JWWM
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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
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

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

Johnson & White Wealth Management's IWM Position: Q2 2026 in Review

Johnson & White Wealth Management increased its iShares Russell 2000 ETF (IWM) stake by 4.3% in Q2 2026, buying an estimated $38.5K and bringing the position to 3,349 shares worth $1.01M. The position accounts for 0.38% of the portfolio, ranked #57.

Johnson & White Wealth Management first reported a position in IWM in Q3 2022 and has held it in 13 quarters since. 1,116 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Johnson & White Wealth Management held 3,349 shares of iShares Russell 2000 ETF worth $1.01M as of Q2 2026.
  • Johnson & White Wealth Management bought 137 iShares Russell 2000 ETF shares in Q2 2026, an estimated $38.5K.
  • iShares Russell 2000 ETF made up 0.38% of Johnson & White Wealth Management's portfolio in Q2 2026, its #57 holding.
  • Johnson & White Wealth Management first reported a position in iShares Russell 2000 ETF in Q3 2022 and has held it in 13 quarters since.
  • 1,116 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Johnson & White Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.