SJS Investment Consulting’s iShares Russell 2000 ETF IWM Stock Holding History

SJS Investment Consulting’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	$291K	Sell	969 -45	-4%	-$12.6K	0.03%	123
2026 Q1	$251K	Buy	1,014 +45	+5%	+$11.6K	0.03%	128
2025 Q4	$239K	Hold	969	–	–	0.03%	125
2025 Q3	$234K	Sell	969 -85	-8%	-$19.5K	0.03%	121
2025 Q2	$227K	Hold	1,054	–	–	0.04%	92
2025 Q1	$210K	Hold	1,054	–	–	0.04%	93
2024 Q4	$233K	Hold	1,054	–	–	0.04%	84
2024 Q3	$233K	Hold	1,054	–	–	0.04%	84
2024 Q2	$214K	Hold	1,054	–	–	0.04%	83
2024 Q1	$222K	Hold	1,054	–	–	0.04%	86
2023 Q4	$212K	Hold	1,054	–	–	0.05%	82
2023 Q3	$186K	Hold	1,054	–	–	0.05%	81
2023 Q2	$197K	Hold	1,054	–	–	0.05%	80
2023 Q1	$188K	Hold	1,054	–	–	0.05%	79
2022 Q4	$184K	Hold	1,054	–	–	0.05%	77
2022 Q3	$174K	Buy	+1,054	New	+$192K	0.06%	86
2022 Q1	–	Sell	-1,054	Closed	-$234K	–	1024
2021 Q4	$234K	Buy	+1,054	New	+$238K	0.07%	80

Other funds holding IWM

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

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

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

AIA

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

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 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

SJS Investment Consulting's IWM Position: Q2 2026 in Review

SJS Investment Consulting reduced its iShares Russell 2000 ETF (IWM) stake by 4.4% in Q2 2026, selling an estimated $12.6K and leaving 969 shares worth $291K. The position accounts for 0.03% of the portfolio, ranked #123.

SJS Investment Consulting first reported a position in IWM in Q4 2021 and has held it in 17 quarters since. 996 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

SJS Investment Consulting held 969 shares of iShares Russell 2000 ETF worth $291K as of Q2 2026.
SJS Investment Consulting sold 45 iShares Russell 2000 ETF shares in Q2 2026, an estimated $12.6K.
iShares Russell 2000 ETF made up 0.03% of SJS Investment Consulting's portfolio in Q2 2026, its #123 holding.
SJS Investment Consulting first reported a position in iShares Russell 2000 ETF in Q4 2021 and has held it in 17 quarters since.
996 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on SJS Investment Consulting's 13F filing for Q2 2026, filed 22 Jul 2026.