Clark Financial Services Group’s iShares Russell 2000 ETF IWM Stock Holding History

Clark Financial Services Group’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	$7.16M	Sell	23,826 -234	-1%	-$65.8K	3.38%	7
2026 Q1	$5.97M	Sell	24,060 -2,131	-8%	-$550K	3.23%	8
2025 Q4	$6.62M	Sell	26,191 -899	-3%	-$221K	3.52%	8
2025 Q3	$6.55M	Buy	27,090 +9,174	+51%	+$2.1M	3.48%	8
2025 Q2	$3.87M	Buy	17,916 +184	+1%	+$37K	2.38%	11
2025 Q1	$3.54M	Buy	17,732 +102	+0.6%	+$22.1K	2.45%	11
2024 Q4	$3.9M	Buy	17,630 +15,772	+849%	+$3.6M	2.98%	7
2024 Q3	$410K	Buy	+1,858	New	+$398K	0.37%	32

Other funds holding IWM

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

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

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

Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return

Clark Financial Services Group's IWM Position: Q2 2026 in Review

Clark Financial Services Group reduced its iShares Russell 2000 ETF (IWM) stake by 0.97% in Q2 2026, selling an estimated $65.8K and leaving 23,826 shares worth $7.16M. The position accounts for 3.38% of the portfolio, ranked #7.

Clark Financial Services Group first reported a position in IWM in Q3 2024 and has held it in 8 quarters since. 1,000 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Clark Financial Services Group held 23,826 shares of iShares Russell 2000 ETF worth $7.16M as of Q2 2026.
Clark Financial Services Group sold 234 iShares Russell 2000 ETF shares in Q2 2026, an estimated $65.8K.
iShares Russell 2000 ETF made up 3.38% of Clark Financial Services Group's portfolio in Q2 2026, its #7 holding.
Clark Financial Services Group first reported a position in iShares Russell 2000 ETF in Q3 2024 and has held it in 8 quarters since.
1,000 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Clark Financial Services Group's 13F filing for Q2 2026, filed 15 Jul 2026.