JWA
IWM icon

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
2020
Q4 		– Sell
-100
Closed -$15K – 603
2020
Q3 		$15K Buy
+100
New +$15K ﹤0.01% 351

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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. 2,734 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.
  • 2,734 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.