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EverSource Wealth Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

EverSource Wealth 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 		$1.16M Sell
3,854
-1,295
-25% -$364K 0.04% 323
2026
Q1 		$1.28M Buy
5,149
+993
+24% +$256K 0.04% 325
2025
Q4 		$1.02M Sell
4,156
-505
-11% -$124K 0.04% 337
2025
Q3 		$1.13M Buy
4,661
+473
+11% +$109K 0.04% 285
2025
Q2 		$904K Buy
4,188
+947
+29% +$191K 0.04% 303
2025
Q1 		$646K Sell
3,241
-2,396
-43% -$520K 0.04% 332
2024
Q4 		$1.25M Sell
5,637
-171
-3% -$39K 0.07% 212
2024
Q3 		$1.28M Buy
5,808
+36
+0.6% +$7.7K 0.08% 184
2024
Q2 		$1.29M Buy
5,772
+300
+5% +$60.6K 0.09% 180
2024
Q1 		$1.07M Buy
5,472
+1,300
+31% +$259K 0.08% 174
2023
Q4 		$837K Buy
4,172
+1,204
+41% +$216K 0.08% 183
2023
Q3 		$525K Buy
2,968
+915
+45% +$172K 0.06% 226
2023
Q2 		$384K Sell
2,053
-147
-7% -$26.2K 0.04% 263
2023
Q1 		$393K Sell
2,200
-18
-0.8% -$3.31K 0.05% 255
2022
Q4 		$387K Buy
2,218
+195
+10% +$34.7K 0.06% 236
2022
Q3 		$334K Sell
2,023
-320
-14% -$58.4K 0.08% 223
2022
Q2 		$397K Sell
2,343
-318
-12% -$58.6K 0.1% 177
2022
Q1 		$546K Buy
2,661
+693
+35% +$141K 0.14% 138
2021
Q4 		$438K Buy
+1,968
New +$445K 0.12% 131

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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 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
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

EverSource Wealth Advisors's IWM Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its iShares Russell 2000 ETF (IWM) stake by 25% in Q2 2026, selling an estimated $364K and leaving 3,854 shares worth $1.16M. The position accounts for 0.04% of the portfolio, ranked #323.

EverSource Wealth Advisors first reported a position in IWM in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.29M in Q2 2024. 1,096 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • EverSource Wealth Advisors held 3,854 shares of iShares Russell 2000 ETF worth $1.16M as of Q2 2026.
  • EverSource Wealth Advisors sold 1,295 iShares Russell 2000 ETF shares in Q2 2026, an estimated $364K.
  • iShares Russell 2000 ETF made up 0.04% of EverSource Wealth Advisors's portfolio in Q2 2026, its #323 holding.
  • EverSource Wealth Advisors first reported a position in iShares Russell 2000 ETF in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's iShares Russell 2000 ETF position peaked at $1.29M in Q2 2024.
  • 1,096 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.