IWM ISHARES TR RUSSELL 2000

Ownership history in J. Goldman & Co LP  ·  112 quarters on record

AI Ownership Summary

J. Goldman & Co LP reported ISHARES TR RUSSELL 2000 (IWM) in 112 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 3.84% in 2025 Q3. The latest visible filing shows IWM at 1.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IWM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was J. Goldman & Co LP's position in ISHARES TR RUSSELL 2000, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

IWM was reported at 1.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.84% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How J. Goldman & Co LP held IWM — position size vs. price
% of Fund (quarterly)    IWM price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 20 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 156,600 +155,598 +15528.7% 1.01% $38.5M 2026-02-14 (Est.) $262.49
2025 Q3 REDUCED 1,002 -630,298 -99.8% 0.01% $242K 2025-11-14 $236.27
2025 Q3 ADDED 631,300 +255,300 +67.9% 3.84% $152.7M 2025-11-14 $236.27
2025 Q2 ADDED 376,000 +366,838 +4003.9% 1.94% $81.1M 2025-08-14 $226.43
2025 Q2 REDUCED 9,162 -442,538 -98.0% 0.05% $2.0M 2025-08-14 $226.43
2025 Q1 ADDED 451,700 +354,700 +365.7% 2.23% $90.1M 2025-05-15 $205.91
2025 Q1 ADDED 97,000 +54,587 +128.7% 0.48% $19.4M 2025-05-15 $205.91
2025 Q1 ADDED 42,413 +7,413 +21.2% 0.21% $8.5M 2025-05-15 $205.91
2024 Q4 REDUCED 35,000 -251,600 -87.8% 0.20% $7.7M 2025-02-14 $223.06
2024 Q4 ADDED 286,600 +246,600 +616.5% 1.65% $63.3M 2025-02-14 $223.06
2024 Q4 REDUCED 40,000 -514,100 -92.8% 0.23% $8.8M 2025-02-14 $223.06
2024 Q3 ADDED 554,100 +511,998 +1216.1% 3.43% $122.4M 2024-11-14 $228.28
2024 Q3 REDUCED 42,102 -217,645 -83.8% 0.26% $9.3M 2024-11-14 $228.28
2024 Q2 ADDED 259,747 +36,947 +16.6% 1.49% $52.7M 2024-08-14 $202.72
2024 Q2 ADDED 222,800 +200,200 +885.8% 1.28% $45.2M 2024-08-14 $202.72
2024 Q1 REDUCED 22,600 -44,900 -66.5% 0.15% $4.8M 2024-05-15 $204.86
2024 Q1 REDUCED 67,500 -51,268 -43.2% 0.46% $14.2M 2024-05-15 $204.86
2024 Q1 ADDED 118,768 +10,262 +9.5% 0.80% $25.0M 2024-05-15 $204.86
2023 Q4 ADDED 108,506 +44,506 +69.5% 0.88% $21.8M 2024-02-14 $194.28
2023 Q4 ADDED 64,000 +38,943 +155.4% 0.52% $12.8M 2024-02-14 $194.28
92 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About J. Goldman & Co LP and IWM

These are the practical questions this page is built to answer before you even open the full history table.

How long has J. Goldman & Co LP reported owning IWM?

J. Goldman & Co LP reported IWM across 20 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported IWM position in J. Goldman & Co LP's portfolio?

The largest reported portfolio weight for IWM was 3.84% in 2025 Q3.

What is the latest reported IWM position on this page?

The most recent filing on this page is 2025 Q4, when J. Goldman & Co LP reported 156,600 shares, equal to 1.01% of portfolio, with an estimated market value of $38.5M.

What does the chart on this IWM ownership page compare?

The chart compares J. Goldman & Co LP's quarterly IWM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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