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

Prospera Financial Services’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 		$15.9M Sell
52,817
-3,319
-6% -$933K 0.23% 90
2026
Q1 		$13.9M Sell
56,136
-1,560
-3% -$402K 0.22% 99
2025
Q4 		$14.2M Buy
57,696
+6,567
+13% +$1.61M 0.23% 98
2025
Q3 		$12.4M Buy
51,129
+6,477
+15% +$1.49M 0.21% 102
2025
Q2 		$9.64M Buy
44,652
+18,741
+72% +$3.77M 0.18% 127
2025
Q1 		$5.17M Sell
25,911
-19,870
-43% -$4.31M 0.12% 194
2024
Q4 		$10.1M Buy
45,781
+6,437
+16% +$1.47M 0.24% 95
2024
Q3 		$8.69M Buy
39,344
+13,961
+55% +$2.99M 0.22% 99
2024
Q2 		$5.15M Sell
25,383
-13,144
-34% -$2.66M 0.14% 152
2024
Q1 		$8.11M Buy
38,527
+328
+0.9% +$65.4K 0.24% 89
2023
Q4 		$7.67M Sell
38,199
-7,400
-16% -$1.33M 0.25% 88
2023
Q3 		$8.06M Buy
45,599
+7,013
+18% +$1.32M 0.31% 67
2023
Q2 		$7.23M Buy
38,586
+115
+0.3% +$20.5K 0.28% 85
2023
Q1 		$6.87M Buy
38,471
+11,113
+41% +$2.05M 0.28% 88
2022
Q4 		$4.77M Buy
27,358
+695
+3% +$124K 0.24% 101
2022
Q3 		$4.4M Sell
26,663
-5,258
-16% -$959K 0.23% 105
2022
Q2 		$5.41M Sell
31,921
-737
-2% -$136K 0.28% 77
2022
Q1 		$6.71M Sell
32,658
-11,536
-26% -$2.35M 0.28% 72
2021
Q4 		$9.84M Sell
44,194
-6,460
-13% -$1.46M 0.43% 33
2021
Q3 		$11.1M Sell
50,654
-6,461
-11% -$1.43M 0.55% 20
2021
Q2 		$13.1M Buy
57,115
+28,885
+102% +$6.49M 0.66% 16
2021
Q1 		$6.24M Buy
28,230
+8,724
+45% +$1.9M 0.37% 42
2020
Q4 		$3.83M Buy
19,506
+9,006
+86% +$1.58M 0.26% 81
2020
Q3 		$1.57M Sell
10,500
-11,623
-53% -$1.75M 0.6% 36
2020
Q2 		$3.17M Buy
22,123
+9,755
+79% +$1.28M 0.28% 89
2020
Q1 		$1.42M Buy
12,368
+2,074
+20% +$309K 0.15% 163
2019
Q4 		$1.71M Buy
10,294
+1,818
+21% +$287K 0.13% 193
2019
Q3 		$1.28M Buy
8,476
+3,519
+71% +$537K 0.13% 157
2019
Q2 		$772K Buy
+4,957
New +$764K 0.09% 207
2019
Q1 		– Sell
-8,424
Closed -$1.13M – 383
2018
Q4 		$1.13M Sell
8,424
-10,198
-55% -$1.52M 0.23% 107
2018
Q3 		$3.1M Buy
18,622
+10,745
+136% +$1.81M 0.58% 24
2018
Q2 		$1.29M Sell
7,877
-704
-8% -$113K 0.18% 116
2018
Q1 		$1.3M Buy
8,581
+2,452
+40% +$379K 0.18% 117
2017
Q4 		$938K Sell
6,129
-1,285
-17% -$193K 0.14% 135
2017
Q3 		$1.1M Sell
7,414
-12,975
-64% -$1.83M 0.17% 123
2017
Q2 		$2.87M Buy
20,389
+15,950
+359% +$2.21M 0.46% 39
2017
Q1 		$606K Buy
4,439
+719
+19% +$98.2K 0.11% 161
2016
Q4 		$503K Buy
3,720
+282
+8% +$36K 0.1% 181
2016
Q3 		$428K Buy
3,438
+95
+3% +$11.5K 0.09% 208
2016
Q2 		$384K Buy
3,343
+1,022
+44% +$115K 0.08% 212
2016
Q1 		$257K Sell
2,321
-128
-5% -$13.3K 0.06% 245
2015
Q4 		$276K Buy
2,449
+413
+20% +$47.6K 0.06% 211
2015
Q3 		$222K Sell
2,036
-1,209
-37% -$143K 0.06% 240
2015
Q2 		$405K Sell
3,245
-911
-22% -$114K 0.1% 157
2015
Q1 		$517K Buy
4,156
+847
+26% +$102K 0.12% 140
2014
Q4 		$396K Sell
3,309
-13,589
-80% -$1.55M 0.1% 166
2014
Q3 		$1.85M Sell
16,898
-9,574
-36% -$1.1M 0.5% 38
2014
Q2 		$3.15M Sell
26,472
-22,373
-46% -$2.54M 0.85% 25
2014
Q1 		$5.68M Buy
48,845
+37,663
+337% +$4.34M 1.79% 11
2013
Q4 		$1.29M Sell
11,182
-29,905
-73% -$3.3M 0.43% 46
2013
Q3 		$4.43M Buy
41,087
+20,490
+99% +$2.12M 1.68% 10
2013
Q2 		$2.03M Buy
+20,597
New +$1.97M 0.94% 27

Other funds holding IWM

SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VWM
Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return
OE
OFS Enterprise Kearney, Nebraska $392M AUM
EWM
Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return

Prospera Financial Services's IWM Position: Q2 2026 in Review

Prospera Financial Services reduced its iShares Russell 2000 ETF (IWM) stake by 5.9% in Q2 2026, selling an estimated $933K and leaving 52,817 shares worth $15.9M. The position accounts for 0.23% of the portfolio, ranked #90.

Prospera Financial Services first reported a position in IWM in Q2 2013 and has held it in 52 quarters since. 558 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Prospera Financial Services held 52,817 shares of iShares Russell 2000 ETF worth $15.9M as of Q2 2026.
  • Prospera Financial Services sold 3,319 iShares Russell 2000 ETF shares in Q2 2026, an estimated $933K.
  • iShares Russell 2000 ETF made up 0.23% of Prospera Financial Services's portfolio in Q2 2026, its #90 holding.
  • Prospera Financial Services first reported a position in iShares Russell 2000 ETF in Q2 2013 and has held it in 52 quarters since.
  • 558 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

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