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Ross\Johnson & Associates’s iShares Russell 2000 ETF IWM Stock Holding History

Ross\Johnson & Associates’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 		$61.1K Hold
230
– – 0.96% 21
2026
Q1 		$57K Hold
230
– – 1.03% 15
2025
Q4 		$56.6K Sell
230
-14
-6% -$3.44K 1.05% 19
2025
Q3 		$59.1K Buy
244
+1
+0.4% +$229 1.11% 17
2025
Q2 		$52.5K Buy
243
+2
+0.8% +$402 1.08% 14
2025
Q1 		$48.1K Buy
241
+33
+16% +$7.16K 0.83% 17
2024
Q4 		$46K Buy
+208
New +$47.4K 1.06% 13

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Treasurer of the State of North Carolina
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
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ross\Johnson & Associates's IWM Position: Q2 2026 in Review

Ross\Johnson & Associates held its iShares Russell 2000 ETF (IWM) position steady in Q2 2026 at 230 shares worth $61.1K. The position accounts for 0.96% of the portfolio, ranked #21.

Ross\Johnson & Associates first reported a position in IWM in Q4 2024 and has held it in 7 quarters since. 2,727 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Ross\Johnson & Associates held 230 shares of iShares Russell 2000 ETF worth $61.1K as of Q2 2026.
  • Ross\Johnson & Associates left its iShares Russell 2000 ETF share count unchanged in Q2 2026.
  • iShares Russell 2000 ETF made up 0.96% of Ross\Johnson & Associates's portfolio in Q2 2026, its #21 holding.
  • Ross\Johnson & Associates first reported a position in iShares Russell 2000 ETF in Q4 2024 and has held it in 7 quarters since.
  • 2,727 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Ross\Johnson & Associates's 13F filing for Q2 2026, filed 14 Aug 2026.