St. Johns Investment Management’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $6.57M | Sell |
21,877
-479
| -2% | -$135K | 2.49% | 10 |
|
|
2026
Q1 | $5.54M | Sell |
22,356
-193
| -0.9% | -$49.8K | 2.33% | 11 |
|
|
2025
Q4 | $5.55M | Buy |
22,549
+1,120
| +5% | +$275K | 2.32% | 13 |
|
|
2025
Q3 | $5.18M | Buy |
21,429
+43
| +0.2% | +$9.87K | 2.2% | 13 |
|
|
2025
Q2 | $4.61M | Sell |
21,386
-83
| -0.4% | -$16.7K | 2.12% | 13 |
|
|
2025
Q1 | $4.28M | Buy |
21,469
+1,659
| +8% | +$360K | 2.12% | 12 |
|
|
2024
Q4 | $4.38M | Buy |
19,810
+1,593
| +9% | +$363K | 2.04% | 12 |
|
|
2024
Q3 | $4.02M | Sell |
18,217
-619
| -3% | -$132K | 1.89% | 12 |
|
|
2024
Q2 | $3.82M | Sell |
18,836
-250
| -1% | -$50.5K | 1.81% | 16 |
|
|
2024
Q1 | $4.01M | Sell |
19,086
-2,549
| -12% | -$508K | 1.93% | 13 |
|
|
2023
Q4 | $4.34M | Buy |
21,635
+2,969
| +16% | +$532K | 2.22% | 10 |
|
|
2023
Q3 | $3.3M | Sell |
18,666
-184
| -1% | -$34.5K | 1.88% | 13 |
|
|
2023
Q2 | $3.53M | Sell |
18,850
-571
| -3% | -$102K | 1.92% | 12 |
|
|
2023
Q1 | $3.46M | Sell |
19,421
-766
| -4% | -$141K | 2.01% | 10 |
|
|
2022
Q4 | $3.52M | Sell |
20,187
-369
| -2% | -$65.6K | 2.1% | 9 |
|
|
2022
Q3 | $3.39M | Sell |
20,556
-229
| -1% | -$41.8K | 2.23% | 9 |
|
|
2022
Q2 | $3.52M | Buy |
20,785
+1,346
| +7% | +$248K | 2.24% | 8 |
|
|
2022
Q1 | $3.99M | Sell |
19,439
-348
| -2% | -$71K | 2.12% | 9 |
|
|
2021
Q4 | $4.4M | Sell |
19,787
-455
| -2% | -$103K | 2.24% | 9 |
|
|
2021
Q3 | $4.43M | Sell |
20,242
-849
| -4% | -$188K | 2.44% | 7 |
|
|
2021
Q2 | $4.84M | Buy |
21,091
+62
| +0.3% | +$13.9K | 2.63% | 7 |
|
|
2021
Q1 | $4.65M | Sell |
21,029
-557
| -3% | -$122K | 2.67% | 7 |
|
|
2020
Q4 | $4.23M | Sell |
21,586
-1,223
| -5% | -$214K | 2.61% | 7 |
|
|
2020
Q3 | $3.42M | Sell |
22,809
-301
| -1% | -$45.3K | 2.31% | 8 |
|
|
2020
Q2 | $3.31M | Buy |
23,110
+102
| +0.4% | +$13.4K | 2.43% | 8 |
|
|
2020
Q1 | $2.63M | Buy |
23,008
+10,864
| +89% | +$1.62M | 2.36% | 9 |
|
|
2019
Q4 | $2.01M | Sell |
12,144
-348
| -3% | -$55K | 1.4% | 19 |
|
|
2019
Q3 | $1.89M | Sell |
12,492
-614
| -5% | -$93.8K | 1.41% | 18 |
|
|
2019
Q2 | $2.04M | Sell |
13,106
-420
| -3% | -$64.7K | 1.52% | 17 |
|
|
2019
Q1 | $2.07M | Sell |
13,526
-566
| -4% | -$85.1K | 1.6% | 15 |
|
|
2018
Q4 | $1.89M | Sell |
14,092
-253
| -2% | -$37.8K | 1.67% | 14 |
|
|
2018
Q3 | $2.42M | Sell |
14,345
-4,200
| -23% | -$709K | 1.81% | 14 |
|
|
2018
Q2 | $3.04M | Sell |
18,545
-1,140
| -6% | -$182K | 2.23% | 10 |
|
|
2018
Q1 | $2.99M | Sell |
19,685
-1,356
| -6% | -$209K | 2.26% | 10 |
|
|
2017
Q4 | $3.21M | Sell |
21,041
-3,167
| -13% | -$476K | 2.36% | 9 |
|
|
2017
Q3 | $3.59M | Sell |
24,208
-165
| -0.7% | -$23.2K | 2.63% | 9 |
|
|
2017
Q2 | $3.44M | Sell |
24,373
-1,187
| -5% | -$164K | 2.58% | 9 |
|
|
2017
Q1 | $3.51M | Sell |
25,560
-1,966
| -7% | -$269K | 2.78% | 9 |
|
|
2016
Q4 | $3.71M | Sell |
27,526
-2,098
| -7% | -$268K | 3.07% | 7 |
|
|
2016
Q3 | $3.68M | Sell |
29,624
-3,860
| -12% | -$469K | 3.08% | 8 |
|
|
2016
Q2 | $3.85M | Sell |
33,484
-1,022
| -3% | -$115K | 3.48% | 6 |
|
|
2016
Q1 | $3.82M | Sell |
34,506
-487
| -1% | -$50.4K | 3.38% | 6 |
|
|
2015
Q4 | $3.94M | Sell |
34,993
-1,118
| -3% | -$129K | 3.55% | 6 |
|
|
2015
Q3 | $3.94M | Sell |
36,111
-669
| -2% | -$79.3K | 3.71% | 6 |
|
|
2015
Q2 | $4.59M | Sell |
36,780
-724
| -2% | -$90.4K | 3.94% | 6 |
|
|
2015
Q1 | $4.66M | Buy |
37,504
+27
| +0.1% | +$3.25K | 4.08% | 6 |
|
|
2014
Q4 | $4.48M | Sell |
37,477
-550
| -1% | -$62.9K | 3.89% | 6 |
|
|
2014
Q3 | $4.16M | Buy |
38,027
+130
| +0.3% | +$14.9K | 3.67% | 6 |
|
|
2014
Q2 | $4.5M | Buy |
37,897
+95
| +0.3% | +$10.8K | 3.87% | 6 |
|
|
2014
Q1 | $4.4M | Buy |
+37,802
| New | +$4.36M | 3.95% | 6 |
|
Other funds holding IWM
St. Johns Investment Management's IWM Position: Q2 2026 in Review
St. Johns Investment Management reduced its iShares Russell 2000 ETF (IWM) stake by 2.1% in Q2 2026, selling an estimated $135K and leaving 21,877 shares worth $6.57M. The position accounts for 2.49% of the portfolio, ranked #10.
St. Johns Investment Management first reported a position in IWM in Q1 2014 and has held it in 50 quarters since. 2,730 funds tracked by Wall St. Rank hold IWM as of Q2 2026.
- St. Johns Investment Management held 21,877 shares of iShares Russell 2000 ETF worth $6.57M as of Q2 2026.
- St. Johns Investment Management sold 479 iShares Russell 2000 ETF shares in Q2 2026, an estimated $135K.
- iShares Russell 2000 ETF made up 2.49% of St. Johns Investment Management's portfolio in Q2 2026, its #10 holding.
- St. Johns Investment Management first reported a position in iShares Russell 2000 ETF in Q1 2014 and has held it in 50 quarters since.
- 2,730 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.
Based on St. Johns Investment Management's 13F filing for Q2 2026, filed 4 Aug 2026.