Welch Group’s iShares Russell 2000 ETF IWM Stock Holding History

Welch Group’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	$924K	Sell	3,077 -84	-3%	-$23.6K	0.03%	132
2026 Q1	$784K	Buy	3,161 +26	+0.8%	+$6.71K	0.03%	136
2025 Q4	$772K	Buy	3,135 +925	+42%	+$227K	0.03%	140
2025 Q3	$535K	Buy	2,210 +196	+10%	+$45K	0.02%	160
2025 Q2	$435K	Buy	2,014 +551	+38%	+$111K	0.02%	167
2025 Q1	$293K	Buy	+1,463	New	+$317K	0.01%	205
2022 Q1	–	Sell	-1,059	Closed	-$236K	–	218
2021 Q4	$236K	Buy	+1,059	New	+$239K	0.01%	193
2021 Q2	–	Sell	-929	Closed	-$205K	–	196
2021 Q1	$205K	Buy	+929	New	+$203K	0.01%	181
2016 Q2	–	Sell	-18,956	Closed	-$2.1M	–	129
2016 Q1	$2.1M	Buy	+18,956	New	+$1.96M	0.35%	38
2015 Q3	–	Sell	-19,625	Closed	-$2.45M	–	150
2015 Q2	$2.45M	Buy	19,625 +24	+0.1%	+$3K	0.46%	35
2015 Q1	$2.44K	Sell	19,601 -141	-0.7%	-$17K	0.45%	36
2014 Q4	$2.36M	Buy	+19,742	New	+$2.26M	0.46%	36

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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

Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

AIA

Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

Welch Group's IWM Position: Q2 2026 in Review

Welch Group reduced its iShares Russell 2000 ETF (IWM) stake by 2.7% in Q2 2026, selling an estimated $23.6K and leaving 3,077 shares worth $924K. The position accounts for 0.03% of the portfolio, ranked #132.

Welch Group first reported a position in IWM in Q4 2014 and has held it in 12 quarters since. The position peaked at $2.45M in Q2 2015. 1,116 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Welch Group held 3,077 shares of iShares Russell 2000 ETF worth $924K as of Q2 2026.
Welch Group sold 84 iShares Russell 2000 ETF shares in Q2 2026, an estimated $23.6K.
iShares Russell 2000 ETF made up 0.03% of Welch Group's portfolio in Q2 2026, its #132 holding.
Welch Group first reported a position in iShares Russell 2000 ETF in Q4 2014 and has held it in 12 quarters since.
Welch Group's iShares Russell 2000 ETF position peaked at $2.45M in Q2 2015.
1,116 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Welch Group's 13F filing for Q2 2026, filed 23 Jul 2026.