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 Q2	$928K	Sell	3,090 -13	-0.4%	-$3.65K	0.32%	35
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 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

JDM Financial Group's IWM Position: Q2 2026 in Review

JDM Financial Group reduced its iShares Russell 2000 ETF (IWM) stake by 0.42% in Q2 2026, selling an estimated $3.65K and leaving 3,090 shares worth $928K. The position accounts for 0.32% of the portfolio, ranked #35.

JDM Financial Group first reported a position in IWM in Q4 2022 and has held it in 15 quarters since. 2,730 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

JDM Financial Group held 3,090 shares of iShares Russell 2000 ETF worth $928K as of Q2 2026.
JDM Financial Group sold 13 iShares Russell 2000 ETF shares in Q2 2026, an estimated $3.65K.
iShares Russell 2000 ETF made up 0.32% of JDM Financial Group's portfolio in Q2 2026, its #35 holding.
JDM Financial Group first reported a position in iShares Russell 2000 ETF in Q4 2022 and has held it in 15 quarters since.
2,730 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on JDM Financial Group's 13F filing for Q2 2026, filed 18 Aug 2026.