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

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. 955 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.
  • 955 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.