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McElhenny Sheffield Capital Management, LLC: IWM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of McElhenny Sheffield Capital Management, LLC on IWM, newest first. How the timeline and the estimate are built.

McElhenny Sheffield Capital Management, LLC held 874 IWM shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 874 shares
    Change vs previous 13F -1,403 shares

    0.07% of the 13F portfolio, value $262,593.

    13F-HR 0001754960-26-000610 filed by McElhenny Sheffield Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 2,277 shares
    Change vs previous 13F -74,646 shares

    0.14% of the 13F portfolio, value $564,696.

    13F-HR 0001754960-26-000308 filed by McElhenny Sheffield Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 76,923 shares
    Change vs previous 13F +75,375 shares

    4.61% of the 13F portfolio, value $18,935,488.

    13F-HR 0001754960-26-000105 filed by McElhenny Sheffield Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 1,548 shares
    Change vs previous 13F +538 shares

    0.09% of the 13F portfolio, value $374,554.

    13F-HR 0001754960-25-000701 filed by McElhenny Sheffield Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F/A 1,010 shares
    Change vs previous 13F -1,244 shares

    0.06% of the 13F portfolio, value $217,948.

    13F-HR/A 0001754960-25-000475 filed by McElhenny Sheffield Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 2,254 shares
    Change vs previous 13F +356 shares

    0.17% of the 13F portfolio, value $449,650.

    13F-HR 0001754960-25-000202 filed by McElhenny Sheffield Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 1,898 shares
    Change vs previous 13F -483 shares

    0.14% of the 13F portfolio, value $419,382.

    13F-HR 0001754960-25-000035 filed by McElhenny Sheffield Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 2,381 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $525,939.

    13F-HR 0001754960-24-000516 filed by McElhenny Sheffield Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).