Jacksonville Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History

Jacksonville Wealth 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 Q3	$8.76M	Buy	31,518 +4,503	+17%	+$1.32M	4.6%	6
2026 Q2	$8.12M	Buy	27,015 +1,130	+4%	+$318K	4.59%	6
2026 Q1	$6.42M	Buy	25,885 +4,004	+18%	+$1.03M	4.34%	6
2025 Q4	$5.39M	Buy	21,881 +433	+2%	+$106K	3.81%	6
2025 Q3	$5.19M	Buy	21,448 +1,991	+10%	+$457K	3.81%	6
2025 Q2	$4.2M	Buy	19,457 +1,532	+9%	+$308K	3.38%	6
2025 Q1	$3.58M	Buy	17,925 +707	+4%	+$153K	3.52%	7
2024 Q4	$3.8M	Buy	+17,218	New	+$3.93M	3.55%	7

Other funds holding IWM

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Jacksonville Wealth Management's IWM Position: Q3 2026 in Review

Jacksonville Wealth Management increased its iShares Russell 2000 ETF (IWM) stake by 17% in Q3 2026, buying an estimated $1.32M and bringing the position to 31,518 shares worth $8.76M. The position accounts for 4.6% of the portfolio, ranked #6.

Jacksonville Wealth Management first reported a position in IWM in Q4 2024 and has held it in 8 quarters since. 1,912 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

Jacksonville Wealth Management held 31,518 shares of iShares Russell 2000 ETF worth $8.76M as of Q3 2026.
Jacksonville Wealth Management bought 4,503 iShares Russell 2000 ETF shares in Q3 2026, an estimated $1.32M.
iShares Russell 2000 ETF made up 4.6% of Jacksonville Wealth Management's portfolio in Q3 2026, its #6 holding.
Jacksonville Wealth Management first reported a position in iShares Russell 2000 ETF in Q4 2024 and has held it in 8 quarters since.
1,912 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on Jacksonville Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.