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JCIC Asset Management’s iShares Russell 2000 ETF IWM Stock Holding History

JCIC Asset 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 		$6.42M Hold
25,890
– – 1.97% 19
2026
Q1 		$6.42M Buy
+25,890
New +$6.68M 1.97% 19
2025
Q1 		$7.82M Sell
39,189
-673
-2% -$146K 3.27% 10
2024
Q4 		$8.81M Buy
39,862
+570
+1% +$130K 3.57% 7
2024
Q3 		$8.68M Buy
39,292
+905
+2% +$194K 3.56% 8
2024
Q2 		$7.79M Sell
38,387
-189
-0.5% -$38.2K 3.2% 8
2024
Q1 		$8.11M Buy
38,576
+440
+1% +$87.8K 3.34% 9
2023
Q4 		$7.65M Sell
38,136
-137
-0.4% -$24.5K 3.42% 8
2023
Q3 		$6.76M Sell
38,273
-1,130
-3% -$212K 3.43% 9
2023
Q2 		$7.38M Sell
39,403
-2,005
-5% -$357K 3.35% 9
2023
Q1 		$7.39M Buy
41,408
+594
+1% +$109K 3.44% 10
2022
Q4 		$7.12M Sell
40,814
-3,595
-8% -$639K 3.54% 10
2022
Q3 		$8.14M Sell
44,409
-1,475
-3% -$269K 3.76% 9
2022
Q2 		$7.77M Sell
45,884
-4,254
-8% -$784K 4.18% 6
2022
Q1 		$10.3M Sell
50,138
-805
-2% -$164K 3.18% 9
2021
Q4 		$11.3M Sell
50,943
-230
-0.4% -$52K 3.4% 8
2021
Q3 		$11.2M Sell
51,173
-268
-0.5% -$59.4K 3.68% 8
2021
Q2 		$14.6M Sell
51,441
-860
-2% -$193K 3.76% 7
2021
Q1 		$11.6M Buy
52,301
+52,289
+435,742% +$11.4M 4.06% 7
2020
Q4 		$2K Buy
+12
New +$2.1K ﹤0.01% 102

Other funds holding IWM

SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VWM
Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return
OE
OFS Enterprise Kearney, Nebraska $392M AUM
EWM
Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return

JCIC Asset Management's IWM Position: Q2 2026 in Review

JCIC Asset Management held its iShares Russell 2000 ETF (IWM) position steady in Q2 2026 at 25,890 shares worth $6.42M. The position accounts for 1.97% of the portfolio, ranked #19.

JCIC Asset Management first reported a position in IWM in Q4 2020 and has held it in 20 quarters since. The position peaked at $14.6M in Q2 2021. 596 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • JCIC Asset Management held 25,890 shares of iShares Russell 2000 ETF worth $6.42M as of Q2 2026.
  • JCIC Asset Management left its iShares Russell 2000 ETF share count unchanged in Q2 2026.
  • iShares Russell 2000 ETF made up 1.97% of JCIC Asset Management's portfolio in Q2 2026, its #19 holding.
  • JCIC Asset Management first reported a position in iShares Russell 2000 ETF in Q4 2020 and has held it in 20 quarters since.
  • JCIC Asset Management's iShares Russell 2000 ETF position peaked at $14.6M in Q2 2021.
  • 596 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on JCIC Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.