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 Q2	$245K	Buy	815 +411	+102%	+$115K	0.08%	179
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 $1.55T 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

Glass Jacobson Investment Advisors's IWM Position: Q2 2026 in Review

Glass Jacobson Investment Advisors increased its iShares Russell 2000 ETF (IWM) stake by 102% in Q2 2026, buying an estimated $115K and bringing the position to 815 shares worth $245K. The position accounts for 0.08% of the portfolio, ranked #179.

Glass Jacobson Investment Advisors first reported a position in IWM in Q4 2022 and has held it in 14 quarters since. 2,740 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Glass Jacobson Investment Advisors held 815 shares of iShares Russell 2000 ETF worth $245K as of Q2 2026.
Glass Jacobson Investment Advisors bought 411 iShares Russell 2000 ETF shares in Q2 2026, an estimated $115K.
iShares Russell 2000 ETF made up 0.08% of Glass Jacobson Investment Advisors's portfolio in Q2 2026, its #179 holding.
Glass Jacobson Investment Advisors first reported a position in iShares Russell 2000 ETF in Q4 2022 and has held it in 14 quarters since.
2,740 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.