Conservest Capital Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Conservest Capital Advisors’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	$532K	Buy	1,771 +4	+0.2%	+$1.12K	0.04%	81
2026 Q1	$438K	Buy	1,767 +3	+0.2%	+$774	0.04%	86
2025 Q4	$434K	Buy	1,764 +4	+0.2%	+$983	0.04%	88
2025 Q3	$426K	Buy	1,760 +4	+0.2%	+$918	0.04%	88
2025 Q2	$379K	Sell	1,756 -32	-2%	-$6.44K	0.04%	90
2025 Q1	$357K	Buy	1,788 +4	+0.2%	+$868	0.04%	82
2024 Q4	$394K	Buy	1,784 +13	+0.7%	+$2.96K	0.04%	80
2024 Q3	$372K	Hold	1,771	–	–	0.04%	78
2024 Q2	$372K	Sell	1,771 -487	-22%	-$98.4K	0.04%	77
2024 Q1	$475K	Sell	2,258 -1,748	-44%	-$349K	0.05%	67
2023 Q4	$804K	Buy	4,006 +1,142	+40%	+$205K	0.09%	57
2023 Q3	$506K	Hold	2,864	–	–	0.06%	61
2023 Q2	$536K	Buy	2,864 +5	+0.2%	+$891	0.06%	61
2023 Q1	$510K	Buy	2,859 +515	+22%	+$94.8K	0.06%	61
2022 Q4	$409K	Buy	+2,344	New	+$417K	0.05%	60
2022 Q3	–	Sell	-2,325	Closed	-$424K	–	57
2022 Q2	$394K	Sell	2,325 -433	-16%	-$79.8K	0.05%	60
2022 Q1	$566K	Sell	2,758 -775	-22%	-$158K	0.06%	56
2021 Q4	$786K	Buy	3,533 +794	+29%	+$179K	0.08%	53
2021 Q3	$599K	Hold	2,739	–	–	0.07%	52
2021 Q2	$628K	Buy	2,739 +7	+0.3%	+$1.57K	0.07%	50
2021 Q1	$604K	Hold	2,732	–	–	0.07%	49
2020 Q4	$536K	Sell	2,732 -700	-20%	-$122K	0.06%	55
2020 Q3	$514K	Buy	3,432 +11	+0.3%	+$1.66K	0.07%	51
2020 Q2	$490K	Buy	3,421 +19	+0.6%	+$2.49K	0.07%	50
2020 Q1	$389K	Buy	3,402 +2	+0.1%	+$298	0.06%	51
2019 Q4	$563K	Sell	3,400 -233	-6%	-$36.8K	0.07%	52
2019 Q3	$550K	Buy	3,633 +3	+0.1%	+$458	0.08%	53
2019 Q2	$564K	Buy	3,630 +11	+0.3%	+$1.7K	0.08%	51
2019 Q1	$554K	Buy	3,619 +9	+0.2%	+$1.35K	0.08%	53
2018 Q4	$483K	Buy	3,610 +19	+0.5%	+$2.83K	0.08%	54
2018 Q3	$605K	Buy	3,591 +11	+0.3%	+$1.86K	0.09%	50
2018 Q2	$586K	Hold	3,580	–	–	0.09%	52
2018 Q1	$543K	Buy	3,580 +8	+0.2%	+$1.24K	0.12%	46
2017 Q4	$545K	Buy	3,572 +17	+0.5%	+$2.55K	0.11%	48
2017 Q3	$527K	Buy	3,555 +15	+0.4%	+$2.11K	0.08%	58
2017 Q2	$499K	Hold	3,540	–	–	0.11%	46
2017 Q1	$487K	Buy	+3,540	New	+$484K	0.1%	47

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

Conservest Capital Advisors's IWM Position: Q2 2026 in Review

Conservest Capital Advisors increased its iShares Russell 2000 ETF (IWM) stake by 0.23% in Q2 2026, buying an estimated $1.12K and bringing the position to 1,771 shares worth $532K. The position accounts for 0.04% of the portfolio, ranked #81.

Conservest Capital Advisors first reported a position in IWM in Q1 2017 and has held it in 37 quarters since. The position peaked at $804K in Q4 2023. 1,015 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Conservest Capital Advisors held 1,771 shares of iShares Russell 2000 ETF worth $532K as of Q2 2026.
Conservest Capital Advisors bought 4 iShares Russell 2000 ETF shares in Q2 2026, an estimated $1.12K.
iShares Russell 2000 ETF made up 0.04% of Conservest Capital Advisors's portfolio in Q2 2026, its #81 holding.
Conservest Capital Advisors first reported a position in iShares Russell 2000 ETF in Q1 2017 and has held it in 37 quarters since.
Conservest Capital Advisors's iShares Russell 2000 ETF position peaked at $804K in Q4 2023.
1,015 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Conservest Capital Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.