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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JFG Wealth Management's IWM Position: Q1 2025 in Review

JFG Wealth Management sold out of iShares Russell 2000 ETF (IWM) in Q1 2025, closing a stake of 1,038 shares — an estimated $229K sold.

JFG Wealth Management first reported a position in IWM in Q4 2020 and held it in 5 quarters. The position peaked at $828K in Q1 2021. 2,365 funds tracked by Wall St. Rank hold IWM as of Q1 2025.

JFG Wealth Management reported no remaining iShares Russell 2000 ETF position as of Q1 2025 after selling out during the quarter.
JFG Wealth Management sold 1,038 iShares Russell 2000 ETF shares in Q1 2025, an estimated $229K.
JFG Wealth Management first reported a position in iShares Russell 2000 ETF in Q4 2020 and held it in 5 quarters.
JFG Wealth Management's iShares Russell 2000 ETF position peaked at $828K in Q1 2021.
2,365 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2025.

Based on JFG Wealth Management's 13F filing for Q1 2025, filed 12 May 2025.