Jessup Wealth Management
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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
Q3 		$2.68M Sell
9,631
-440
-4% -$129K 0.56% 25
2026
Q2 		$3.03M Buy
10,071
+143
+1% +$40.2K 0.9% 24
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

MIRAE ASSET SECURITIES (USA) INC.
MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return
Stairway Partners
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Parkside Investments
Parkside Investments Deerfield, Illinois $879M AUM 20.03% 1-Year Est. Return
First Financial Bank - Trust Division
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
SteelPeak Wealth
SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return
OFS Enterprise
OFS Enterprise Kearney, Nebraska $382M AUM
Edge Wealth Management
Edge Wealth Management New York $666M AUM 17.64% 1-Year Est. Return

Jessup Wealth Management's IWM Position: Q3 2026 in Review

Jessup Wealth Management reduced its iShares Russell 2000 ETF (IWM) stake by 4.4% in Q3 2026, selling an estimated $129K and leaving 9,631 shares worth $2.68M. The position accounts for 0.56% of the portfolio, ranked #25.

Jessup Wealth Management first reported a position in IWM in Q4 2022 and has held it in 16 quarters since. The position peaked at $8.99M in Q1 2024. 755 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

  • Jessup Wealth Management held 9,631 shares of iShares Russell 2000 ETF worth $2.68M as of Q3 2026.
  • Jessup Wealth Management sold 440 iShares Russell 2000 ETF shares in Q3 2026, an estimated $129K.
  • iShares Russell 2000 ETF made up 0.56% of Jessup Wealth Management's portfolio in Q3 2026, its #25 holding.
  • Jessup Wealth Management first reported a position in iShares Russell 2000 ETF in Q4 2022 and has held it in 16 quarters since.
  • Jessup Wealth Management's iShares Russell 2000 ETF position peaked at $8.99M in Q1 2024.
  • 755 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on Jessup Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.