JTC Employer Solutions Trustee’s iShares Russell 2000 ETF IWM Stock Holding History

JTC Employer Solutions Trustee’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	$187K	Buy	755 +380	+101%	+$98K	0.02%	157
2025 Q4	$92K	Hold	375	–	–	0.01%	216
2025 Q3	$91K	Hold	375	–	–	0.01%	214
2025 Q2	$81K	Hold	375	–	–	0.01%	208
2025 Q1	$75K	Buy	+375	New	+$81.3K	0.01%	214
2023 Q3	–	Sell	-210	Closed	-$39K	–	362
2023 Q2	$39K	Hold	210	–	–	﹤0.01%	275
2023 Q1	$37K	Hold	210	–	–	﹤0.01%	286
2022 Q4	$37K	Hold	210	–	–	﹤0.01%	292
2022 Q3	$35K	Buy	+210	New	+$38.3K	0.01%	238

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

JTC Employer Solutions Trustee's IWM Position: Q1 2026 in Review

JTC Employer Solutions Trustee increased its iShares Russell 2000 ETF (IWM) stake by 101% in Q1 2026, buying an estimated $98K and bringing the position to 755 shares worth $187K. The position accounts for 0.02% of the portfolio, ranked #157.

JTC Employer Solutions Trustee first reported a position in IWM in Q3 2022 and has held it in 9 quarters since. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

JTC Employer Solutions Trustee held 755 shares of iShares Russell 2000 ETF worth $187K as of Q1 2026.
JTC Employer Solutions Trustee bought 380 iShares Russell 2000 ETF shares in Q1 2026, an estimated $98K.
iShares Russell 2000 ETF made up 0.02% of JTC Employer Solutions Trustee's portfolio in Q1 2026, its #157 holding.
JTC Employer Solutions Trustee first reported a position in iShares Russell 2000 ETF in Q3 2022 and has held it in 9 quarters since.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on JTC Employer Solutions Trustee's 13F filing for Q1 2026, filed 19 May 2026.