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JDM Financial Group’s iShares Russell 2000 ETF IWM Stock Holding History

JDM Financial Group’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 		$770K Sell
3,103
-29
-0.9% -$7.48K 0.3% 34
2025
Q4 		$771K Sell
3,132
-61
-2% -$15K 0.3% 35
2025
Q3 		$773K Sell
3,193
-76
-2% -$17.4K 0.32% 30
2025
Q2 		$705K Buy
3,269
+1
+0% +$201 0.33% 30
2025
Q1 		$652K Buy
3,268
+13
+0.4% +$2.82K 0.33% 31
2024
Q4 		$719K Sell
3,255
-15
-0.5% -$3.42K 0.37% 27
2024
Q3 		$722K Sell
3,270
-826
-20% -$177K 0.39% 26
2024
Q2 		$831K Sell
4,096
-271
-6% -$54.8K 0.56% 20
2024
Q1 		$918K Sell
4,367
-20
-0.5% -$3.99K 0.67% 19
2023
Q4 		$881K Buy
4,387
+7
+0.2% +$1.25K 0.73% 18
2023
Q3 		$774K Hold
4,380
– – 0.71% 18
2023
Q2 		$820K Buy
4,380
+3
+0.1% +$535 0.71% 18
2023
Q1 		$781K Sell
4,377
-101
-2% -$18.6K 0.72% 18
2022
Q4 		$781K Buy
+4,478
New +$796K 0.75% 18

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

JDM Financial Group's IWM Position: Q1 2026 in Review

JDM Financial Group reduced its iShares Russell 2000 ETF (IWM) stake by 0.93% in Q1 2026, selling an estimated $7.48K and leaving 3,103 shares worth $770K. The position accounts for 0.3% of the portfolio, ranked #34.

JDM Financial Group first reported a position in IWM in Q4 2022 and has held it in 14 quarters since. The position peaked at $918K in Q1 2024. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • JDM Financial Group held 3,103 shares of iShares Russell 2000 ETF worth $770K as of Q1 2026.
  • JDM Financial Group sold 29 iShares Russell 2000 ETF shares in Q1 2026, an estimated $7.48K.
  • iShares Russell 2000 ETF made up 0.3% of JDM Financial Group's portfolio in Q1 2026, its #34 holding.
  • JDM Financial Group first reported a position in iShares Russell 2000 ETF in Q4 2022 and has held it in 14 quarters since.
  • JDM Financial Group's iShares Russell 2000 ETF position peaked at $918K in Q1 2024.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on JDM Financial Group's 13F filing for Q1 2026, filed 21 May 2026.