JB Capital’s iShares Russell 2000 ETF IWM Stock Holding History

JB Capital’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	$252K	Buy	1,015 +50	+5%	+$12.9K	0.01%	229
2025 Q4	$237K	Buy	965 +2	+0.2%	+$492	0.01%	233
2025 Q3	$233K	Sell	963 -82	-8%	-$18.8K	0.01%	231
2025 Q2	$226K	Buy	+1,045	New	+$210K	0.01%	227
2022 Q1	–	Sell	-1,690	Closed	-$376K	–	248
2021 Q4	$376K	Buy	1,690 +1	+0.1%	+$226	0.04%	193
2021 Q3	$370K	Buy	+1,689	New	+$374K	0.05%	203

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

JB Capital's IWM Position: Q1 2026 in Review

JB Capital increased its iShares Russell 2000 ETF (IWM) stake by 5.2% in Q1 2026, buying an estimated $12.9K and bringing the position to 1,015 shares worth $252K. The position accounts for 0.01% of the portfolio, ranked #229.

JB Capital first reported a position in IWM in Q3 2021 and has held it in 6 quarters since. The position peaked at $376K in Q4 2021. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

JB Capital held 1,015 shares of iShares Russell 2000 ETF worth $252K as of Q1 2026.
JB Capital bought 50 iShares Russell 2000 ETF shares in Q1 2026, an estimated $12.9K.
iShares Russell 2000 ETF made up 0.01% of JB Capital's portfolio in Q1 2026, its #229 holding.
JB Capital first reported a position in iShares Russell 2000 ETF in Q3 2021 and has held it in 6 quarters since.
JB Capital's iShares Russell 2000 ETF position peaked at $376K in Q4 2021.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on JB Capital's 13F filing for Q1 2026, filed 27 Apr 2026.