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D.J. St. Germain’s iShares Russell 2000 ETF IWM Stock Holding History

D.J. St. Germain’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 		$1.9M Buy
6,338
+270
+4% +$75.9K 0.07% 143
2026
Q1 		$1.5M Sell
6,068
-14
-0.2% -$3.61K 0.06% 150
2025
Q4 		$1.5M Sell
6,082
-13
-0.2% -$3.2K 0.06% 148
2025
Q3 		$1.47M Sell
6,095
-16
-0.3% -$3.67K 0.06% 145
2025
Q2 		$1.32M Buy
6,111
+31
+0.5% +$6.24K 0.06% 152
2025
Q1 		$1.21M Sell
6,080
-24
-0.4% -$5.21K 0.06% 153
2024
Q4 		$1.35M Buy
6,104
+24
+0.4% +$5.47K 0.06% 158
2024
Q3 		$1.34M Sell
6,080
-150
-2% -$32.1K 0.06% 154
2024
Q2 		$1.26M Sell
6,230
-33
-0.5% -$6.67K 0.06% 147
2024
Q1 		$1.32M Sell
6,263
-742
-11% -$148K 0.06% 144
2023
Q4 		$1.41M Sell
7,005
-53
-0.8% -$9.49K 0.07% 136
2023
Q3 		$1.25M Sell
7,058
-26
-0.4% -$4.88K 0.07% 137
2023
Q2 		$1.33M Buy
+7,084
New +$1.26M 0.07% 137
2022
Q4 		$12.1K Sell
6,532
-13
-0.2% -$2.31K ﹤0.01% 277
2022
Q3 		$1.11M Hold
6,545
– – 0.07% 125
2022
Q2 		$1.11M Sell
6,545
-61
-0.9% -$11.2K 0.07% 125
2022
Q1 		$1.36M Buy
6,606
+6
+0.1% +$1.22K 0.08% 118
2021
Q4 		$1.47M Buy
6,600
+41
+0.6% +$9.26K 0.08% 119
2021
Q3 		$1.44M Buy
6,559
+147
+2% +$32.6K 0.09% 108
2021
Q2 		$1.47M Sell
6,412
-20
-0.3% -$4.5K 0.09% 110
2021
Q1 		$1.42M Sell
6,432
-99
-2% -$21.6K 0.1% 104
2020
Q4 		$1.28M Sell
6,531
-116
-2% -$20.3K 0.09% 106
2020
Q3 		$996K Sell
6,647
-95
-1% -$14.3K 0.08% 108
2020
Q2 		$965K Sell
6,742
-95
-1% -$12.5K 0.08% 108
2020
Q1 		$783K Sell
6,837
-15
-0.2% -$2.24K 0.08% 116
2019
Q4 		$1.14M Buy
6,852
+137
+2% +$21.7K 0.1% 112
2019
Q3 		$1.02M Sell
6,715
-15
-0.2% -$2.29K 0.11% 93
2019
Q2 		$1.05M Sell
6,730
-90
-1% -$13.9K 0.11% 88
2019
Q1 		$1.04M Sell
6,820
-176
-3% -$26.4K 0.11% 88
2018
Q4 		$937K Sell
6,996
-35
-0.5% -$5.22K 0.11% 91
2018
Q3 		$1.19M Sell
7,031
-27
-0.4% -$4.56K 0.13% 80
2018
Q2 		$1.16M Sell
7,058
-430
-6% -$68.8K 0.14% 77
2018
Q1 		$1.14M Sell
7,488
-105
-1% -$16.2K 0.14% 75
2017
Q4 		$1.16M Sell
7,593
-20
-0.3% -$3K 0.14% 78
2017
Q3 		$1.13M Sell
7,613
-35
-0.5% -$4.92K 0.14% 77
2017
Q2 		$1.08M Sell
7,648
-80
-1% -$11.1K 0.14% 76
2017
Q1 		$1.06M Sell
7,728
-195
-2% -$26.6K 0.15% 76
2016
Q4 		$1.07M Buy
7,923
+206
+3% +$26.3K 0.14% 77
2016
Q3 		$959K Sell
7,717
-135
-2% -$16.4K 0.13% 75
2016
Q2 		$903K Sell
7,852
-385
-5% -$43.4K 0.13% 80
2016
Q1 		$911K Sell
8,237
-242
-3% -$25.1K 0.13% 79
2015
Q4 		$955K Buy
8,479
+35
+0.4% +$4.04K 0.14% 74
2015
Q3 		$922K Sell
8,444
-157
-2% -$18.6K 0.15% 68
2015
Q2 		$1.07M Buy
8,601
+234
+3% +$29.2K 0.16% 63
2015
Q1 		$1.04M Sell
8,367
-15
-0.2% -$1.81K 0.15% 63
2014
Q4 		$1M Sell
8,382
-10
-0.1% -$1.14K 0.15% 66
2014
Q3 		$918K Sell
8,392
-515
-6% -$58.9K 0.14% 68
2014
Q2 		$1.06M Sell
8,907
-260
-3% -$29.5K 0.16% 64
2014
Q1 		$1.07M Sell
9,167
-200
-2% -$23.1K 0.16% 64
2013
Q4 		$1.08M Sell
9,367
-195
-2% -$21.5K 0.16% 64
2013
Q3 		$1.02M Sell
9,562
-142
-1% -$14.7K 0.16% 63
2013
Q2 		$941K Buy
+9,704
New +$927K 0.16% 60

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
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
AI
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
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 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

D.J. St. Germain's IWM Position: Q2 2026 in Review

D.J. St. Germain increased its iShares Russell 2000 ETF (IWM) stake by 4.4% in Q2 2026, buying an estimated $75.9K and bringing the position to 6,338 shares worth $1.9M. The position accounts for 0.07% of the portfolio, ranked #143.

D.J. St. Germain first reported a position in IWM in Q2 2013 and has held it in 52 quarters since. 1,035 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • D.J. St. Germain held 6,338 shares of iShares Russell 2000 ETF worth $1.9M as of Q2 2026.
  • D.J. St. Germain bought 270 iShares Russell 2000 ETF shares in Q2 2026, an estimated $75.9K.
  • iShares Russell 2000 ETF made up 0.07% of D.J. St. Germain's portfolio in Q2 2026, its #143 holding.
  • D.J. St. Germain first reported a position in iShares Russell 2000 ETF in Q2 2013 and has held it in 52 quarters since.
  • 1,035 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on D.J. St. Germain's 13F filing for Q2 2026, filed 21 Jul 2026.