3K$5M+1.39%
Q2 202121.3K$5M+1.49%
Q1 202121.3K$5M+1.52%
Q4 202021.4K$4M+1.46%
Q3 202021.5K$3M+1.26%
Q2 202021.5K$3M+1.28%
Q1 202021.5K$2M+1.24%
Q4 201922.1K$4M+1.37%
Q3 201922.1K$3M+1.32%
Q2 201922.2K$3M+1.40%
Q1 201922.4K$3M+1.43%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Boston Research & Management Inc’s full portfolio or all institutional holders of IWM.