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Ballast Inc’s iShares Russell 2000 ETF IWM Stock Holding History

Ballast Inc’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
2025
Q4 		– Sell
-3,000
Closed -$726K – 139
2025
Q3 		$726K Buy
+3,000
New +$688K 0.18% 71

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MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 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 $43.3B AUM 29.3% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 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

Ballast Inc's IWM Position: Q2 2026 in Review

Ballast Inc sold out of iShares Russell 2000 ETF (IWM) in Q2 2026, closing a stake of 826 shares — an estimated $205K sold.

Ballast Inc first reported a position in IWM in Q3 2018 and held it in 3 quarters. The position peaked at $288K in Q3 2018. 1,015 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Ballast Inc reported no remaining iShares Russell 2000 ETF position as of Q2 2026 after selling out during the quarter.
  • Ballast Inc sold 826 iShares Russell 2000 ETF shares in Q2 2026, an estimated $205K.
  • Ballast Inc first reported a position in iShares Russell 2000 ETF in Q3 2018 and held it in 3 quarters.
  • Ballast Inc's iShares Russell 2000 ETF position peaked at $288K in Q3 2018.
  • 1,015 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Ballast Inc's 13F filing for Q2 2026, filed 10 Jul 2026.