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 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 $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Inspire Advisors's IWM Position: Q1 2026 in Review

Inspire Advisors reduced its iShares Russell 2000 ETF (IWM) stake by 28% in Q1 2026, selling an estimated $314K and leaving 3,154 shares worth $782K. The position accounts for 0.06% of the portfolio, ranked #241.

Inspire Advisors first reported a position in IWM in Q4 2020 and has held it in 9 quarters since. The position peaked at $1.08M in Q4 2025. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Inspire Advisors held 3,154 shares of iShares Russell 2000 ETF worth $782K as of Q1 2026.
Inspire Advisors sold 1,216 iShares Russell 2000 ETF shares in Q1 2026, an estimated $314K.
iShares Russell 2000 ETF made up 0.06% of Inspire Advisors's portfolio in Q1 2026, its #241 holding.
Inspire Advisors first reported a position in iShares Russell 2000 ETF in Q4 2020 and has held it in 9 quarters since.
Inspire Advisors's iShares Russell 2000 ETF position peaked at $1.08M in Q4 2025.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Inspire Advisors's 13F filing for Q1 2026, filed 15 May 2026.