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 Q3	$287K	Buy	1,033 +11	+1%	+$3.23K	0.01%	227
2026 Q2	$307K	Buy	1,022 +7	+0.7%	+$1.97K	0.01%	227
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

MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return

Washington Trust Westerly, Rhode Island $3.23B AUM 23.24% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $879M AUM 20.03% 1-Year Est. Return

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return

JB Capital's IWM Position: Q3 2026 in Review

JB Capital increased its iShares Russell 2000 ETF (IWM) stake by 1.1% in Q3 2026, buying an estimated $3.23K and bringing the position to 1,033 shares worth $287K. The position accounts for 0.01% of the portfolio, ranked #227.

JB Capital first reported a position in IWM in Q3 2021 and has held it in 8 quarters since. The position peaked at $376K in Q4 2021. 825 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

JB Capital held 1,033 shares of iShares Russell 2000 ETF worth $287K as of Q3 2026.
JB Capital bought 11 iShares Russell 2000 ETF shares in Q3 2026, an estimated $3.23K.
iShares Russell 2000 ETF made up 0.01% of JB Capital's portfolio in Q3 2026, its #227 holding.
JB Capital first reported a position in iShares Russell 2000 ETF in Q3 2021 and has held it in 8 quarters since.
JB Capital's iShares Russell 2000 ETF position peaked at $376K in Q4 2021.
825 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on JB Capital's 13F filing for Q3 2026, filed 19 Oct 2026.