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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
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 $1.37T 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

James J. Burns & Company's IWM Position: Q1 2026 in Review

James J. Burns & Company reduced its iShares Russell 2000 ETF (IWM) stake by 0.88% in Q1 2026, selling an estimated $4.9K and leaving 2,128 shares worth $528K. The position accounts for 0.07% of the portfolio, ranked #92.

James J. Burns & Company first reported a position in IWM in Q3 2022 and has held it in 15 quarters since. The position peaked at $550K in Q1 2023. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • James J. Burns & Company held 2,128 shares of iShares Russell 2000 ETF worth $528K as of Q1 2026.
  • James J. Burns & Company sold 19 iShares Russell 2000 ETF shares in Q1 2026, an estimated $4.9K.
  • iShares Russell 2000 ETF made up 0.07% of James J. Burns & Company's portfolio in Q1 2026, its #92 holding.
  • James J. Burns & Company first reported a position in iShares Russell 2000 ETF in Q3 2022 and has held it in 15 quarters since.
  • James J. Burns & Company's iShares Russell 2000 ETF position peaked at $550K in Q1 2023.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on James J. Burns & Company's 13F filing for Q1 2026, filed 17 Apr 2026.