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

Willis 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
Q1 		$1.24M Sell
5,010
-3,641
-42% -$939K 0.07% 64
2025
Q4 		$2.13M Sell
8,651
-1,663
-16% -$409K 0.13% 52
2025
Q3 		$2.5M Sell
10,314
-2,668
-21% -$612K 0.15% 49
2025
Q2 		$2.8M Sell
12,982
-258
-2% -$51.9K 0.19% 47
2025
Q1 		$2.64M Sell
13,240
-272
-2% -$59K 0.2% 46
2024
Q4 		$2.99M Sell
13,512
-441
-3% -$101K 0.23% 46
2024
Q3 		$3.08M Sell
13,953
-147
-1% -$31.5K 0.23% 45
2024
Q2 		$2.86M Sell
14,100
-114
-0.8% -$23K 0.23% 44
2024
Q1 		$2.99M Sell
14,214
-814
-5% -$162K 0.26% 43
2023
Q4 		$3.02M Buy
15,028
+28
+0.2% +$5.02K 0.27% 42
2023
Q3 		$2.65M Sell
15,000
-1,360
-8% -$255K 0.27% 46
2023
Q2 		$3.06M Sell
16,360
-2,560
-14% -$456K 0.33% 38
2023
Q1 		$3.38M Sell
18,920
-4,260
-18% -$784K 0.4% 36
2022
Q4 		$4.04M Buy
23,180
+168
+0.7% +$29.9K 0.53% 30
2022
Q3 		$3.79M Sell
23,012
-2,664
-10% -$486K 0.55% 29
2022
Q2 		$4.35M Sell
25,676
-6
-0% -$1.11K 0.61% 29
2022
Q1 		$5.27M Sell
25,682
-4,237
-14% -$864K 0.69% 25
2021
Q4 		$6.66M Sell
29,919
-3,088
-9% -$698K 0.86% 22
2021
Q3 		$7.22M Sell
33,007
-3,175
-9% -$704K 1% 22
2021
Q2 		$8.3M Sell
36,182
-1,169
-3% -$263K 1.18% 19
2021
Q1 		$8.25M Sell
37,351
-1,860
-5% -$406K 1.26% 18
2020
Q4 		$7.69M Buy
+39,211
New +$6.86M 1.28% 18

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Willis Johnson & Associates's IWM Position: Q1 2026 in Review

Willis Johnson & Associates reduced its iShares Russell 2000 ETF (IWM) stake by 42% in Q1 2026, selling an estimated $939K and leaving 5,010 shares worth $1.24M. The position accounts for 0.07% of the portfolio, ranked #64.

Willis Johnson & Associates first reported a position in IWM in Q4 2020 and has held it in 22 quarters since. The position peaked at $8.3M in Q2 2021. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Willis Johnson & Associates held 5,010 shares of iShares Russell 2000 ETF worth $1.24M as of Q1 2026.
  • Willis Johnson & Associates sold 3,641 iShares Russell 2000 ETF shares in Q1 2026, an estimated $939K.
  • iShares Russell 2000 ETF made up 0.07% of Willis Johnson & Associates's portfolio in Q1 2026, its #64 holding.
  • Willis Johnson & Associates first reported a position in iShares Russell 2000 ETF in Q4 2020 and has held it in 22 quarters since.
  • Willis Johnson & Associates's iShares Russell 2000 ETF position peaked at $8.3M in Q2 2021.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Willis Johnson & Associates's 13F filing for Q1 2026, filed 23 Apr 2026.