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Spire Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History

Spire Wealth Management’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 		$6.14M Sell
20,445
-368
-2% -$103K 0.19% 114
2026
Q1 		$5.16M Buy
20,813
+929
+5% +$240K 0.18% 122
2025
Q4 		$4.89M Sell
19,884
-269
-1% -$66.1K 0.16% 126
2025
Q3 		$4.88M Buy
20,153
+166
+0.8% +$38.1K 0.17% 123
2025
Q2 		$4.31M Sell
19,987
-11,032
-36% -$2.22M 0.15% 123
2025
Q1 		$6.19M Buy
31,019
+3,429
+12% +$744K 0.2% 104
2024
Q4 		$6.1M Buy
27,590
+283
+1% +$64.5K 0.19% 109
2024
Q3 		$6.03M Buy
27,307
+4,362
+19% +$933K 0.2% 103
2024
Q2 		$4.66M Buy
22,945
+15
+0.1% +$3.03K 0.16% 129
2024
Q1 		$4.82M Buy
22,930
+3,454
+18% +$689K 0.09% 165
2023
Q4 		$3.75M Buy
19,476
+323
+2% +$57.9K 0.12% 176
2023
Q3 		$3.39M Buy
19,153
+2,800
+17% +$526K 0.13% 176
2023
Q2 		$3.06M Sell
16,353
-683
-4% -$122K 0.11% 177
2023
Q1 		$3.04M Buy
17,036
+1,722
+11% +$317K 0.12% 161
2022
Q4 		$2.67M Buy
15,314
+3,936
+35% +$700K 0.15% 133
2022
Q3 		$1.88M Sell
11,378
-9,781
-46% -$1.78M 0.11% 138
2022
Q2 		$3.58M Sell
21,159
-3,492
-14% -$644K 0.15% 143
2022
Q1 		$5.06M Buy
24,651
+41
+0.2% +$8.36K 0.14% 153
2021
Q4 		$5.47M Buy
24,610
+1,123
+5% +$254K 0.12% 164
2021
Q3 		$5.23M Buy
23,487
+1,517
+7% +$336K 0.14% 160
2021
Q2 		$5.04M Buy
21,970
+1,162
+6% +$261K 0.14% 164
2021
Q1 		$4M Buy
+20,808
New +$4.54M 0.11% 181

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
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 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
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
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

Spire Wealth Management's IWM Position: Q2 2026 in Review

Spire Wealth Management reduced its iShares Russell 2000 ETF (IWM) stake by 1.8% in Q2 2026, selling an estimated $103K and leaving 20,445 shares worth $6.14M. The position accounts for 0.19% of the portfolio, ranked #114.

Spire Wealth Management first reported a position in IWM in Q1 2021 and has held it in 22 quarters since. The position peaked at $6.19M in Q1 2025. 943 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Spire Wealth Management held 20,445 shares of iShares Russell 2000 ETF worth $6.14M as of Q2 2026.
  • Spire Wealth Management sold 368 iShares Russell 2000 ETF shares in Q2 2026, an estimated $103K.
  • iShares Russell 2000 ETF made up 0.19% of Spire Wealth Management's portfolio in Q2 2026, its #114 holding.
  • Spire Wealth Management first reported a position in iShares Russell 2000 ETF in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's iShares Russell 2000 ETF position peaked at $6.19M in Q1 2025.
  • 943 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.