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

J.L. Bainbridge & 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 Q2	$361K	Hold	1,200	–	–	0.03%	82
2026 Q1	$298K	Buy	1,200 +239	+25%	+$61.7K	0.03%	79
2025 Q4	$237K	Hold	961	–	–	0.02%	91
2025 Q3	$233K	Sell	961 -56	-6%	-$12.8K	0.02%	92
2025 Q2	$219K	Hold	1,017	–	–	0.02%	96
2025 Q1	$203K	Sell	1,017 -75	-7%	-$16.3K	0.02%	96
2024 Q4	$241K	Buy	1,092 +125	+13%	+$28.5K	0.02%	88
2024 Q3	$214K	Buy	+967	New	+$207K	0.02%	98

Other funds holding IWM

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

AIA

Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return

J.L. Bainbridge & Co's IWM Position: Q2 2026 in Review

J.L. Bainbridge & Co held its iShares Russell 2000 ETF (IWM) position steady in Q2 2026 at 1,200 shares worth $361K. The position accounts for 0.03% of the portfolio, ranked #82.

J.L. Bainbridge & Co first reported a position in IWM in Q3 2024 and has held it in 8 quarters since. 936 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

J.L. Bainbridge & Co held 1,200 shares of iShares Russell 2000 ETF worth $361K as of Q2 2026.
J.L. Bainbridge & Co left its iShares Russell 2000 ETF share count unchanged in Q2 2026.
iShares Russell 2000 ETF made up 0.03% of J.L. Bainbridge & Co's portfolio in Q2 2026, its #82 holding.
J.L. Bainbridge & Co first reported a position in iShares Russell 2000 ETF in Q3 2024 and has held it in 8 quarters since.
936 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on J.L. Bainbridge & Co's 13F filing for Q2 2026, filed 22 Jul 2026.