Glass Jacobson Investment Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Glass Jacobson Investment 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	$100K	Hold	404	–	–	0.03%	247
2025 Q4	$99.4K	Hold	404	–	–	0.04%	239
2025 Q3	$97.8K	Hold	404	–	–	0.04%	233
2025 Q2	$87.2K	Sell	404 -455	-53%	-$91.6K	0.03%	236
2025 Q1	$190K	Hold	859	–	–	0.06%	234
2024 Q4	$190K	Hold	859	–	–	0.06%	234
2024 Q3	$190K	Hold	859	–	–	0.06%	225
2024 Q2	$174K	Hold	859	–	–	0.06%	224
2024 Q1	$181K	Hold	859	–	–	0.07%	218
2023 Q4	$172K	Buy	859 +310	+56%	+$55.5K	0.07%	221
2023 Q3	$97K	Sell	549 -130	-19%	-$24.4K	0.04%	260
2023 Q2	$127K	Buy	+679	New	+$121K	0.06%	234
2022 Q4	$106K	Buy	+610	New	+$108K	0.05%	263

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Glass Jacobson Investment Advisors's IWM Position: Q1 2026 in Review

Glass Jacobson Investment Advisors held its iShares Russell 2000 ETF (IWM) position steady in Q1 2026 at 404 shares worth $100K. The position accounts for 0.03% of the portfolio, ranked #247.

Glass Jacobson Investment Advisors first reported a position in IWM in Q4 2022 and has held it in 13 quarters since. The position peaked at $190K in Q1 2025. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Glass Jacobson Investment Advisors held 404 shares of iShares Russell 2000 ETF worth $100K as of Q1 2026.
Glass Jacobson Investment Advisors left its iShares Russell 2000 ETF share count unchanged in Q1 2026.
iShares Russell 2000 ETF made up 0.03% of Glass Jacobson Investment Advisors's portfolio in Q1 2026, its #247 holding.
Glass Jacobson Investment Advisors first reported a position in iShares Russell 2000 ETF in Q4 2022 and has held it in 13 quarters since.
Glass Jacobson Investment Advisors's iShares Russell 2000 ETF position peaked at $190K in Q1 2025.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Glass Jacobson Investment Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.