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Jackson Square Capital’s iShares Russell 2000 ETF IWM Stock Holding History

Jackson Square Capital’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 		$667K Buy
2,219
+754
+51% +$212K 0.09% 92
2026
Q1 		$363K Buy
1,465
+36
+3% +$9.29K 0.08% 108
2025
Q4 		$352K Sell
1,429
-17,534
-92% -$4.31M 0.07% 123
2025
Q3 		$4.59M Buy
18,963
+17,502
+1,198% +$4.02M 1% 29
2025
Q2 		$315K Hold
1,461
– – 0.07% 129
2025
Q1 		$291K Sell
1,461
-318
-18% -$69K 0.09% 115
2024
Q4 		$393K Sell
1,779
-86
-5% -$19.6K 0.09% 120
2024
Q3 		$412K Sell
1,865
-341
-15% -$73K 0.1% 110
2024
Q2 		$448K Sell
2,206
-67
-3% -$13.5K 0.11% 102
2024
Q1 		$478K Buy
2,273
+64
+3% +$12.8K 0.12% 102
2023
Q4 		$443K Buy
2,209
+591
+37% +$106K 0.14% 95
2023
Q3 		$286K Sell
1,618
-534
-25% -$100K 0.11% 98
2023
Q2 		$403K Buy
2,152
+262
+14% +$46.7K 0.16% 92
2023
Q1 		$337K Sell
1,890
-667
-26% -$123K 0.15% 90
2022
Q4 		$446K Buy
2,557
+198
+8% +$35.2K 0.21% 88
2022
Q3 		$389K Buy
2,359
+352
+18% +$64.2K 0.19% 89
2022
Q2 		$340K Sell
2,007
-722
-26% -$133K 0.14% 100
2022
Q1 		$560K Sell
2,729
-28
-1% -$5.71K 0.17% 104
2021
Q4 		$613K Buy
2,757
+37
+1% +$8.36K 0.18% 107
2021
Q3 		$595K Sell
2,720
-12
-0.4% -$2.66K 0.19% 100
2021
Q2 		$627K Buy
2,732
+24
+0.9% +$5.4K 0.2% 93
2021
Q1 		$598K Buy
2,708
+207
+8% +$45.2K 0.23% 86
2020
Q4 		$490K Buy
2,501
+45
+2% +$7.88K 0.19% 86
2020
Q3 		$368K Buy
2,456
+187
+8% +$28.1K 0.16% 87
2020
Q2 		$325K Buy
2,269
+899
+66% +$118K 0.16% 88
2020
Q1 		$157K Sell
1,370
-3,143
-70% -$469K 0.12% 82
2019
Q4 		$748K Buy
+4,513
New +$713K 0.43% 64

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
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
AI
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
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return

Jackson Square Capital's IWM Position: Q2 2026 in Review

Jackson Square Capital increased its iShares Russell 2000 ETF (IWM) stake by 51% in Q2 2026, buying an estimated $212K and bringing the position to 2,219 shares worth $667K. The position accounts for 0.09% of the portfolio, ranked #92.

Jackson Square Capital first reported a position in IWM in Q4 2019 and has held it in 27 quarters since. The position peaked at $4.59M in Q3 2025. 1,015 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Jackson Square Capital held 2,219 shares of iShares Russell 2000 ETF worth $667K as of Q2 2026.
  • Jackson Square Capital bought 754 iShares Russell 2000 ETF shares in Q2 2026, an estimated $212K.
  • iShares Russell 2000 ETF made up 0.09% of Jackson Square Capital's portfolio in Q2 2026, its #92 holding.
  • Jackson Square Capital first reported a position in iShares Russell 2000 ETF in Q4 2019 and has held it in 27 quarters since.
  • Jackson Square Capital's iShares Russell 2000 ETF position peaked at $4.59M in Q3 2025.
  • 1,015 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Jackson Square Capital's 13F filing for Q2 2026, filed 21 Jul 2026.