JWM
IWM icon

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

JGP 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
2026
Q2 		$740K Sell
2,464
-65
-3% -$18.3K 0.07% 126
2026
Q1 		$627K Sell
2,529
-43
-2% -$11.1K 0.07% 131
2025
Q4 		$633K Buy
2,572
+1,324
+106% +$326K 0.07% 133
2025
Q3 		$305K Sell
1,248
-9
-0.7% -$2.06K 0.03% 166
2025
Q2 		$271K Sell
1,257
-38
-3% -$7.65K 0.03% 176
2025
Q1 		$258K Hold
1,295
– – 0.03% 166
2024
Q4 		$286K Hold
1,295
– – 0.04% 158
2024
Q3 		$286K Hold
1,295
– – 0.04% 153
2024
Q2 		$263K Hold
1,295
– – 0.04% 152
2024
Q1 		$272K Hold
1,295
– – 0.04% 149
2023
Q4 		$260K Hold
1,295
– – 0.04% 150
2023
Q3 		$229K Hold
1,295
– – 0.04% 144
2023
Q2 		$243K Hold
1,295
– – 0.04% 141
2023
Q1 		$231K Hold
1,295
– – 0.04% 140
2022
Q4 		$226K Hold
1,295
– – 0.04% 139
2022
Q3 		$218K Hold
1,295
– – 0.05% 140
2022
Q2 		$222K Hold
1,295
– – 0.04% 137
2022
Q1 		$256K Sell
1,295
-125
-9% -$25.5K 0.05% 145
2021
Q4 		$309K Buy
1,420
+125
+10% +$28.2K 0.06% 137
2021
Q3 		$283K Hold
1,295
– – 0.06% 134
2021
Q2 		$297K Hold
1,295
– – 0.06% 132
2021
Q1 		$286K Hold
1,295
– – 0.06% 129
2020
Q4 		$283K Hold
1,295
– – 0.07% 127
2020
Q3 		$207K Buy
+1,295
New +$195K 0.06% 128

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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

JGP Wealth Management's IWM Position: Q2 2026 in Review

JGP Wealth Management reduced its iShares Russell 2000 ETF (IWM) stake by 2.6% in Q2 2026, selling an estimated $18.3K and leaving 2,464 shares worth $740K. The position accounts for 0.07% of the portfolio, ranked #126.

JGP Wealth Management first reported a position in IWM in Q3 2020 and has held it in 24 quarters since. 1,115 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • JGP Wealth Management held 2,464 shares of iShares Russell 2000 ETF worth $740K as of Q2 2026.
  • JGP Wealth Management sold 65 iShares Russell 2000 ETF shares in Q2 2026, an estimated $18.3K.
  • iShares Russell 2000 ETF made up 0.07% of JGP Wealth Management's portfolio in Q2 2026, its #126 holding.
  • JGP Wealth Management first reported a position in iShares Russell 2000 ETF in Q3 2020 and has held it in 24 quarters since.
  • 1,115 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on JGP Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.