Wellspring Financial Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Wellspring Financial Advisors’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	$1.34M	Sell	4,448 -30	-0.7%	-$8.43K	0.09%	82
2026 Q1	$1.11M	Sell	4,478 -117	-3%	-$30.2K	0.08%	89
2025 Q4	$1.13M	Buy	4,595 +147	+3%	+$36.1K	0.09%	77
2025 Q3	$1.08M	Sell	4,448 -33	-0.7%	-$7.57K	0.1%	63
2025 Q2	$967K	Buy	+4,481	New	+$902K	0.1%	65
2021 Q2	–	Sell	-2,070	Closed	-$237K	–	106
2021 Q1	$237K	Buy	+2,070	New	+$452K	0.11%	74
2020 Q2	–	Sell	-2,070	Closed	-$237K	–	92
2020 Q1	$237K	Buy	+2,070	New	+$309K	0.11%	74

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

Wellspring Financial Advisors's IWM Position: Q2 2026 in Review

Wellspring Financial Advisors reduced its iShares Russell 2000 ETF (IWM) stake by 0.67% in Q2 2026, selling an estimated $8.43K and leaving 4,448 shares worth $1.34M. The position accounts for 0.09% of the portfolio, ranked #82.

Wellspring Financial Advisors first reported a position in IWM in Q1 2020 and has held it in 7 quarters since. 938 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Wellspring Financial Advisors held 4,448 shares of iShares Russell 2000 ETF worth $1.34M as of Q2 2026.
Wellspring Financial Advisors sold 30 iShares Russell 2000 ETF shares in Q2 2026, an estimated $8.43K.
iShares Russell 2000 ETF made up 0.09% of Wellspring Financial Advisors's portfolio in Q2 2026, its #82 holding.
Wellspring Financial Advisors first reported a position in iShares Russell 2000 ETF in Q1 2020 and has held it in 7 quarters since.
938 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Wellspring Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.