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 Q2	$334K	Buy	1,113 +358	+47%	+$101K	0.03%	113
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 $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

JTC Employer Solutions Trustee's IWM Position: Q2 2026 in Review

JTC Employer Solutions Trustee increased its iShares Russell 2000 ETF (IWM) stake by 47% in Q2 2026, buying an estimated $101K and bringing the position to 1,113 shares worth $334K. The position accounts for 0.03% of the portfolio, ranked #113.

JTC Employer Solutions Trustee first reported a position in IWM in Q3 2022 and has held it in 10 quarters since. 2,740 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

JTC Employer Solutions Trustee held 1,113 shares of iShares Russell 2000 ETF worth $334K as of Q2 2026.
JTC Employer Solutions Trustee bought 358 iShares Russell 2000 ETF shares in Q2 2026, an estimated $101K.
iShares Russell 2000 ETF made up 0.03% of JTC Employer Solutions Trustee's portfolio in Q2 2026, its #113 holding.
JTC Employer Solutions Trustee first reported a position in iShares Russell 2000 ETF in Q3 2022 and has held it in 10 quarters since.
2,740 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on JTC Employer Solutions Trustee's 13F filing for Q2 2026, filed 31 Jul 2026.