Jay A. Fishman Ltd’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $255K | Hold |
850
| – | – | 0.02% | 74 |
|
|
2026
Q1 | $211K | Hold |
850
| – | – | 0.02% | 76 |
|
|
2025
Q4 | $209K | Hold |
850
| – | – | 0.02% | 80 |
|
|
2025
Q3 | $206K | Buy |
+850
| New | +$195K | 0.02% | 81 |
|
|
2022
Q1 | – | Sell |
-1,000
| Closed | -$222K | – | 96 |
|
|
2021
Q4 | $222K | Hold |
1,000
| – | – | 0.02% | 94 |
|
|
2021
Q3 | $219K | Hold |
1,000
| – | – | 0.03% | 93 |
|
|
2021
Q2 | $229K | Sell |
1,000
-200
| -17% | -$45K | 0.03% | 92 |
|
|
2021
Q1 | $265K | Hold |
1,200
| – | – | 0.04% | 85 |
|
|
2020
Q4 | $235K | Buy |
+1,200
| New | +$210K | 0.03% | 88 |
|
|
2020
Q2 | – | Sell |
-2,100
| Closed | -$321K | – | 93 |
|
|
2020
Q1 | $321K | Buy |
+2,100
| New | +$313K | 0.03% | 88 |
|
|
2019
Q2 | – | Sell |
-2,100
| Closed | -$321K | – | 87 |
|
|
2019
Q1 | $321K | Sell |
2,100
-594
| -22% | -$89.3K | 0.06% | 75 |
|
|
2018
Q4 | $361K | Buy |
2,694
+94
| +4% | +$14K | 0.08% | 70 |
|
|
2018
Q3 | $438K | Hold |
2,600
| – | – | 0.08% | 68 |
|
|
2018
Q2 | $426K | Hold |
2,600
| – | – | 0.08% | 67 |
|
|
2018
Q1 | $395K | Hold |
2,600
| – | – | 0.07% | 70 |
|
|
2017
Q4 | $396K | Hold |
2,600
| – | – | 0.07% | 70 |
|
|
2017
Q3 | $385K | Sell |
2,600
-300
| -10% | -$42.2K | 0.08% | 74 |
|
|
2017
Q2 | $409K | Sell |
2,900
-400
| -12% | -$55.4K | 0.09% | 69 |
|
|
2017
Q1 | $454K | Hold |
3,300
| – | – | 0.1% | 70 |
|
|
2016
Q4 | $445K | Buy |
3,300
+400
| +14% | +$51.1K | 0.11% | 71 |
|
|
2016
Q3 | $360K | Sell |
2,900
-400
| -12% | -$48.6K | 0.09% | 71 |
|
|
2016
Q2 | $379K | Buy |
3,300
+800
| +32% | +$90.3K | 0.1% | 70 |
|
|
2016
Q1 | $277K | Buy |
+2,500
| New | +$259K | 0.07% | 77 |
|
|
2015
Q2 | – | Sell |
-2,200
| Closed | -$274K | – | 97 |
|
|
2015
Q1 | $274K | Sell |
2,200
-500
| -19% | -$60.3K | 0.06% | 90 |
|
|
2014
Q4 | $323K | Sell |
2,700
-800
| -23% | -$91.5K | 0.07% | 82 |
|
|
2014
Q3 | $383K | Hold |
3,500
| – | – | 0.08% | 76 |
|
|
2014
Q2 | $416K | Hold |
3,500
| – | – | 0.09% | 75 |
|
|
2014
Q1 | $407K | Hold |
3,500
| – | – | 0.09% | 75 |
|
|
2013
Q4 | $404K | Sell |
3,500
-1,400
| -29% | -$155K | 0.09% | 75 |
|
|
2013
Q3 | $522K | Hold |
4,900
| – | – | 0.13% | 71 |
|
|
2013
Q2 | $475K | Buy |
+4,900
| New | +$468K | 0.12% | 74 |
|
Other funds holding IWM
Jay A. Fishman Ltd's IWM Position: Q2 2026 in Review
Jay A. Fishman Ltd held its iShares Russell 2000 ETF (IWM) position steady in Q2 2026 at 850 shares worth $255K. The position accounts for 0.02% of the portfolio, ranked #74.
Jay A. Fishman Ltd first reported a position in IWM in Q2 2013 and has held it in 31 quarters since. The position peaked at $522K in Q3 2013. 2,730 funds tracked by Wall St. Rank hold IWM as of Q2 2026.
- Jay A. Fishman Ltd held 850 shares of iShares Russell 2000 ETF worth $255K as of Q2 2026.
- Jay A. Fishman Ltd left its iShares Russell 2000 ETF share count unchanged in Q2 2026.
- iShares Russell 2000 ETF made up 0.02% of Jay A. Fishman Ltd's portfolio in Q2 2026, its #74 holding.
- Jay A. Fishman Ltd first reported a position in iShares Russell 2000 ETF in Q2 2013 and has held it in 31 quarters since.
- Jay A. Fishman Ltd's iShares Russell 2000 ETF position peaked at $522K in Q3 2013.
- 2,730 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.
Based on Jay A. Fishman Ltd's 13F filing for Q2 2026, filed 29 Jul 2026.