J. Goldman & Co’s iShares Russell 2000 ETF IWM Stock Holding History

J. Goldman & Co’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	$708K	Buy	+2,853	New	+$736K	0.02%	464
2025 Q4	–	Sell	-1,002	Closed	-$246K	–	641
2025 Q3	$242K	Sell	1,002 -8,160	-89%	-$1.87M	0.01%	413
2025 Q2	$1.98M	Sell	9,162 -33,251	-78%	-$6.69M	0.05%	278
2025 Q1	$8.46M	Buy	42,413 +2,413	+6%	+$523K	0.21%	145
2024 Q4	$8.84M	Sell	40,000 -2,102	-5%	-$479K	0.23%	131
2024 Q3	$9.3M	Sell	42,102 -217,645	-84%	-$46.6M	0.26%	113
2024 Q2	$52.7M	Buy	259,747 +140,979	+119%	+$28.5M	1.49%	7
2024 Q1	$25M	Buy	118,768 +10,262	+9%	+$2.05M	0.8%	32
2023 Q4	$21.8M	Buy	108,506 +83,449	+333%	+$15M	0.88%	32
2023 Q3	$4.43M	Sell	25,057 -255,160	-91%	-$47.9M	0.16%	145
2023 Q2	$52.5M	Buy	280,217 +248,255	+777%	+$44.3M	1.91%	6
2023 Q1	$5.7M	Sell	31,962 -24,605	-43%	-$4.53M	0.23%	133
2022 Q4	$9.86M	Sell	56,567 -28,176	-33%	-$5.01M	0.48%	66
2022 Q3	$14M	Buy	84,743 +73,524	+655%	+$13.4M	0.67%	41
2022 Q2	$1.9M	Buy	11,219 +9,279	+478%	+$1.71M	0.09%	206
2022 Q1	$398K	Buy	+1,940	New	+$396K	0.02%	294
2021 Q1	–	Sell	-5,430	Closed	-$1.19M	–	482
2020 Q4	$1.06M	Buy	5,430 +923	+20%	+$162K	0.05%	232
2020 Q3	$675K	Sell	4,507 -31,306	-87%	-$4.71M	0.05%	237
2020 Q2	$5.13M	Sell	35,813 -11,504	-24%	-$1.51M	0.32%	95
2020 Q1	$5.42M	Buy	47,317 +15,252	+48%	+$2.27M	0.65%	38
2019 Q4	$5.31M	Buy	32,065 +17,676	+123%	+$2.79M	0.38%	74
2019 Q3	$2.18M	Buy	14,389 +789	+6%	+$120K	0.16%	150
2019 Q2	$2.12M	Sell	13,600 -22,400	-62%	-$3.45M	0.15%	147
2019 Q1	$5.51M	Buy	+36,000	New	+$5.41M	0.31%	98
2018 Q4	–	Sell	-60,000	Closed	-$8.95M	–	273
2018 Q3	$10.1M	Buy	60,000 +14,000	+30%	+$2.36M	0.71%	40
2018 Q2	$7.53M	Sell	46,000 -42,750	-48%	-$6.84M	0.39%	76
2018 Q1	$13.5M	Buy	88,750 +52,250	+143%	+$8.07M	0.57%	38
2017 Q4	$5.57M	Buy	36,500 +28,000	+329%	+$4.21M	0.29%	94
2017 Q3	$1.26M	Buy	8,500 +6,500	+325%	+$915K	0.06%	227
2017 Q2	$282K	Sell	2,000 -20,500	-91%	-$2.84M	0.02%	263
2017 Q1	$3.09M	Sell	22,500 -48,850	-68%	-$6.67M	0.15%	175
2016 Q4	$9.62M	Buy	71,350 +61,357	+614%	+$7.84M	0.64%	42
2016 Q3	$1.24M	Buy	9,993 +4,993	+100%	+$607K	0.07%	225
2016 Q2	$575K	Buy	+5,000	New	+$564K	0.03%	280
2016 Q1	–	Sell	-52,600	Closed	-$5.44M	–	332
2015 Q4	$5.92M	Buy	+52,600	New	+$6.07M	0.61%	56
2015 Q1	–	Sell	-3,100	Closed	-$374K	–	288
2014 Q4	$371K	Sell	3,100 -14,900	-83%	-$1.7M	0.04%	167
2014 Q3	$1.97M	Buy	+18,000	New	+$2.06M	0.12%	183
2014 Q1	–	Sell	-1,000	Closed	-$115K	–	265
2013 Q4	$115K	Sell	1,000 -61,500	-98%	-$6.79M	0.01%	203
2013 Q3	$6.66M	Buy	62,500 +31,500	+102%	+$3.26M	0.62%	42
2013 Q2	$3.01M	Buy	+31,000	New	+$2.96M	0.31%	110

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

J. Goldman & Co's IWM Position: Q1 2026 in Review

J. Goldman & Co opened a new position in iShares Russell 2000 ETF (IWM) in Q1 2026: 2,853 shares worth $708K. The stake represents 0.02% of the portfolio and ranks #464 among its holdings. This is a return to the name: J. Goldman & Co previously reported a position in IWM as recently as Q3 2025.

J. Goldman & Co first reported a position in IWM in Q2 2013 and has held it in 40 quarters since. The position peaked at $52.7M in Q2 2024. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

J. Goldman & Co held 2,853 shares of iShares Russell 2000 ETF worth $708K as of Q1 2026.
iShares Russell 2000 ETF was a new J. Goldman & Co position in Q1 2026.
iShares Russell 2000 ETF made up 0.02% of J. Goldman & Co's portfolio in Q1 2026, its #464 holding.
J. Goldman & Co first reported a position in iShares Russell 2000 ETF in Q2 2013 and has held it in 40 quarters since.
J. Goldman & Co's iShares Russell 2000 ETF position peaked at $52.7M in Q2 2024.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on J. Goldman & Co's 13F filing for Q1 2026, filed 15 May 2026.