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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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. 2,732 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.
2,732 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.