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Journey Advisory Group’s iShares Russell 2000 ETF IWM Stock Holding History

Journey Advisory Group’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 		$369K Sell
1,227
-333
-21% -$93.6K 0.03% 227
2026
Q1 		$387K Sell
1,560
-528
-25% -$136K 0.03% 198
2025
Q4 		$514K Sell
2,088
-48
-2% -$11.8K 0.04% 188
2025
Q3 		$517K Buy
2,136
+1,000
+88% +$229K 0.04% 189
2025
Q2 		$245K Buy
1,136
+13
+1% +$2.62K 0.02% 259
2025
Q1 		$224K Buy
1,123
+58
+5% +$12.6K 0.02% 262
2024
Q4 		$216K Hold
1,065
– – 0.03% 218
2024
Q3 		$216K Sell
1,065
-52
-5% -$11.1K 0.03% 218
2024
Q2 		$227K Sell
1,117
-200
-15% -$40.4K 0.03% 213
2024
Q1 		$277K Hold
1,317
– – 0.03% 206
2023
Q4 		$264K Buy
+1,317
New +$236K 0.04% 186
2023
Q3 		– Sell
-1,182
Closed -$221K – 220
2023
Q2 		$221K Sell
1,182
-36
-3% -$6.42K 0.03% 215
2023
Q1 		$217K Sell
1,218
-1
-0.1% -$184 0.03% 224
2022
Q4 		$213K Sell
1,219
-1,319
-52% -$235K 0.05% 212
2022
Q3 		$419K Buy
2,538
+237
+10% +$43.2K 0.11% 159
2022
Q2 		$431K Buy
2,301
+338
+17% +$62.3K 0.1% 168
2022
Q1 		$403K Sell
1,963
-65
-3% -$13.3K 0.1% 158
2021
Q4 		$451K Hold
2,028
– – 0.12% 147
2021
Q3 		$444K Sell
2,028
-25
-1% -$5.54K 0.14% 127
2021
Q2 		$471K Hold
2,053
– – 0.15% 122
2021
Q1 		$454K Hold
2,053
– – 0.16% 115
2020
Q4 		$403K Buy
+2,053
New +$359K 0.15% 116

Other funds holding IWM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
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

Journey Advisory Group's IWM Position: Q2 2026 in Review

Journey Advisory Group reduced its iShares Russell 2000 ETF (IWM) stake by 21% in Q2 2026, selling an estimated $93.6K and leaving 1,227 shares worth $369K. The position accounts for 0.03% of the portfolio, ranked #227.

Journey Advisory Group first reported a position in IWM in Q4 2020 and has held it in 22 quarters since. The position peaked at $517K in Q3 2025. 2,076 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Journey Advisory Group held 1,227 shares of iShares Russell 2000 ETF worth $369K as of Q2 2026.
  • Journey Advisory Group sold 333 iShares Russell 2000 ETF shares in Q2 2026, an estimated $93.6K.
  • iShares Russell 2000 ETF made up 0.03% of Journey Advisory Group's portfolio in Q2 2026, its #227 holding.
  • Journey Advisory Group first reported a position in iShares Russell 2000 ETF in Q4 2020 and has held it in 22 quarters since.
  • Journey Advisory Group's iShares Russell 2000 ETF position peaked at $517K in Q3 2025.
  • 2,076 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Journey Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.