Thurston Springer Miller Herd & Titak’s iShares Russell 2000 ETF IWM Stock Holding History

Thurston Springer Miller Herd & Titak’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	$125K	Buy	416 +40	+11%	+$11.2K	0.05%	316
2026 Q1	$93.6K	Sell	376 -336	-47%	-$86.7K	0.04%	401
2025 Q4	$176K	Buy	712 +672	+1,680%	+$165K	0.06%	268
2025 Q3	$9.68K	Sell	40 -4,011	-99%	-$920K	0.02%	356
2025 Q2	$875K	Buy	4,051 +569	+16%	+$115K	0.11%	189
2025 Q1	$695K	Buy	3,482 +220	+7%	+$47.7K	0.12%	165
2024 Q4	$721K	Sell	3,262 -433	-12%	-$98.7K	0.15%	150
2024 Q3	$817K	Buy	3,695 +1,955	+112%	+$418K	0.23%	116
2024 Q2	$354K	Buy	+1,740	New	+$352K	0.11%	175

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

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

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

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

Thurston Springer Miller Herd & Titak's IWM Position: Q2 2026 in Review

Thurston Springer Miller Herd & Titak increased its iShares Russell 2000 ETF (IWM) stake by 11% in Q2 2026, buying an estimated $11.2K and bringing the position to 416 shares worth $125K. The position accounts for 0.05% of the portfolio, ranked #316.

Thurston Springer Miller Herd & Titak first reported a position in IWM in Q2 2024 and has held it in 9 quarters since. The position peaked at $875K in Q2 2025. 949 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Thurston Springer Miller Herd & Titak held 416 shares of iShares Russell 2000 ETF worth $125K as of Q2 2026.
Thurston Springer Miller Herd & Titak bought 40 iShares Russell 2000 ETF shares in Q2 2026, an estimated $11.2K.
iShares Russell 2000 ETF made up 0.05% of Thurston Springer Miller Herd & Titak's portfolio in Q2 2026, its #316 holding.
Thurston Springer Miller Herd & Titak first reported a position in iShares Russell 2000 ETF in Q2 2024 and has held it in 9 quarters since.
Thurston Springer Miller Herd & Titak's iShares Russell 2000 ETF position peaked at $875K in Q2 2025.
949 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Thurston Springer Miller Herd & Titak's 13F filing for Q2 2026, filed 8 Jul 2026.