Johnson & White Wealth Management
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Johnson & White Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History

Johnson & White 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
Q3 		$908K Sell
3,267
-82
-2% -$24.1K 0.33% 60
2026
Q2 		$1.01M Buy
3,349
+137
+4% +$38.5K 0.38% 57
2026
Q1 		$797K Sell
3,212
-87
-3% -$22.4K 0.34% 60
2025
Q4 		$812K Sell
3,299
-238
-7% -$58.5K 0.35% 59
2025
Q3 		$856K Buy
3,537
+33
+0.9% +$7.57K 0.39% 56
2025
Q2 		$756K Buy
3,504
+74
+2% +$14.9K 0.38% 53
2025
Q1 		$684K Buy
3,430
+43
+1% +$9.33K 0.38% 56
2024
Q4 		$749K Buy
+3,387
New +$772K 0.45% 49
2024
Q2 		– Sell
-3,149
Closed -$662K – 68
2024
Q1 		$662K Buy
3,149
+421
+15% +$84K 0.48% 51
2023
Q4 		$548K Buy
2,728
+225
+9% +$40.3K 0.45% 50
2023
Q3 		$442K Buy
+2,503
New +$470K 0.4% 55
2023
Q2 		– Sell
-2,662
Closed -$475K – 54
2023
Q1 		$475K Sell
2,662
-22,942
-90% -$4.22M 0.42% 54
2022
Q4 		$815K Buy
25,604
+22,730
+791% +$4.04M 0.82% 31
2022
Q3 		$474K Buy
+2,874
New +$524K 0.53% 47

Other funds holding IWM

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Johnson & White Wealth Management's IWM Position: Q3 2026 in Review

Johnson & White Wealth Management reduced its iShares Russell 2000 ETF (IWM) stake by 2.4% in Q3 2026, selling an estimated $24.1K and leaving 3,267 shares worth $908K. The position accounts for 0.33% of the portfolio, ranked #60.

Johnson & White Wealth Management first reported a position in IWM in Q3 2022 and has held it in 14 quarters since. The position peaked at $1.01M in Q2 2026. 1,878 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

  • Johnson & White Wealth Management held 3,267 shares of iShares Russell 2000 ETF worth $908K as of Q3 2026.
  • Johnson & White Wealth Management sold 82 iShares Russell 2000 ETF shares in Q3 2026, an estimated $24.1K.
  • iShares Russell 2000 ETF made up 0.33% of Johnson & White Wealth Management's portfolio in Q3 2026, its #60 holding.
  • Johnson & White Wealth Management first reported a position in iShares Russell 2000 ETF in Q3 2022 and has held it in 14 quarters since.
  • Johnson & White Wealth Management's iShares Russell 2000 ETF position peaked at $1.01M in Q2 2026.
  • 1,878 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on Johnson & White Wealth Management's 13F filing for Q3 2026, filed 3 Nov 2026.