JVL Associates’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q3 | $2.62M | Hold |
9,416
| – | – | 0.75% | 22 |
|
|
2026
Q2 | $2.83M | Hold |
9,416
| – | – | 0.8% | 22 |
|
|
2026
Q1 | $2.34M | Hold |
9,416
| – | – | 0.78% | 22 |
|
|
2025
Q4 | $2.32M | Hold |
9,416
| – | – | 0.75% | 21 |
|
|
2025
Q3 | $2.28M | Hold |
9,416
| – | – | 0.75% | 21 |
|
|
2025
Q2 | $2.03M | Hold |
9,416
| – | – | 0.73% | 21 |
|
|
2025
Q1 | $1.88M | Hold |
9,416
| – | – | 0.76% | 20 |
|
|
2024
Q4 | $2.08M | Sell |
9,416
-16
| -0.2% | -$3.65K | 0.79% | 18 |
|
|
2024
Q3 | $2.08M | Buy |
9,432
+16
| +0.2% | +$3.42K | 0.8% | 17 |
|
|
2024
Q2 | $1.91M | Sell |
9,416
-200
| -2% | -$40.4K | 0.77% | 17 |
|
|
2024
Q1 | $2.02M | Hold |
9,616
| – | – | 0.83% | 16 |
|
|
2023
Q4 | $1.93M | Buy |
9,616
+2,183
| +29% | +$391K | 0.87% | 16 |
|
|
2023
Q3 | $1.31M | Buy |
7,433
+400
| +6% | +$75.1K | 0.68% | 17 |
|
|
2023
Q2 | $1.32M | Hold |
7,033
| – | – | 0.64% | 17 |
|
|
2023
Q1 | $1.25M | Hold |
7,033
| – | – | 0.66% | 18 |
|
|
2022
Q4 | $1.23M | Hold |
7,033
| – | – | 0.71% | 18 |
|
|
2022
Q3 | $1.16M | Hold |
7,033
| – | – | 0.7% | 16 |
|
|
2022
Q2 | $1.19M | Hold |
7,033
| – | – | 0.83% | 17 |
|
|
2022
Q1 | $1.44M | Hold |
7,033
| – | – | 0.9% | 17 |
|
|
2021
Q4 | $1.56M | Hold |
7,033
| – | – | 0.98% | 17 |
|
|
2021
Q3 | $1.54M | Hold |
7,033
| – | – | 1.06% | 17 |
|
|
2021
Q2 | $1.61M | Hold |
7,033
| – | – | 1.11% | 16 |
|
|
2021
Q1 | $1.55M | Sell |
7,033
-159
| -2% | -$34.7K | 1.15% | 16 |
|
|
2020
Q4 | $1.41M | Hold |
7,192
| – | – | 1.12% | 16 |
|
|
2020
Q3 | $1.08M | Hold |
7,192
| – | – | 1.02% | 19 |
|
|
2020
Q2 | $1.03M | Sell |
7,192
-1,642
| -19% | -$215K | 1.08% | 19 |
|
|
2020
Q1 | $1.01M | Hold |
8,834
| – | – | 1.22% | 22 |
|
|
2019
Q4 | $1.46M | Hold |
8,834
| – | – | 1.37% | 16 |
|
|
2019
Q3 | $1.34M | Hold |
8,834
| – | – | 1.09% | 19 |
|
|
2019
Q2 | $1.37M | Hold |
8,834
| – | – | 1.16% | 18 |
|
|
2019
Q1 | $1.35M | Hold |
8,834
| – | – | 1.25% | 20 |
|
|
2018
Q4 | $1.18M | Sell |
8,834
-625
| -7% | -$93.3K | 1.31% | 20 |
|
|
2018
Q3 | $1.59M | Hold |
9,459
| – | – | 1.5% | 18 |
|
|
2018
Q2 | $1.55M | Hold |
9,459
| – | – | 1.51% | 18 |
|
|
2018
Q1 | $1.44M | Hold |
9,459
| – | – | 1.44% | 18 |
|
|
2017
Q4 | $1.44M | Buy |
+9,459
| New | +$1.42M | 1.46% | 17 |
|
Other funds holding IWM
JVL Associates's IWM Position: Q3 2026 in Review
JVL Associates held its iShares Russell 2000 ETF (IWM) position steady in Q3 2026 at 9,416 shares worth $2.62M. The position accounts for 0.75% of the portfolio, ranked #22.
JVL Associates first reported a position in IWM in Q4 2017 and has held it in 36 quarters since. The position peaked at $2.83M in Q2 2026. 1,680 funds tracked by Wall St. Rank hold IWM as of Q3 2026.
- JVL Associates held 9,416 shares of iShares Russell 2000 ETF worth $2.62M as of Q3 2026.
- JVL Associates left its iShares Russell 2000 ETF share count unchanged in Q3 2026.
- iShares Russell 2000 ETF made up 0.75% of JVL Associates's portfolio in Q3 2026, its #22 holding.
- JVL Associates first reported a position in iShares Russell 2000 ETF in Q4 2017 and has held it in 36 quarters since.
- JVL Associates's iShares Russell 2000 ETF position peaked at $2.83M in Q2 2026.
- 1,680 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.
Based on JVL Associates's 13F filing for Q3 2026, filed 9 Oct 2026.