JF
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JSF Financial’s iShares Russell 2000 ETF IWM Stock Holding History

JSF Financial’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
Q1 		$1.01M Sell
4,063
-48
-1% -$12.4K 0.2% 69
2025
Q4 		$1.01M Sell
4,111
-153
-4% -$37.6K 0.21% 66
2025
Q3 		$1.03M Sell
4,264
-105
-2% -$24.1K 0.23% 64
2025
Q2 		$943K Buy
4,369
+100
+2% +$20.1K 0.22% 69
2025
Q1 		$852K Sell
4,269
-181
-4% -$39.3K 0.22% 68
2024
Q4 		$983K Sell
4,450
-36
-0.8% -$8.21K 0.26% 55
2024
Q3 		$991K Sell
4,486
-148
-3% -$31.7K 0.29% 50
2024
Q2 		$940K Sell
4,634
-336
-7% -$67.9K 0.29% 45
2024
Q1 		$1.05M Sell
4,970
-333
-6% -$66.4K 0.33% 40
2023
Q4 		$1.06M Sell
5,303
-51
-1% -$9.14K 0.37% 34
2023
Q3 		$946K Sell
5,354
-305
-5% -$57.3K 0.37% 33
2023
Q2 		$1.06M Sell
5,659
-26
-0.5% -$4.64K 0.37% 35
2023
Q1 		$1.01M Sell
5,685
-827
-13% -$152K 0.38% 38
2022
Q4 		$1.14M Sell
6,512
-614
-9% -$109K 0.42% 36
2022
Q3 		$1.18M Sell
7,126
-101
-1% -$18.4K 0.45% 33
2022
Q2 		$1.22M Sell
7,227
-330
-4% -$60.8K 0.55% 33
2022
Q1 		$1.55M Sell
7,557
-71,287
-90% -$14.5M 0.66% 26
2021
Q4 		$17.5M Buy
78,844
+70,225
+815% +$15.9M 8.53% 3
2021
Q3 		$1.89M Buy
8,619
+197
+2% +$43.7K 0.93% 14
2021
Q2 		$1.93M Sell
8,422
-160
-2% -$36K 1.14% 14
2021
Q1 		$1.9M Sell
8,582
-21
-0.2% -$4.58K 1.19% 12
2020
Q4 		$1.69M Sell
8,603
-574
-6% -$100K 1.18% 12
2020
Q3 		$1.38M Buy
9,177
+256
+3% +$38.5K 1.08% 13
2020
Q2 		$1.28M Sell
8,921
-1,591
-15% -$209K 1.11% 11
2020
Q1 		$1.2M Sell
10,512
-1,467
-12% -$219K 1.22% 13
2019
Q4 		$1.99M Sell
11,979
-450
-4% -$71.1K 1.96% 7
2019
Q3 		$1.88M Sell
12,429
-1,660
-12% -$253K 2.05% 7
2019
Q2 		$2.19M Buy
14,089
+485
+4% +$74.8K 2.38% 7
2019
Q1 		$2.08M Sell
13,604
-679
-5% -$102K 2.3% 8
2018
Q4 		$1.91M Buy
+14,283
New +$2.13M 1.96% 12

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

JSF Financial's IWM Position: Q1 2026 in Review

JSF Financial reduced its iShares Russell 2000 ETF (IWM) stake by 1.2% in Q1 2026, selling an estimated $12.4K and leaving 4,063 shares worth $1.01M. The position accounts for 0.2% of the portfolio, ranked #69.

JSF Financial first reported a position in IWM in Q4 2018 and has held it in 30 quarters since. The position peaked at $17.5M in Q4 2021. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • JSF Financial held 4,063 shares of iShares Russell 2000 ETF worth $1.01M as of Q1 2026.
  • JSF Financial sold 48 iShares Russell 2000 ETF shares in Q1 2026, an estimated $12.4K.
  • iShares Russell 2000 ETF made up 0.2% of JSF Financial's portfolio in Q1 2026, its #69 holding.
  • JSF Financial first reported a position in iShares Russell 2000 ETF in Q4 2018 and has held it in 30 quarters since.
  • JSF Financial's iShares Russell 2000 ETF position peaked at $17.5M in Q4 2021.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on JSF Financial's 13F filing for Q1 2026, filed 7 May 2026.