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Archford Capital Strategies’s iShares Russell 2000 ETF IWM Stock Holding History

Archford Capital Strategies’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 		$1.79M Sell
5,958
-54
-0.9% -$15.2K 0.18% 112
2026
Q1 		$1.49M Sell
6,012
-834
-12% -$215K 0.17% 130
2025
Q4 		$1.69M Hold
6,846
– – 0.2% 112
2025
Q3 		$1.66M Sell
6,846
-1,200
-15% -$275K 0.2% 110
2025
Q2 		$1.74M Buy
8,046
+100
+1% +$20.1K 0.22% 102
2025
Q1 		$1.59M Sell
7,946
-4
-0.1% -$868 0.23% 110
2024
Q4 		$1.76M Buy
7,950
+4
+0.1% +$912 0.27% 94
2024
Q3 		$1.77M Hold
7,946
– – 0.27% 93
2024
Q2 		$1.61M Buy
7,946
+1,386
+21% +$280K 0.26% 93
2024
Q1 		$1.38M Sell
6,560
-115
-2% -$22.9K 0.23% 109
2023
Q4 		$1.34M Buy
6,675
+319
+5% +$57.1K 0.25% 105
2023
Q3 		$1.12M Hold
6,356
– – 0.22% 109
2023
Q2 		$1.24M Buy
6,356
+6
+0.1% +$1.07K 0.24% 105
2023
Q1 		$1.1M Sell
6,350
-123
-2% -$22.6K 0.23% 103
2022
Q4 		$1.13M Buy
6,473
+238
+4% +$42.3K 0.26% 97
2022
Q3 		$1.03M Buy
6,235
+300
+5% +$54.7K 0.27% 98
2022
Q2 		$1M Sell
5,935
-75
-1% -$13.8K 0.25% 97
2022
Q1 		$1.22M Buy
6,010
+75
+1% +$15.3K 0.27% 87
2021
Q4 		$1.32M Hold
5,935
– – 0.3% 88
2021
Q3 		$1.3M Hold
5,935
– – 0.31% 82
2021
Q2 		$1.36M Hold
5,935
– – 0.34% 69
2021
Q1 		$1.33M Sell
5,935
-40
-0.7% -$8.73K 0.35% 75
2020
Q4 		$1.24M Buy
5,975
+40
+0.7% +$7K 0.29% 103
2020
Q3 		$889K Sell
5,935
-400
-6% -$60.2K 0.24% 120
2020
Q2 		$907K Sell
6,335
-405
-6% -$53.1K 0.27% 107
2020
Q1 		$771K Buy
6,740
+405
+6% +$60.4K 0.3% 112
2019
Q4 		$1.05M Buy
6,335
+120
+2% +$19K 0.36% 84
2019
Q3 		$941K Hold
6,215
– – 0.35% 89
2019
Q2 		$966K Sell
6,215
-840
-12% -$129K 0.35% 84
2019
Q1 		$1.08M Sell
7,055
-17
-0.2% -$2.56K 0.4% 77
2018
Q4 		$947K Sell
7,072
-100
-1% -$14.9K 0.38% 74
2018
Q3 		$1.21M Sell
7,172
-55
-0.8% -$9.29K 0.44% 65
2018
Q2 		$1.18M Buy
+7,227
New +$1.16M 0.42% 73
2018
Q1 		– Sell
-7,227
Closed -$1.1M – 690
2017
Q4 		$1.1M Sell
7,227
-1,910
-21% -$287K 0.41% 74
2017
Q3 		$1.35M Buy
9,137
+175
+2% +$24.6K 0.51% 62
2017
Q2 		$1.26M Buy
8,962
+385
+4% +$53.3K 0.5% 67
2017
Q1 		$1.18M Buy
8,577
+587
+7% +$80.2K 0.44% 71
2016
Q4 		$1.08M Buy
7,990
+820
+11% +$105K 0.45% 79
2016
Q3 		$890K Buy
7,170
+257
+4% +$31.2K 0.37% 95
2016
Q2 		$795K Buy
6,913
+13
+0.2% +$1.47K 0.42% 76
2016
Q1 		$763K Buy
6,900
+3,408
+98% +$353K 0.37% 103
2015
Q4 		$394K Buy
3,492
+1,930
+124% +$223K 0.18% 138
2015
Q3 		$171K Sell
1,562
-13
-0.8% -$1.54K 0.13% 121
2015
Q2 		$197K Buy
1,575
+1,520
+2,764% +$190K 0.14% 114
2015
Q1 		$6.84K Buy
+55
New +$6.63K ﹤0.01% 369
2014
Q4 		– Sell
-136
Closed -$15K – 743
2014
Q3 		$15K Sell
136
-4
-3% -$458 0.01% 326
2014
Q2 		$16.6K Sell
140
-126
-47% -$14.3K 0.01% 340
2014
Q1 		$30.9K Buy
+266
New +$30.7K 0.03% 268

Other funds holding IWM

SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
OE
OFS Enterprise Kearney, Nebraska $392M AUM
EWM
Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Archford Capital Strategies's IWM Position: Q2 2026 in Review

Archford Capital Strategies reduced its iShares Russell 2000 ETF (IWM) stake by 0.9% in Q2 2026, selling an estimated $15.2K and leaving 5,958 shares worth $1.79M. The position accounts for 0.18% of the portfolio, ranked #112.

Archford Capital Strategies first reported a position in IWM in Q1 2014 and has held it in 48 quarters since. 526 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Archford Capital Strategies held 5,958 shares of iShares Russell 2000 ETF worth $1.79M as of Q2 2026.
  • Archford Capital Strategies sold 54 iShares Russell 2000 ETF shares in Q2 2026, an estimated $15.2K.
  • iShares Russell 2000 ETF made up 0.18% of Archford Capital Strategies's portfolio in Q2 2026, its #112 holding.
  • Archford Capital Strategies first reported a position in iShares Russell 2000 ETF in Q1 2014 and has held it in 48 quarters since.
  • 526 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Archford Capital Strategies's 13F filing for Q2 2026, filed 17 Jul 2026.