Caitlin John’s iShares Russell 2000 ETF IWM Stock Holding History

Caitlin John’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	$49.6K	Hold	165	–	–	0.03%	361
2026 Q1	$40.9K	Hold	165	–	–	0.02%	332
2025 Q4	$40.6K	Hold	165	–	–	0.03%	342
2025 Q3	$39.9K	Buy	+165	New	+$37.9K	0.03%	298
2025 Q1	–	Sell	-5,066	Closed	-$1.12M	–	463
2024 Q4	$1.12M	Buy	5,066 +1,605	+46%	+$366K	0.74%	49
2024 Q3	$814K	Buy	3,461 +3,322	+2,390%	+$711K	0.51%	55
2024 Q2	$28.2K	Hold	139	–	–	0.02%	319
2024 Q1	$29.2K	Sell	139 -184	-57%	-$36.7K	0.02%	303
2023 Q4	$64.8K	Buy	+323	New	+$57.9K	0.05%	176

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

Caitlin John's IWM Position: Q2 2026 in Review

Caitlin John held its iShares Russell 2000 ETF (IWM) position steady in Q2 2026 at 165 shares worth $49.6K. The position accounts for 0.03% of the portfolio, ranked #361.

Caitlin John first reported a position in IWM in Q4 2023 and has held it in 9 quarters since. The position peaked at $1.12M in Q4 2024. 2,730 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Caitlin John held 165 shares of iShares Russell 2000 ETF worth $49.6K as of Q2 2026.
Caitlin John left its iShares Russell 2000 ETF share count unchanged in Q2 2026.
iShares Russell 2000 ETF made up 0.03% of Caitlin John's portfolio in Q2 2026, its #361 holding.
Caitlin John first reported a position in iShares Russell 2000 ETF in Q4 2023 and has held it in 9 quarters since.
Caitlin John's iShares Russell 2000 ETF position peaked at $1.12M in Q4 2024.
2,730 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Caitlin John's 13F filing for Q2 2026, filed 17 Aug 2026.