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DHJJ Financial Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

DHJJ 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
Q1 		$7.65M Sell
30,847
-529
-2% -$136K 2.54% 6
2025
Q4 		$7.72M Sell
31,376
-2,716
-8% -$668K 2.57% 6
2025
Q3 		$8.25M Buy
34,092
+1,082
+3% +$248K 2.8% 5
2025
Q2 		$7.12M Sell
33,010
-271
-0.8% -$54.5K 2.57% 6
2025
Q1 		$6.64M Sell
33,281
-523
-2% -$113K 2.67% 6
2024
Q4 		$7.47M Sell
33,804
-86
-0.3% -$19.6K 2.91% 5
2024
Q3 		$7.49M Sell
33,890
-577
-2% -$123K 2.96% 5
2024
Q2 		$6.99M Buy
34,467
+75
+0.2% +$15.2K 2.95% 5
2024
Q1 		$7.23M Sell
34,392
-333
-1% -$66.4K 3.2% 5
2023
Q4 		$6.97M Buy
34,725
+51
+0.1% +$9.14K 3.26% 5
2023
Q3 		$6.13M Buy
34,674
+198
+0.6% +$37.2K 3.11% 5
2023
Q2 		$6.46M Buy
34,476
+144
+0.4% +$25.7K 3.36% 5
2023
Q1 		$6.12M Sell
34,332
-348
-1% -$64.1K 3.32% 6
2022
Q4 		$6.05M Sell
34,680
-35
-0.1% -$6.22K 3.47% 5
2022
Q3 		$5.72M Sell
34,715
-146
-0.4% -$26.6K 3.34% 6
2022
Q2 		$5.9M Sell
34,861
-506
-1% -$93.3K 3.3% 6
2022
Q1 		$7.34M Buy
35,367
+730
+2% +$149K 3.52% 4
2021
Q4 		$7.71M Buy
34,637
+3,140
+10% +$710K 3.62% 4
2021
Q3 		$6.89M Sell
31,497
-8
-0% -$1.77K 3.56% 4
2021
Q2 		$7.23M Sell
31,505
-338
-1% -$76K 3.81% 4
2021
Q1 		$7.04M Sell
31,843
-923
-3% -$202K 4.08% 4
2020
Q4 		$6.42M Buy
+32,766
New +$5.73M 4.04% 4

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

DHJJ Financial Advisors's IWM Position: Q1 2026 in Review

DHJJ Financial Advisors reduced its iShares Russell 2000 ETF (IWM) stake by 1.7% in Q1 2026, selling an estimated $136K and leaving 30,847 shares worth $7.65M. The position accounts for 2.54% of the portfolio, ranked #6.

DHJJ Financial Advisors first reported a position in IWM in Q4 2020 and has held it in 22 quarters since. The position peaked at $8.25M in Q3 2025. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • DHJJ Financial Advisors held 30,847 shares of iShares Russell 2000 ETF worth $7.65M as of Q1 2026.
  • DHJJ Financial Advisors sold 529 iShares Russell 2000 ETF shares in Q1 2026, an estimated $136K.
  • iShares Russell 2000 ETF made up 2.54% of DHJJ Financial Advisors's portfolio in Q1 2026, its #6 holding.
  • DHJJ Financial Advisors first reported a position in iShares Russell 2000 ETF in Q4 2020 and has held it in 22 quarters since.
  • DHJJ Financial Advisors's iShares Russell 2000 ETF position peaked at $8.25M in Q3 2025.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on DHJJ Financial Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.