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

Janiczek 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
2024
Q2 		$140K Buy
689
+258
+60% +$52.1K 0.03% 236
2024
Q1 		$90.6K Sell
431
-35
-8% -$6.98K 0.02% 311
2023
Q4 		$93.6K Hold
466
– – 0.02% 277
2023
Q3 		$82.8K Sell
466
-46
-9% -$8.64K 0.02% 282
2023
Q2 		$95.9K Sell
512
-30
-6% -$5.35K 0.03% 226
2023
Q1 		$95.7K Sell
542
-110
-17% -$20.3K 0.03% 225
2022
Q4 		$121K Sell
652
-73
-10% -$13K 0.03% 195
2022
Q3 		$122K Sell
725
-25
-3% -$4.56K 0.04% 167
2022
Q2 		$140K Hold
750
– – 0.04% 150
2022
Q1 		$154K Hold
750
– – 0.04% 152
2021
Q4 		$167K Sell
750
-20
-3% -$4.52K 0.05% 126
2021
Q3 		$168K Sell
770
-5
-0.6% -$1.11K 0.06% 115
2021
Q2 		$178K Buy
775
+148
+24% +$33.3K 0.06% 93
2021
Q1 		$138K Hold
627
– – 0.06% 106
2020
Q4 		$123K Hold
627
– – 0.06% 93
2020
Q3 		$94K Hold
627
– – 0.05% 67
2020
Q2 		$90K Sell
627
-2,697
-81% -$354K 0.05% 60
2020
Q1 		$380K Sell
3,324
-38,954
-92% -$5.81M 0.21% 28
2019
Q4 		$7M Sell
42,278
-273
-0.6% -$43.1K 3.15% 10
2019
Q3 		$6.44M Sell
42,551
-45,269
-52% -$6.91M 2.93% 10
2019
Q2 		$13.7M Sell
87,820
-2,670
-3% -$412K 6.38% 5
2019
Q1 		$13.9M Sell
90,490
-1,033
-1% -$155K 6.54% 5
2018
Q4 		$12.3M Sell
91,523
-3,316
-3% -$495K 6.22% 4
2018
Q3 		$16M Sell
94,839
-1,655
-2% -$279K 8.36% 4
2018
Q2 		$15.8M Sell
96,494
-379
-0.4% -$60.6K 8.34% 4
2018
Q1 		$14.7M Sell
96,873
-38,042
-28% -$5.88M 8.33% 4
2017
Q4 		$20.6M Sell
134,915
-389
-0.3% -$58.4K 11.19% 4
2017
Q3 		$20M Buy
135,304
+1,936
+1% +$272K 11.13% 4
2017
Q2 		$18.8M Sell
133,368
-8,219
-6% -$1.14M 10.95% 4
2017
Q1 		$19.5M Buy
141,587
+53,905
+61% +$7.36M 11.14% 4
2016
Q4 		$11.8M Buy
+87,682
New +$11.2M 5.28% 4

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Janiczek Wealth Management's IWM Position: Q2 2024 in Review

Janiczek Wealth Management increased its iShares Russell 2000 ETF (IWM) stake by 60% in Q2 2024, buying an estimated $52.1K and bringing the position to 689 shares worth $140K. The position accounts for 0.03% of the portfolio, ranked #236.

Janiczek Wealth Management first reported a position in IWM in Q4 2016 and has held it in 31 quarters since. The position peaked at $20.6M in Q4 2017. 2,156 funds tracked by Wall St. Rank hold IWM as of Q2 2024.

  • Janiczek Wealth Management held 689 shares of iShares Russell 2000 ETF worth $140K as of Q2 2024.
  • Janiczek Wealth Management bought 258 iShares Russell 2000 ETF shares in Q2 2024, an estimated $52.1K.
  • iShares Russell 2000 ETF made up 0.03% of Janiczek Wealth Management's portfolio in Q2 2024, its #236 holding.
  • Janiczek Wealth Management first reported a position in iShares Russell 2000 ETF in Q4 2016 and has held it in 31 quarters since.
  • Janiczek Wealth Management's iShares Russell 2000 ETF position peaked at $20.6M in Q4 2017.
  • 2,156 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.