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

Jump 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 		$384M Sell
1,548,574
-106,454
-6% -$27.5M 5.12% 1
2025
Q4 		$407M Buy
1,655,028
+1,237,915
+297% +$304M 5% 1
2025
Q3 		$101M Sell
417,113
-443,217
-52% -$102M 1.21% 4
2025
Q2 		$186M Buy
860,330
+737,984
+603% +$149M 2.04% 3
2025
Q1 		$24.4M Buy
+122,346
New +$26.5M 0.34% 76
2024
Q2 		– Sell
-15,983
Closed -$3.36M – 2025
2024
Q1 		$3.36M Sell
15,983
-522,727
-97% -$104M 0.09% 246
2023
Q4 		$108M Buy
+538,710
New +$96.5M 3.44% 2
2023
Q3 		– Sell
-83,294
Closed -$15.6M – 2046
2023
Q2 		$15.6M Buy
+83,294
New +$14.9M 0.57% 6
2022
Q4 		– Sell
-107,496
Closed -$17.7M – 1809
2022
Q3 		$17.7M Sell
107,496
-56,449
-34% -$10.3M 0.69% 7
2022
Q2 		$27.8M Buy
163,945
+162,269
+9,682% +$29.9M 1.19% 5
2022
Q1 		$344K Sell
1,676
-7,142
-81% -$1.46M 0.01% 992
2021
Q4 		$1.96M Sell
8,818
-140,959
-94% -$31.9M 0.12% 208
2021
Q3 		$32.8M Sell
149,777
-45,970
-23% -$10.2M 2.37% 5
2021
Q2 		$44.9M Buy
195,747
+45,888
+31% +$10.3M 4.34% 2
2021
Q1 		$33.1M Buy
149,859
+53,457
+55% +$11.7M 3.09% 3
2020
Q4 		$18.9M Sell
96,402
-35,799
-27% -$6.26M 3.22% 1
2020
Q3 		$19.8M Buy
+132,201
New +$19.9M 3.98% 2

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

Jump Financial's IWM Position: Q1 2026 in Review

Jump Financial reduced its iShares Russell 2000 ETF (IWM) stake by 6.4% in Q1 2026, selling an estimated $27.5M and leaving 1,548,574 shares worth $384M. The position accounts for 5.12% of the portfolio, ranked #1.

Jump Financial first reported a position in IWM in Q3 2020 and has held it in 17 quarters since. The position peaked at $407M in Q4 2025. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Jump Financial held 1,548,574 shares of iShares Russell 2000 ETF worth $384M as of Q1 2026.
  • Jump Financial sold 106,454 iShares Russell 2000 ETF shares in Q1 2026, an estimated $27.5M.
  • iShares Russell 2000 ETF made up 5.12% of Jump Financial's portfolio in Q1 2026, its #1 holding.
  • Jump Financial first reported a position in iShares Russell 2000 ETF in Q3 2020 and has held it in 17 quarters since.
  • Jump Financial's iShares Russell 2000 ETF position peaked at $407M in Q4 2025.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Jump Financial's 13F filing for Q1 2026, filed 14 May 2026.