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JFS Wealth Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

JFS Wealth Advisors’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 		$8.24M Sell
27,427
-147
-0.5% -$41.3K 0.41% 46
2026
Q1 		$6.84M Buy
27,574
+14
+0.1% +$3.61K 0.38% 50
2025
Q4 		$6.78M Sell
27,560
-335
-1% -$82.4K 0.38% 51
2025
Q3 		$6.75M Buy
27,895
+1,298
+5% +$298K 0.39% 46
2025
Q2 		$5.74M Buy
26,597
+1,958
+8% +$394K 0.37% 47
2025
Q1 		$4.92M Sell
24,639
-3,513
-12% -$762K 0.33% 52
2024
Q4 		$6.22M Buy
28,152
+1,157
+4% +$264K 0.43% 41
2024
Q3 		$5.96M Buy
26,995
+3,377
+14% +$723K 0.4% 44
2024
Q2 		$4.79M Sell
23,618
-88
-0.4% -$17.8K 0.38% 46
2024
Q1 		$4.99M Buy
23,706
+3,158
+15% +$630K 0.4% 43
2023
Q4 		$4.12M Buy
20,548
+558
+3% +$100K 0.35% 49
2023
Q3 		$3.53M Sell
19,990
-547
-3% -$103K 0.33% 50
2023
Q2 		$3.85M Sell
20,537
-280
-1% -$49.9K 0.35% 49
2023
Q1 		$3.71M Sell
20,817
-42
-0.2% -$7.73K 0.35% 49
2022
Q4 		$3.64M Sell
20,859
-3,926
-16% -$698K 0.36% 50
2022
Q3 		$4.09M Buy
24,785
+1,155
+5% +$211K 0.45% 41
2022
Q2 		$4M Buy
23,630
+267
+1% +$49.2K 0.42% 41
2022
Q1 		$4.8M Sell
23,363
-133
-0.6% -$27.1K 0.45% 40
2021
Q4 		$5.23M Buy
23,496
+1,625
+7% +$367K 0.49% 39
2021
Q3 		$4.78M Buy
21,871
+14,730
+206% +$3.27M 0.49% 39
2021
Q2 		$1.64M Sell
7,141
-420
-6% -$94.4K 0.24% 65
2021
Q1 		$1.67M Sell
7,561
-42
-0.6% -$9.17K 0.34% 55
2020
Q4 		$1.49M Buy
7,603
+6
+0.1% +$1.05K 0.31% 61
2020
Q3 		$1.14M Sell
7,597
-513
-6% -$77.2K 0.27% 68
2020
Q2 		$1.16M Buy
8,110
+1,298
+19% +$170K 0.3% 62
2020
Q1 		$780K Sell
6,812
-78
-1% -$11.6K 0.23% 73
2019
Q4 		$1.14M Sell
6,890
-9
-0.1% -$1.42K 0.28% 68
2019
Q3 		$1.04M Sell
6,899
-298
-4% -$45.5K 0.27% 71
2019
Q2 		$1.12M Sell
7,197
-767
-10% -$118K 0.28% 67
2019
Q1 		$1.22M Sell
7,964
-223
-3% -$33.5K 0.32% 60
2018
Q4 		$1.1M Sell
8,187
-199
-2% -$29.7K 0.29% 65
2018
Q3 		$1.41M Buy
8,386
+220
+3% +$37.1K 0.36% 55
2018
Q2 		$1.34M Sell
8,166
-139
-2% -$22.2K 0.35% 55
2018
Q1 		$1.26M Sell
8,305
-2,051
-20% -$317K 0.33% 55
2017
Q4 		$1.58M Sell
10,356
-307
-3% -$46.1K 0.39% 54
2017
Q3 		$1.58M Buy
10,663
+2,724
+34% +$383K 0.41% 54
2017
Q2 		$1.12M Sell
7,939
-1,395
-15% -$193K 0.31% 59
2017
Q1 		$1.26M Hold
9,334
– – 0.34% 63
2016
Q4 		$1.26M Buy
9,334
+659
+8% +$84.2K 0.34% 63
2016
Q3 		$1.08M Sell
8,675
-1,925
-18% -$234K 0.31% 65
2016
Q2 		$1.22M Buy
10,600
+585
+6% +$66K 0.34% 62
2016
Q1 		$1.11M Sell
10,015
-2,207
-18% -$228K 0.33% 62
2015
Q4 		$1.38M Buy
12,222
+9,731
+391% +$1.12M 0.4% 58
2015
Q3 		$272K Sell
2,491
-1,363
-35% -$162K 0.12% 86
2015
Q2 		$481K Sell
3,854
-361
-9% -$45.1K 0.25% 55
2015
Q1 		$524K Buy
4,215
+318
+8% +$38.3K 0.25% 55
2014
Q4 		$466K Sell
3,897
-314
-7% -$35.9K 0.07% 56
2014
Q3 		$460K Sell
4,211
-1,019
-19% -$117K 0.08% 47
2014
Q2 		$621K Sell
5,230
-4,750
-48% -$539K 0.11% 44
2014
Q1 		$1.16M Sell
9,980
-2,725
-21% -$314K 0.64% 32
2013
Q4 		$1.47M Buy
12,705
+1,354
+12% +$150K 0.64% 35
2013
Q3 		$1.21M Sell
11,351
-1,986
-15% -$205K 0.57% 39
2013
Q2 		$1.29M Buy
+13,337
New +$1.27M 0.65% 36

Other funds holding IWM

CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return

JFS Wealth Advisors's IWM Position: Q2 2026 in Review

JFS Wealth Advisors reduced its iShares Russell 2000 ETF (IWM) stake by 0.53% in Q2 2026, selling an estimated $41.3K and leaving 27,427 shares worth $8.24M. The position accounts for 0.41% of the portfolio, ranked #46.

JFS Wealth Advisors first reported a position in IWM in Q2 2013 and has held it in 53 quarters since. 936 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • JFS Wealth Advisors held 27,427 shares of iShares Russell 2000 ETF worth $8.24M as of Q2 2026.
  • JFS Wealth Advisors sold 147 iShares Russell 2000 ETF shares in Q2 2026, an estimated $41.3K.
  • iShares Russell 2000 ETF made up 0.41% of JFS Wealth Advisors's portfolio in Q2 2026, its #46 holding.
  • JFS Wealth Advisors first reported a position in iShares Russell 2000 ETF in Q2 2013 and has held it in 53 quarters since.
  • 936 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.