J. Goldman & Co’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $183M | Buy |
737,100
+580,500
| +371% | +$150M | 5.31% | 1 |
|
|
2025
Q4 | $38.5M | Sell |
156,600
-474,700
| -75% | -$117M | 1.01% | 14 |
|
|
2025
Q3 | $153M | Buy |
631,300
+255,300
| +68% | +$58.6M | 3.84% | 1 |
|
|
2025
Q2 | $81.1M | Sell |
376,000
-75,700
| -17% | -$15.2M | 1.94% | 5 |
|
|
2025
Q1 | $90.1M | Buy |
451,700
+165,100
| +58% | +$35.8M | 2.23% | 4 |
|
|
2024
Q4 | $63.3M | Sell |
286,600
-267,500
| -48% | -$61M | 1.65% | 6 |
|
|
2024
Q3 | $122M | Buy |
554,100
+331,300
| +149% | +$70.9M | 3.43% | 2 |
|
|
2024
Q2 | $45.2M | Buy |
222,800
+155,300
| +230% | +$31.4M | 1.28% | 11 |
|
|
2024
Q1 | $14.2M | Buy |
67,500
+3,500
| +5% | +$698K | 0.46% | 72 |
|
|
2023
Q4 | $12.8M | Sell |
64,000
-83,000
| -56% | -$14.9M | 0.52% | 64 |
|
|
2023
Q3 | $26M | Buy |
147,000
+39,000
| +36% | +$7.32M | 0.91% | 31 |
|
|
2023
Q2 | $20.2M | Buy |
108,000
+48,000
| +80% | +$8.56M | 0.73% | 33 |
|
|
2023
Q1 | $10.7M | Sell |
60,000
-150,000
| -71% | -$27.6M | 0.43% | 74 |
|
|
2022
Q4 | $36.6M | Buy |
210,000
+49,200
| +31% | +$8.75M | 1.8% | 5 |
|
|
2022
Q3 | $26.5M | Buy |
160,800
+120,300
| +297% | +$21.9M | 1.27% | 16 |
|
|
2022
Q2 | $6.86M | Sell |
40,500
-34,500
| -46% | -$6.36M | 0.33% | 79 |
|
|
2022
Q1 | $15.4M | Hold |
75,000
| – | – | 0.7% | 37 |
|
|
2021
Q4 | $16.7M | Sell |
75,000
-86,600
| -54% | -$19.6M | 0.92% | 22 |
|
|
2021
Q3 | $35.4M | Buy |
161,600
+96,900
| +150% | +$21.5M | 1.77% | 7 |
|
|
2021
Q2 | $14.8M | Sell |
64,700
-331,500
| -84% | -$74.5M | 0.58% | 40 |
|
|
2021
Q1 | $87.5M | Buy |
396,200
+82,400
| +26% | +$18M | 2.82% | 3 |
|
|
2020
Q4 | $61.5M | Buy |
313,800
+140,700
| +81% | +$24.6M | 3.13% | 3 |
|
|
2020
Q3 | $25.9M | Sell |
173,100
-74,300
| -30% | -$11.2M | 1.76% | 9 |
|
|
2020
Q2 | $35.4M | Buy |
247,400
+197,400
| +395% | +$25.9M | 2.19% | 4 |
|
|
2020
Q1 | $5.72M | Hold |
50,000
| – | – | 0.69% | 33 |
|
|
2019
Q4 | $8.28M | Buy |
50,000
+10,000
| +25% | +$1.58M | 0.59% | 51 |
|
|
2019
Q3 | $6.05M | Sell |
40,000
-20,000
| -33% | -$3.05M | 0.45% | 73 |
|
|
2019
Q2 | $9.33M | Sell |
60,000
-109,000
| -64% | -$16.8M | 0.65% | 54 |
|
|
2019
Q1 | $25.9M | Hold |
169,000
| – | – | 1.46% | 12 |
|
|
2018
Q4 | $22.6M | Buy |
169,000
+6,500
| +4% | +$970K | 1.74% | 11 |
|
|
2018
Q3 | $27.4M | Sell |
162,500
-65,000
| -29% | -$11M | 1.91% | 6 |
|
|
2018
Q2 | $37.3M | Sell |
227,500
-157,000
| -41% | -$25.1M | 1.92% | 4 |
|
|
2018
Q1 | $58.4M | Buy |
384,500
+164,500
| +75% | +$25.4M | 2.49% | 4 |
|
|
2017
Q4 | $33.5M | Sell |
220,000
-642,500
| -74% | -$96.5M | 1.76% | 8 |
|
|
2017
Q3 | $128M | Sell |
862,500
-216,500
| -20% | -$30.5M | 6.45% | 1 |
|
|
2017
Q2 | $152M | Buy |
1,079,000
+505,800
| +88% | +$70M | 8.24% | 1 |
|
|
2017
Q1 | $78.8M | Buy |
573,200
+88,200
| +18% | +$12M | 3.9% | 1 |
|
|
2016
Q4 | $65.4M | Sell |
485,000
-552,000
| -53% | -$70.5M | 4.33% | 1 |
|
|
2016
Q3 | $129M | Buy |
1,037,000
+661,300
| +176% | +$80.4M | 7.27% | 1 |
|
|
2016
Q2 | $43.2M | Sell |
375,700
-547,800
| -59% | -$61.8M | 2.26% | 4 |
|
|
2016
Q1 | $102M | Buy |
923,500
+727,500
| +371% | +$75.3M | 6.34% | 1 |
|
|
2015
Q4 | $22.1M | Sell |
196,000
-574,000
| -75% | -$66.2M | 2.28% | 3 |
|
|
2015
Q3 | $84.1M | Sell |
770,000
-401,100
| -34% | -$47.6M | 7.2% | 1 |
|
|
2015
Q2 | $146M | Buy |
1,171,100
+476,100
| +69% | +$59.5M | 8.88% | 1 |
|
|
2015
Q1 | $86.4M | Buy |
695,000
+241,800
| +53% | +$29.1M | 5.35% | 1 |
|
|
2014
Q4 | $54.2M | Sell |
453,200
-1,072,700
| -70% | -$123M | 6.42% | 1 |
|
|
2014
Q3 | $167M | Sell |
1,525,900
-600
| -0% | -$68.6K | 10.08% | 1 |
|
|
2014
Q2 | $181M | Buy |
1,526,500
+617,400
| +68% | +$70.1M | 13.27% | 1 |
|
|
2014
Q1 | $106M | Buy |
909,100
+169,100
| +23% | +$19.5M | 7.8% | 1 |
|
|
2013
Q4 | $85.4M | Buy |
740,000
+208,100
| +39% | +$23M | 10.72% | 1 |
|
|
2013
Q3 | $56.7M | Buy |
531,900
+153,200
| +40% | +$15.8M | 5.32% | 1 |
|
|
2013
Q2 | $36.7M | Buy |
+378,700
| New | +$36.2M | 3.75% | 2 |
|
Other funds holding IWM
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.