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James J. Burns & Company’s iShares Russell 2000 ETF IWM Stock Holding History

James J. Burns & Company’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 		$629K Sell
2,095
-33
-2% -$9.27K 0.07% 96
2026
Q1 		$528K Sell
2,128
-19
-0.9% -$4.9K 0.07% 92
2025
Q4 		$528K Buy
2,147
+2
+0.1% +$492 0.07% 93
2025
Q3 		$519K Sell
2,145
-163
-7% -$37.4K 0.08% 90
2025
Q2 		$498K Sell
2,308
-1
-0% -$201 0.08% 86
2025
Q1 		$460K Sell
2,309
-106
-4% -$23K 0.08% 88
2024
Q4 		$534K Buy
2,415
+19
+0.8% +$4.33K 0.09% 83
2024
Q3 		$529K Sell
2,396
-27
-1% -$5.78K 0.1% 77
2024
Q2 		$492K Buy
2,423
+904
+60% +$183K 0.1% 74
2024
Q1 		$311K Sell
1,519
-933
-38% -$186K 0.11% 67
2023
Q4 		$492K Sell
2,452
-427
-15% -$76.5K 0.12% 72
2023
Q3 		$509K Buy
2,879
+50
+2% +$9.39K 0.14% 64
2023
Q2 		$530K Sell
2,829
-254
-8% -$45.3K 0.13% 66
2023
Q1 		$550K Buy
3,083
+186
+6% +$34.2K 0.14% 73
2022
Q4 		$505K Buy
2,897
+12
+0.4% +$2.13K 0.21% 58
2022
Q3 		$476K Buy
+2,885
New +$526K 0.21% 57

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Treasurer of the State of North Carolina
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
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

James J. Burns & Company's IWM Position: Q2 2026 in Review

James J. Burns & Company reduced its iShares Russell 2000 ETF (IWM) stake by 1.6% in Q2 2026, selling an estimated $9.27K and leaving 2,095 shares worth $629K. The position accounts for 0.07% of the portfolio, ranked #96.

James J. Burns & Company first reported a position in IWM in Q3 2022 and has held it in 16 quarters since. 2,740 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • James J. Burns & Company held 2,095 shares of iShares Russell 2000 ETF worth $629K as of Q2 2026.
  • James J. Burns & Company sold 33 iShares Russell 2000 ETF shares in Q2 2026, an estimated $9.27K.
  • iShares Russell 2000 ETF made up 0.07% of James J. Burns & Company's portfolio in Q2 2026, its #96 holding.
  • James J. Burns & Company first reported a position in iShares Russell 2000 ETF in Q3 2022 and has held it in 16 quarters since.
  • 2,740 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on James J. Burns & Company's 13F filing for Q2 2026, filed 6 Aug 2026.