MJT & Associates Financial Advisory’s iShares Russell 2000 ETF IWM Stock Holding History

MJT & Associates Financial Advisory’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	$146K	Sell	485 -8	-2%	-$2.25K	0.1%	55
2026 Q1	$122K	Hold	493	–	–	0.09%	55
2025 Q4	$121K	Hold	493	–	–	0.09%	54
2025 Q3	$119K	Sell	493 -1	-0.2%	-$229	0.1%	54
2025 Q2	$107K	Hold	494	–	–	0.13%	67
2025 Q1	$98.5K	Buy	+494	New	+$107K	0.09%	79

Other funds holding IWM

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

AIA

Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return

AHC

Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return

CIG

Consolidated Investment Group Englewood, Colorado $1.15B AUM 55.26% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MJT & Associates Financial Advisory's IWM Position: Q2 2026 in Review

MJT & Associates Financial Advisory reduced its iShares Russell 2000 ETF (IWM) stake by 1.6% in Q2 2026, selling an estimated $2.25K and leaving 485 shares worth $146K. The position accounts for 0.1% of the portfolio, ranked #55.

MJT & Associates Financial Advisory first reported a position in IWM in Q1 2025 and has held it in 6 quarters since. 742 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

MJT & Associates Financial Advisory held 485 shares of iShares Russell 2000 ETF worth $146K as of Q2 2026.
MJT & Associates Financial Advisory sold 8 iShares Russell 2000 ETF shares in Q2 2026, an estimated $2.25K.
iShares Russell 2000 ETF made up 0.1% of MJT & Associates Financial Advisory's portfolio in Q2 2026, its #55 holding.
MJT & Associates Financial Advisory first reported a position in iShares Russell 2000 ETF in Q1 2025 and has held it in 6 quarters since.
742 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q2 2026, filed 6 Jul 2026.