Lee Johnson Capital Management’s iShares Russell 2000 ETF IWM Stock Holding History

Lee Johnson Capital Management’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	$5.47M	Sell	18,212 -18,444	-50%	-$5.18M	1.71%	23
2026 Q1	$9.09M	Buy	36,656 +1,392	+4%	+$359K	3.26%	5
2025 Q4	$8.68M	Buy	35,264 +454	+1%	+$112K	2.98%	5
2025 Q3	$8.42M	Sell	34,810 -4,421	-11%	-$1.01M	2.8%	5
2025 Q2	$8.47M	Buy	+39,231	New	+$7.89M	2.91%	4
2024 Q2	–	Sell	-79,675	Closed	-$16.8M	–	19
2024 Q1	$16.8M	Buy	+79,675	New	+$15.9M	8.71%	3

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

Lee Johnson Capital Management's IWM Position: Q2 2026 in Review

Lee Johnson Capital Management reduced its iShares Russell 2000 ETF (IWM) stake by 50% in Q2 2026, selling an estimated $5.18M and leaving 18,212 shares worth $5.47M. The position accounts for 1.71% of the portfolio, ranked #23.

Lee Johnson Capital Management first reported a position in IWM in Q1 2024 and has held it in 6 quarters since. The position peaked at $16.8M in Q1 2024. 2,730 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Lee Johnson Capital Management held 18,212 shares of iShares Russell 2000 ETF worth $5.47M as of Q2 2026.
Lee Johnson Capital Management sold 18,444 iShares Russell 2000 ETF shares in Q2 2026, an estimated $5.18M.
iShares Russell 2000 ETF made up 1.71% of Lee Johnson Capital Management's portfolio in Q2 2026, its #23 holding.
Lee Johnson Capital Management first reported a position in iShares Russell 2000 ETF in Q1 2024 and has held it in 6 quarters since.
Lee Johnson Capital Management's iShares Russell 2000 ETF position peaked at $16.8M in Q1 2024.
2,730 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Lee Johnson Capital Management's 13F filing for Q2 2026, filed 7 Aug 2026.