Sprinkle Financial Consultants’s iShares Russell 2000 ETF IWM Stock Holding History

Sprinkle Financial Consultants’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	$1.13M	Buy	3,771 +190	+5%	+$53.4K	0.44%	45
2026 Q1	$888K	Buy	3,581 +6	+0.2%	+$1.55K	0.41%	48
2025 Q4	$880K	Buy	3,575 +12	+0.3%	+$2.95K	0.45%	45
2025 Q3	$862K	Sell	3,563 -478	-12%	-$110K	0.48%	40
2025 Q2	$872K	Buy	4,041 +2,190	+118%	+$441K	0.53%	39
2025 Q1	$369K	Buy	1,851 +129	+7%	+$28K	0.23%	57
2024 Q4	$380K	Buy	1,722 +4	+0.2%	+$912	0.26%	53
2024 Q3	$379K	Buy	1,718 +4	+0.2%	+$856	0.27%	52
2024 Q2	$348K	Buy	1,714 +491	+40%	+$99.2K	0.27%	53
2024 Q1	$257K	Buy	1,223 +2	+0.2%	+$399	0.22%	54
2023 Q4	$245K	Buy	+1,221	New	+$219K	0.25%	55

Other funds holding IWM

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

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

OFS Enterprise Kearney, Nebraska $392M AUM

EWM

Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

HCM

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Sprinkle Financial Consultants's IWM Position: Q2 2026 in Review

Sprinkle Financial Consultants increased its iShares Russell 2000 ETF (IWM) stake by 5.3% in Q2 2026, buying an estimated $53.4K and bringing the position to 3,771 shares worth $1.13M. The position accounts for 0.44% of the portfolio, ranked #45.

Sprinkle Financial Consultants first reported a position in IWM in Q4 2023 and has held it in 11 quarters since. 526 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Sprinkle Financial Consultants held 3,771 shares of iShares Russell 2000 ETF worth $1.13M as of Q2 2026.
Sprinkle Financial Consultants bought 190 iShares Russell 2000 ETF shares in Q2 2026, an estimated $53.4K.
iShares Russell 2000 ETF made up 0.44% of Sprinkle Financial Consultants's portfolio in Q2 2026, its #45 holding.
Sprinkle Financial Consultants first reported a position in iShares Russell 2000 ETF in Q4 2023 and has held it in 11 quarters since.
526 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Sprinkle Financial Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.