JWM
IWM icon

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

JFG 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
2025
Q1 		– Sell
-1,038
Closed -$229K – 87
2024
Q4 		$229K Buy
1,038
+5
+0.5% +$1.14K 0.05% 92
2024
Q3 		$228K Buy
+1,033
New +$221K 0.06% 71
2023
Q1 		– Sell
-1,148
Closed -$200K – 38
2022
Q4 		$200K Buy
+1,148
New +$204K 0.07% 34
2021
Q2 		– Sell
-3,747
Closed -$828K – 46
2021
Q1 		$828K Hold
3,747
– – 0.46% 12
2020
Q4 		$734K Buy
+3,747
New +$656K 0.4% 22

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return