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Jag Capital Management’s iShares Russell 2000 ETF IWM Stock Holding History

Jag Capital 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
Q1 		$247K Buy
995
+4
+0.4% +$1.03K 0.03% 126
2025
Q4 		$244K Hold
991
– – 0.03% 119
2025
Q3 		$240K Buy
991
+24
+2% +$5.51K 0.03% 120
2025
Q2 		$209K Sell
967
-178
-16% -$35.8K 0.02% 123
2025
Q1 		$228K Sell
1,145
-60
-5% -$13K 0.03% 117
2024
Q4 		$266K Buy
1,205
+104
+9% +$23.7K 0.04% 101
2024
Q3 		$243K Hold
1,101
– – 0.03% 114
2024
Q2 		$223K Buy
1,101
+7
+0.6% +$1.42K 0.03% 119
2024
Q1 		$230K Buy
1,094
+81
+8% +$16.2K 0.03% 119
2023
Q4 		$203K Sell
1,013
-333
-25% -$59.7K 0.03% 125
2023
Q3 		$238K Sell
1,346
-58
-4% -$10.9K 0.03% 151
2023
Q2 		$263K Sell
1,404
-485
-26% -$86.5K 0.03% 146
2023
Q1 		$337K Buy
+1,889
New +$348K 0.04% 139
2022
Q2 		– Sell
-1,341
Closed -$296K – 217
2022
Q1 		$296K Buy
1,341
+163
+14% +$33.3K 0.03% 179
2021
Q4 		$262K Sell
1,178
-183
-13% -$41.4K 0.02% 193
2021
Q3 		$298K Buy
1,361
+15
+1% +$3.33K 0.02% 190
2021
Q2 		$309K Sell
1,346
-20
-1% -$4.5K 0.02% 198
2021
Q1 		$302K Buy
1,366
+293
+27% +$64K 0.03% 190
2020
Q4 		$207K Buy
+1,073
New +$188K 0.02% 189
2020
Q1 		– Sell
-11,609
Closed -$1.92M – 181
2019
Q4 		$1.92M Hold
11,609
– – 0.22% 74
2019
Q3 		$1.76M Hold
11,609
– – 0.21% 72
2019
Q2 		$1.8M Buy
11,609
+1,490
+15% +$230K 0.2% 79
2019
Q1 		$1.55M Sell
10,119
-2,870
-22% -$431K 0.25% 59
2018
Q4 		$1.74M Sell
12,989
-1,542
-11% -$230K 0.35% 49
2018
Q3 		$2.45M Sell
14,531
-230
-2% -$38.8K 0.4% 41
2018
Q2 		$2.42M Buy
14,761
+8,036
+119% +$1.29M 0.41% 39
2018
Q1 		$1.02M Hold
6,725
– – 0.19% 74
2017
Q4 		$1.02M Sell
6,725
-7,340
-52% -$1.1M 0.19% 73
2017
Q3 		$2.08M Sell
14,065
-435
-3% -$61.2K 0.39% 50
2017
Q2 		$2.04M Sell
14,500
-3,340
-19% -$462K 0.41% 50
2017
Q1 		$2.45M Sell
17,840
-8,170
-31% -$1.12M 0.51% 43
2016
Q4 		$3.51M Sell
26,010
-2,390
-8% -$305K 0.71% 38
2016
Q3 		$3.53M Sell
28,400
-3,025
-10% -$368K 0.69% 40
2016
Q2 		$3.61M Hold
31,425
– – 0.78% 40
2016
Q1 		$3.48M Sell
31,425
-2,325
-7% -$241K 0.71% 40
2015
Q4 		$3.8M Sell
33,750
-2,210
-6% -$255K 0.71% 35
2015
Q3 		$3.93M Buy
35,960
+990
+3% +$117K 0.75% 34
2015
Q2 		$4.37M Buy
34,970
+7,295
+26% +$911K 0.8% 33
2015
Q1 		$3.44M Sell
27,675
-17,337
-39% -$2.09M 0.62% 34
2014
Q4 		$5.38M Sell
45,012
-1,995
-4% -$228K 0.99% 33
2014
Q3 		$5.14M Buy
47,007
+595
+1% +$68.1K 1.03% 34
2014
Q2 		$5.51M Buy
46,412
+755
+2% +$85.7K 1.07% 34
2014
Q1 		$5.31M Buy
45,657
+225
+0.5% +$26K 1.09% 38
2013
Q4 		$5.24M Sell
45,432
-2,306
-5% -$255K 1.05% 37
2013
Q3 		$5.09M Buy
47,738
+740
+2% +$76.6K 1.13% 39
2013
Q2 		$4.56M Buy
+46,998
New +$4.49M 1.11% 36

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Jag Capital Management's IWM Position: Q1 2026 in Review

Jag Capital Management increased its iShares Russell 2000 ETF (IWM) stake by 0.4% in Q1 2026, buying an estimated $1.03K and bringing the position to 995 shares worth $247K. The position accounts for 0.03% of the portfolio, ranked #126.

Jag Capital Management first reported a position in IWM in Q2 2013 and has held it in 46 quarters since. The position peaked at $5.51M in Q2 2014. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Jag Capital Management held 995 shares of iShares Russell 2000 ETF worth $247K as of Q1 2026.
  • Jag Capital Management bought 4 iShares Russell 2000 ETF shares in Q1 2026, an estimated $1.03K.
  • iShares Russell 2000 ETF made up 0.03% of Jag Capital Management's portfolio in Q1 2026, its #126 holding.
  • Jag Capital Management first reported a position in iShares Russell 2000 ETF in Q2 2013 and has held it in 46 quarters since.
  • Jag Capital Management's iShares Russell 2000 ETF position peaked at $5.51M in Q2 2014.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Jag Capital Management's 13F filing for Q1 2026, filed 6 May 2026.