JBR Co Financial Management’s iShares Russell 2000 ETF IWM Stock Holding History

JBR Co Financial 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
2026 Q2	$346K	Sell	1,150 -340	-23%	-$95.5K	0.13%	108
2026 Q1	$367K	Hold	1,490	–	–	0.15%	91
2025 Q4	$367K	Buy	1,490 +16	+1%	+$3.93K	0.15%	91
2025 Q3	$357K	Buy	1,474 +235	+19%	+$53.9K	0.15%	88
2025 Q2	$267K	Sell	1,239 -210	-14%	-$42.3K	0.13%	100
2025 Q1	$289K	Buy	1,449 +44	+3%	+$9.54K	0.17%	93
2024 Q4	$310K	Buy	1,405 +190	+16%	+$43.3K	0.19%	83
2024 Q3	$268K	Buy	+1,215	New	+$260K	0.18%	92
2024 Q1	–	Sell	-1,147	Closed	-$230K	–	99
2023 Q4	$230K	Buy	+1,147	New	+$205K	0.22%	79

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

JBR Co Financial Management's IWM Position: Q2 2026 in Review

JBR Co Financial Management reduced its iShares Russell 2000 ETF (IWM) stake by 23% in Q2 2026, selling an estimated $95.5K and leaving 1,150 shares worth $346K. The position accounts for 0.13% of the portfolio, ranked #108.

JBR Co Financial Management first reported a position in IWM in Q4 2023 and has held it in 9 quarters since. The position peaked at $367K in Q1 2026. 2,734 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

JBR Co Financial Management held 1,150 shares of iShares Russell 2000 ETF worth $346K as of Q2 2026.
JBR Co Financial Management sold 340 iShares Russell 2000 ETF shares in Q2 2026, an estimated $95.5K.
iShares Russell 2000 ETF made up 0.13% of JBR Co Financial Management's portfolio in Q2 2026, its #108 holding.
JBR Co Financial Management first reported a position in iShares Russell 2000 ETF in Q4 2023 and has held it in 9 quarters since.
JBR Co Financial Management's iShares Russell 2000 ETF position peaked at $367K in Q1 2026.
2,734 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on JBR Co Financial Management's 13F filing for Q2 2026, filed 9 Jul 2026.