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

Jamison Private 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 Q2	$293K	Hold	974	–	–	0.03%	200
2026 Q1	$241K	Hold	974	–	–	0.03%	196
2025 Q4	$240K	Buy	974 +1	+0.1%	+$246	0.03%	191
2025 Q3	$236K	Hold	973	–	–	0.03%	198
2025 Q2	$210K	Buy	+973	New	+$196K	0.03%	193
2025 Q1	–	Sell	-973	Closed	-$215K	–	201
2024 Q4	$215K	Hold	973	–	–	0.03%	194
2024 Q3	$215K	Hold	973	–	–	0.03%	184
2024 Q2	$197K	Sell	973 -21	-2%	-$4.24K	0.03%	174
2024 Q1	$209K	Buy	994 +941	+1,775%	+$188K	0.04%	171
2023 Q4	$10.6K	Hold	53	–	–	﹤0.01%	302
2023 Q3	$9.37K	Buy	+53	New	+$9.95K	﹤0.01%	296

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

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

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

Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return

Jamison Private Wealth Management's IWM Position: Q2 2026 in Review

Jamison Private Wealth Management held its iShares Russell 2000 ETF (IWM) position steady in Q2 2026 at 974 shares worth $293K. The position accounts for 0.03% of the portfolio, ranked #200.

Jamison Private Wealth Management first reported a position in IWM in Q3 2023 and has held it in 11 quarters since. 989 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Jamison Private Wealth Management held 974 shares of iShares Russell 2000 ETF worth $293K as of Q2 2026.
Jamison Private Wealth Management left its iShares Russell 2000 ETF share count unchanged in Q2 2026.
iShares Russell 2000 ETF made up 0.03% of Jamison Private Wealth Management's portfolio in Q2 2026, its #200 holding.
Jamison Private Wealth Management first reported a position in iShares Russell 2000 ETF in Q3 2023 and has held it in 11 quarters since.
989 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Jamison Private Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.