SEC 13F Intelligence

Ferguson Wellman Capital Management, Inc / IWM

Ferguson Wellman Capital Management, Inc’s Ishares Tr Position

Does Ferguson Wellman Capital Management, Inc own Ishares Tr (IWM)? Yes — 270.0K shares worth $67M (+0.92% of its 13F portfolio) as of Q1 2026, down from 837.1K shares the prior filed quarter.

Position Value
$67M
Q1 2026
Shares
270.0K
% of Portfolio
+0.92%
Quarters Held
10
currently held

Position History IWM

Reported value by quarter
Q4 ’18: $26MQ4 ’18Q1 ’19: $28MQ2 ’19: $29MQ2 ’19Q3 ’19: $29MQ4 ’19: $34MQ4 ’19Q1 ’20: $40MQ2 ’20: $116MQ2 ’20Q3 ’20: $124MQ4 ’20: $164MQ4 ’20Q1 ’26: $67Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026270.0K$67M+0.92%
Q4 2020837.1K$164M+4.01%
Q3 2020827.9K$124M+3.42%
Q2 2020807.5K$116M+3.53%
Q1 2020345.6K$40M+1.48%
Q4 2019204.2K$34M+1.00%
Q3 2019194.3K$29M+0.94%
Q2 2019184.0K$29M+0.95%
Q1 2019185.6K$28M+0.97%
Q4 2018191.4K$26M+0.98%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Ferguson Wellman Capital Management, Inc’s full portfolio or all institutional holders of IWM.