Inspire Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Inspire 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	$699K	Sell	2,326 -828	-26%	-$233K	0.05%	302
2026 Q1	$782K	Sell	3,154 -1,216	-28%	-$314K	0.06%	241
2025 Q4	$1.08M	Buy	4,370 +455	+12%	+$112K	0.1%	147
2025 Q3	$947K	Sell	3,915 -548	-12%	-$126K	0.09%	174
2025 Q2	$963K	Buy	4,463 +265	+6%	+$53.3K	0.1%	150
2025 Q1	$837K	Buy	4,198 +1,111	+36%	+$241K	0.1%	143
2024 Q4	$682K	Buy	3,087 +108	+4%	+$24.6K	0.08%	164
2024 Q3	$658K	Buy	2,979 +669	+29%	+$143K	0.08%	170
2024 Q2	$469K	Buy	+2,310	New	+$467K	0.06%	220
2021 Q1	–	Sell	-4	Closed	-$1K	–	409
2020 Q4	$1K	Buy	+4	New	+$700	﹤0.01%	740

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Inspire Advisors's IWM Position: Q2 2026 in Review

Inspire Advisors reduced its iShares Russell 2000 ETF (IWM) stake by 26% in Q2 2026, selling an estimated $233K and leaving 2,326 shares worth $699K. The position accounts for 0.05% of the portfolio, ranked #302.

Inspire Advisors first reported a position in IWM in Q4 2020 and has held it in 10 quarters since. The position peaked at $1.08M in Q4 2025. 2,738 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Inspire Advisors held 2,326 shares of iShares Russell 2000 ETF worth $699K as of Q2 2026.
Inspire Advisors sold 828 iShares Russell 2000 ETF shares in Q2 2026, an estimated $233K.
iShares Russell 2000 ETF made up 0.05% of Inspire Advisors's portfolio in Q2 2026, its #302 holding.
Inspire Advisors first reported a position in iShares Russell 2000 ETF in Q4 2020 and has held it in 10 quarters since.
Inspire Advisors's iShares Russell 2000 ETF position peaked at $1.08M in Q4 2025.
2,738 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Inspire Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.