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 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 $1.37T 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

Lee Johnson Capital Management's IWM Position: Q1 2026 in Review

Lee Johnson Capital Management increased its iShares Russell 2000 ETF (IWM) stake by 3.9% in Q1 2026, buying an estimated $359K and bringing the position to 36,656 shares worth $9.09M. The position accounts for 3.26% of the portfolio, ranked #5.

Lee Johnson Capital Management first reported a position in IWM in Q1 2024 and has held it in 5 quarters since. The position peaked at $16.8M in Q1 2024. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Lee Johnson Capital Management held 36,656 shares of iShares Russell 2000 ETF worth $9.09M as of Q1 2026.
Lee Johnson Capital Management bought 1,392 iShares Russell 2000 ETF shares in Q1 2026, an estimated $359K.
iShares Russell 2000 ETF made up 3.26% of Lee Johnson Capital Management's portfolio in Q1 2026, its #5 holding.
Lee Johnson Capital Management first reported a position in iShares Russell 2000 ETF in Q1 2024 and has held it in 5 quarters since.
Lee Johnson Capital Management's iShares Russell 2000 ETF position peaked at $16.8M in Q1 2024.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Lee Johnson Capital Management's 13F filing for Q1 2026, filed 16 Apr 2026.