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 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

JB Capital's IWM Position: Q2 2026 in Review

JB Capital increased its iShares Russell 2000 ETF (IWM) stake by 0.69% in Q2 2026, buying an estimated $1.97K and bringing the position to 1,022 shares worth $307K. 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 7 quarters since. The position peaked at $376K in Q4 2021. 2,730 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

JB Capital held 1,022 shares of iShares Russell 2000 ETF worth $307K as of Q2 2026.
JB Capital bought 7 iShares Russell 2000 ETF shares in Q2 2026, an estimated $1.97K.
iShares Russell 2000 ETF made up 0.01% of JB Capital's portfolio in Q2 2026, its #227 holding.
JB Capital first reported a position in iShares Russell 2000 ETF in Q3 2021 and has held it in 7 quarters since.
JB Capital's iShares Russell 2000 ETF position peaked at $376K in Q4 2021.
2,730 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on JB Capital's 13F filing for Q2 2026, filed 29 Jul 2026.