JWM
IWM icon

Jessup Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History

Jessup Wealth 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
Q1 		$2.46M Sell
9,928
-1,000
-9% -$258K 0.9% 22
2025
Q4 		$2.69M Buy
10,928
+51
+0.5% +$12.5K 0.89% 25
2025
Q3 		$2.63M Sell
10,877
-45
-0.4% -$10.3K 0.98% 23
2025
Q2 		$2.36M Sell
10,922
-703
-6% -$141K 0.95% 24
2025
Q1 		$2.32M Sell
11,625
-325
-3% -$70.5K 0.97% 25
2024
Q4 		$2.64M Sell
11,950
-27,497
-70% -$6.27M 1.13% 22
2024
Q3 		$8.71M Sell
39,447
-2,628
-6% -$562K 4% 9
2024
Q2 		$8.54M Sell
42,075
-697
-2% -$141K 3.64% 9
2024
Q1 		$8.99M Buy
42,772
+2,247
+6% +$448K 3.85% 7
2023
Q4 		$8.13M Buy
40,525
+33,895
+511% +$6.07M 4.06% 7
2023
Q3 		$1.17M Sell
6,630
-1,514
-19% -$284K 0.68% 32
2023
Q2 		$1.53M Sell
8,144
-14,986
-65% -$2.67M 0.82% 29
2023
Q1 		$4.13M Sell
23,130
-1,122
-5% -$207K 2.45% 15
2022
Q4 		$4.23M Buy
+24,252
New +$4.31M 2.68% 17

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

Jessup Wealth Management's IWM Position: Q1 2026 in Review

Jessup Wealth Management reduced its iShares Russell 2000 ETF (IWM) stake by 9.2% in Q1 2026, selling an estimated $258K and leaving 9,928 shares worth $2.46M. The position accounts for 0.9% of the portfolio, ranked #22.

Jessup Wealth Management first reported a position in IWM in Q4 2022 and has held it in 14 quarters since. The position peaked at $8.99M in Q1 2024. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Jessup Wealth Management held 9,928 shares of iShares Russell 2000 ETF worth $2.46M as of Q1 2026.
  • Jessup Wealth Management sold 1,000 iShares Russell 2000 ETF shares in Q1 2026, an estimated $258K.
  • iShares Russell 2000 ETF made up 0.9% of Jessup Wealth Management's portfolio in Q1 2026, its #22 holding.
  • Jessup Wealth Management first reported a position in iShares Russell 2000 ETF in Q4 2022 and has held it in 14 quarters since.
  • Jessup Wealth Management's iShares Russell 2000 ETF position peaked at $8.99M in Q1 2024.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Jessup Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.