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
2025 Q2	–	Sell	-97,000	Closed	-$19.4M	–	548
2025 Q1	$19.4M	Buy	97,000 +62,000	+177%	+$13.4M	0.48%	59
2024 Q4	$7.73M	Buy	+35,000	New	+$7.98M	0.2%	153
2024 Q2	–	Sell	-22,600	Closed	-$4.75M	–	524
2024 Q1	$4.75M	Buy	+22,600	New	+$4.51M	0.15%	151
2023 Q4	–	Sell	-48,000	Closed	-$8.48M	–	408
2023 Q3	$8.48M	Buy	+48,000	New	+$9.01M	0.3%	98
2023 Q2	–	Sell	-35,100	Closed	-$6.26M	–	438
2023 Q1	$6.26M	Buy	+35,100	New	+$6.46M	0.25%	114
2022 Q3	–	Sell	-17,500	Closed	-$2.96M	–	433
2022 Q2	$2.96M	Buy	+17,500	New	+$3.23M	0.14%	167
2020 Q3	–	Sell	-40,000	Closed	-$5.73M	–	351
2020 Q2	$5.73M	Buy	+40,000	New	+$5.25M	0.35%	90
2019 Q1	–	Sell	-82,500	Closed	-$11M	–	294
2018 Q4	$11M	Buy	+82,500	New	+$12.3M	0.85%	30
2017 Q2	–	Sell	-7,500	Closed	-$1.03M	–	365
2017 Q1	$1.03M	Sell	7,500 -25,000	-77%	-$3.42M	0.05%	249
2016 Q4	$4.38M	Buy	+32,500	New	+$4.15M	0.29%	107
2016 Q1	–	Sell	-9,000	Closed	-$1.01M	–	331
2015 Q4	$1.01M	Buy	+9,000	New	+$1.04M	0.1%	174
2014 Q4	–	Sell	-20,000	Closed	-$2.19M	–	238
2014 Q3	$2.19M	Buy	+20,000	New	+$2.29M	0.13%	175
2013 Q4	–	Sell	-45,900	Closed	-$4.89M	–	265
2013 Q3	$4.89M	Buy	+45,900	New	+$4.75M	0.46%	64

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.