JMG Financial Group’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $7.4M | Sell |
29,830
-1,389
| -4% | -$358K | 0.2% | 32 |
|
|
2025
Q4 | $7.68M | Buy |
31,219
+625
| +2% | +$154K | 0.22% | 32 |
|
|
2025
Q3 | $7.4M | Buy |
30,594
+38
| +0.1% | +$8.72K | 0.21% | 33 |
|
|
2025
Q2 | $6.59M | Sell |
30,556
-1,459
| -5% | -$294K | 0.2% | 33 |
|
|
2025
Q1 | $6.39M | Sell |
32,015
-1,475
| -4% | -$320K | 0.22% | 32 |
|
|
2024
Q4 | $7.4M | Sell |
33,490
-14
| -0% | -$3.19K | 0.25% | 31 |
|
|
2024
Q3 | $7.4M | Buy |
33,504
+154
| +0.5% | +$33K | 0.25% | 30 |
|
|
2024
Q2 | $6.77M | Buy |
33,350
+550
| +2% | +$111K | 0.25% | 31 |
|
|
2024
Q1 | $6.9M | Sell |
32,800
-504
| -2% | -$101K | 0.26% | 31 |
|
|
2023
Q4 | $6.68M | Sell |
33,304
-1,544
| -4% | -$277K | 0.28% | 31 |
|
|
2023
Q3 | $6.16M | Sell |
34,848
-908
| -3% | -$170K | 0.3% | 30 |
|
|
2023
Q2 | $6.7M | Sell |
35,756
-180
| -0.5% | -$32.1K | 0.31% | 30 |
|
|
2023
Q1 | $6.41M | Sell |
35,936
-1,509
| -4% | -$278K | 0.33% | 29 |
|
|
2022
Q4 | $6.53M | Sell |
37,445
-1,370
| -4% | -$244K | 0.36% | 27 |
|
|
2022
Q3 | $6.4M | Buy |
38,815
+74
| +0.2% | +$13.5K | 0.42% | 25 |
|
|
2022
Q2 | $6.56M | Sell |
38,741
-647
| -2% | -$119K | 0.41% | 25 |
|
|
2022
Q1 | $8.09M | Sell |
39,388
-340
| -0.9% | -$69.4K | 0.41% | 27 |
|
|
2021
Q4 | $8.84M | Sell |
39,728
-326
| -0.8% | -$73.7K | 0.45% | 23 |
|
|
2021
Q3 | $8.76M | Buy |
40,054
+234
| +0.6% | +$51.9K | 0.49% | 23 |
|
|
2021
Q2 | $9.13M | Sell |
39,820
-319
| -0.8% | -$71.7K | 0.51% | 24 |
|
|
2021
Q1 | $8.87M | Sell |
40,139
-4,426
| -10% | -$966K | 0.55% | 23 |
|
|
2020
Q4 | $8.74M | Buy |
44,565
+132
| +0.3% | +$23.1K | 0.6% | 23 |
|
|
2020
Q3 | $6.66M | Sell |
44,433
-3,510
| -7% | -$528K | 0.54% | 23 |
|
|
2020
Q2 | $6.86M | Sell |
47,943
-934
| -2% | -$123K | 0.6% | 23 |
|
|
2020
Q1 | $5.59M | Sell |
48,877
-908
| -2% | -$135K | 0.6% | 22 |
|
|
2019
Q4 | $8.25M | Sell |
49,785
-1,907
| -4% | -$301K | 0.8% | 21 |
|
|
2019
Q3 | $7.82M | Sell |
51,692
-1,498
| -3% | -$229K | 0.82% | 22 |
|
|
2019
Q2 | $8.27M | Sell |
53,190
-490
| -0.9% | -$75.5K | 0.89% | 21 |
|
|
2019
Q1 | $8.22M | Sell |
53,680
-4,946
| -8% | -$743K | 0.96% | 21 |
|
|
2018
Q4 | $7.85M | Sell |
58,626
-53
| -0.1% | -$7.91K | 0.9% | 22 |
|
|
2018
Q3 | $9.89M | Buy |
58,679
+1,036
| +2% | +$175K | 1.04% | 18 |
|
|
2018
Q2 | $9.44M | Buy |
57,643
+26,118
| +83% | +$4.18M | 1.04% | 18 |
|
|
2018
Q1 | $4.79M | Sell |
31,525
-1,967
| -6% | -$304K | 0.56% | 23 |
|
|
2017
Q4 | $5.11M | Sell |
33,492
-761
| -2% | -$114K | 0.61% | 23 |
|
|
2017
Q3 | $5.08M | Sell |
34,253
-8,589
| -20% | -$1.21M | 0.65% | 23 |
|
|
2017
Q2 | $6.04M | Sell |
42,842
-3,721
| -8% | -$515K | 0.75% | 23 |
|
|
2017
Q1 | $6.4M | Sell |
46,563
-2,652
| -5% | -$362K | 0.84% | 23 |
|
|
2016
Q4 | $6.64M | Sell |
49,215
-3,553
| -7% | -$454K | 1.01% | 24 |
|
|
2016
Q3 | $6.55M | Sell |
52,768
-2,210
| -4% | -$269K | 1.07% | 21 |
|
|
2016
Q2 | $6.32M | Sell |
54,978
-1,339
| -2% | -$151K | 1.09% | 21 |
|
|
2016
Q1 | $6.23M | Sell |
56,317
-10,222
| -15% | -$1.06M | 1.17% | 21 |
|
|
2015
Q4 | $7.49M | Sell |
66,539
-1,312
| -2% | -$151K | 1.58% | 19 |
|
|
2015
Q3 | $7.41M | Sell |
67,851
-490
| -0.7% | -$58.1K | 1.82% | 17 |
|
|
2015
Q2 | $8.53M | Buy |
68,341
+319
| +0.5% | +$39.9K | 1.97% | 17 |
|
|
2015
Q1 | $8.46M | Buy |
68,022
+2,289
| +3% | +$276K | 1.98% | 17 |
|
|
2014
Q4 | $7.86M | Buy |
65,733
+23,464
| +56% | +$2.68M | 2.05% | 16 |
|
|
2014
Q3 | $4.62M | Buy |
42,269
+775
| +2% | +$88.7K | 1.28% | 19 |
|
|
2014
Q2 | $4.93M | Sell |
41,494
-2,690
| -6% | -$306K | 1.39% | 17 |
|
|
2014
Q1 | $5.14M | Sell |
44,184
-612
| -1% | -$70.6K | 1.57% | 17 |
|
|
2013
Q4 | $5.17M | Sell |
44,796
-9,788
| -18% | -$1.08M | 1.53% | 16 |
|
|
2013
Q3 | $5.82M | Sell |
54,584
-2,547
| -4% | -$264K | 1.89% | 14 |
|
|
2013
Q2 | $5.54M | Buy |
+57,131
| New | +$5.46M | 1.88% | 14 |
|
Other funds holding IWM
JMG Financial Group's IWM Position: Q1 2026 in Review
JMG Financial Group reduced its iShares Russell 2000 ETF (IWM) stake by 4.4% in Q1 2026, selling an estimated $358K and leaving 29,830 shares worth $7.4M. The position accounts for 0.2% of the portfolio, ranked #32.
JMG Financial Group first reported a position in IWM in Q2 2013 and has held it in 52 quarters since. The position peaked at $9.89M in Q3 2018. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.
- JMG Financial Group held 29,830 shares of iShares Russell 2000 ETF worth $7.4M as of Q1 2026.
- JMG Financial Group sold 1,389 iShares Russell 2000 ETF shares in Q1 2026, an estimated $358K.
- iShares Russell 2000 ETF made up 0.2% of JMG Financial Group's portfolio in Q1 2026, its #32 holding.
- JMG Financial Group first reported a position in iShares Russell 2000 ETF in Q2 2013 and has held it in 52 quarters since.
- JMG Financial Group's iShares Russell 2000 ETF position peaked at $9.89M in Q3 2018.
- 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.
Based on JMG Financial Group's 13F filing for Q1 2026, filed 7 May 2026.