JAWA
IWM icon

John A. Wolfe & Associates’s iShares Russell 2000 ETF IWM Stock Holding History

John A. Wolfe & Associates’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 		$300K Hold
1,000
– – 0.41% 25
2026
Q1 		$248K Hold
1,000
– – 0.38% 25
2025
Q4 		$246K Buy
+1,000
New +$246K 0.13% 30

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

John A. Wolfe & Associates's IWM Position: Q2 2026 in Review

John A. Wolfe & Associates held its iShares Russell 2000 ETF (IWM) position steady in Q2 2026 at 1,000 shares worth $300K. The position accounts for 0.41% of the portfolio, ranked #25.

John A. Wolfe & Associates first reported a position in IWM in Q4 2025 and has held it in 3 quarters since. 2,722 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • John A. Wolfe & Associates held 1,000 shares of iShares Russell 2000 ETF worth $300K as of Q2 2026.
  • John A. Wolfe & Associates left its iShares Russell 2000 ETF share count unchanged in Q2 2026.
  • iShares Russell 2000 ETF made up 0.41% of John A. Wolfe & Associates's portfolio in Q2 2026, its #25 holding.
  • John A. Wolfe & Associates first reported a position in iShares Russell 2000 ETF in Q4 2025 and has held it in 3 quarters since.
  • 2,722 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on John A. Wolfe & Associates's 13F filing for Q2 2026, filed 30 Jul 2026.