J. Safra Asset Management’s iShares Russell 2000 ETF IWM Stock Holding History

J. Safra Asset Management’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	$1.12M	Sell	3,723 -109	-3%	-$30.6K	0.05%	112
2026 Q1	$950K	Sell	3,832 -10,837	-74%	-$2.8M	0.05%	105
2025 Q4	$3.61M	Buy	+14,669	New	+$3.61M	0.19%	42
2025 Q2	–	Sell	-904	Closed	-$180K	–	382
2025 Q1	$180K	Sell	904 -2,525	-74%	-$548K	0.01%	145
2024 Q4	$757K	Buy	+3,429	New	+$782K	0.06%	47

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

J. Safra Asset Management's IWM Position: Q2 2026 in Review

J. Safra Asset Management reduced its iShares Russell 2000 ETF (IWM) stake by 2.8% in Q2 2026, selling an estimated $30.6K and leaving 3,723 shares worth $1.12M. The position accounts for 0.05% of the portfolio, ranked #112.

J. Safra Asset Management first reported a position in IWM in Q4 2024 and has held it in 5 quarters since. The position peaked at $3.61M in Q4 2025. 2,740 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

J. Safra Asset Management held 3,723 shares of iShares Russell 2000 ETF worth $1.12M as of Q2 2026.
J. Safra Asset Management sold 109 iShares Russell 2000 ETF shares in Q2 2026, an estimated $30.6K.
iShares Russell 2000 ETF made up 0.05% of J. Safra Asset Management's portfolio in Q2 2026, its #112 holding.
J. Safra Asset Management first reported a position in iShares Russell 2000 ETF in Q4 2024 and has held it in 5 quarters since.
J. Safra Asset Management's iShares Russell 2000 ETF position peaked at $3.61M in Q4 2025.
2,740 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on J. Safra Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.