J.L. Bainbridge & Co
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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
Q3 		$333K Hold
1,200
– – 0.03% 84
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

Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return
Catalyst Capital Advisors
Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return
Millburn Ridgefield Corp
Millburn Ridgefield Corp New York $5.45B AUM 11.92% 1-Year Est. Return

J.L. Bainbridge & Co's IWM Position: Q3 2026 in Review

J.L. Bainbridge & Co held its iShares Russell 2000 ETF (IWM) position steady in Q3 2026 at 1,200 shares worth $333K. The position accounts for 0.03% of the portfolio, ranked #84.

J.L. Bainbridge & Co first reported a position in IWM in Q3 2024 and has held it in 9 quarters since. The position peaked at $361K in Q2 2026. 1,791 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

  • J.L. Bainbridge & Co held 1,200 shares of iShares Russell 2000 ETF worth $333K as of Q3 2026.
  • J.L. Bainbridge & Co left its iShares Russell 2000 ETF share count unchanged in Q3 2026.
  • iShares Russell 2000 ETF made up 0.03% of J.L. Bainbridge & Co's portfolio in Q3 2026, its #84 holding.
  • J.L. Bainbridge & Co first reported a position in iShares Russell 2000 ETF in Q3 2024 and has held it in 9 quarters since.
  • J.L. Bainbridge & Co's iShares Russell 2000 ETF position peaked at $361K in Q2 2026.
  • 1,791 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on J.L. Bainbridge & Co's 13F filing for Q3 2026, filed 20 Oct 2026.