SEC 13F Intelligence

Janney Montgomery Scott LLC / IWM

Janney Montgomery Scott LLC’s Ishares Tr Position

Does Janney Montgomery Scott LLC own Ishares Tr (IWM)? Yes380.8K shares worth $94M (+0.23% of its 13F portfolio) as of Q1 2026, up from 288.3K shares the prior filed quarter.

Position Value
$94M
Q1 2026
Shares
380.8K
% of Portfolio
+0.23%
Quarters Held
30
currently held

Position History IWM

Reported value by quarter
Q4 ’18: $21MQ4 ’18Q1 ’19: $17MQ2 ’19: $17MQ3 ’19: $18MQ4 ’19: $22MQ4 ’19Q1 ’20: $62MQ2 ’20: $83MQ3 ’20: $100MQ4 ’20: $145MQ4 ’20Q1 ’21: $161MQ2 ’21: $55MQ3 ’21: $50MQ4 ’21: $56MQ4 ’21Q1 ’22: $52MQ2 ’22: $44MQ3 ’22: $43MQ4 ’22: $49MQ4 ’22Q1 ’23: $46MQ2 ’23: $46MQ3 ’23: $43MQ4 ’23: $53MQ4 ’23Q1 ’24: $52MQ2 ’24: $46MQ3 ’24: $58MQ4 ’24: $64MQ4 ’24Q1 ’25: $58MQ2 ’25: $54MQ3 ’25: $70MQ4 ’25: $71MQ4 ’25Q1 ’26: $94Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026380.8K$94M+0.23%
Q4 2025288.3K$71M+0.16%
Q3 2025290.8K$70M+0.17%
Q2 2025252.2K$54M+0.14%
Q1 2025289.8K$58M+0.16%
Q4 2024288.8K$64M+0.18%
Q3 2024262.5K$58M+0.16%
Q2 2024227.6K$46M+0.14%
Q1 2024247.7K$52M+0.15%
Q4 2023264.3K$53M+0.17%
Q3 2023243.3K$43M+0.16%
Q2 2023244.0K$46M+0.16%
Q1 2023259.6K$46M+0.19%
Q4 2022281.1K$49M+0.19%
Q3 2022263.1K$43M+0.19%
Q2 2022253.6K$44M+0.20%
Q1 2022254.4K$52M+0.22%
Q4 2021252.0K$56M+0.22%
Q3 2021229.0K$50M+0.21%
Q2 2021238.0K$55M+0.24%
Q1 2021729.1K$161M+0.78%
Q4 2020739.4K$145M+0.70%
Q3 2020670.0K$100M+0.57%
Q2 2020582.0K$83M+0.53%
Q1 2020541.2K$62M+0.49%
Q4 2019130.2K$22M+0.14%
Q3 2019120.7K$18M+0.13%
Q2 2019112.3K$17M+0.13%
Q1 2019111.4K$17M+0.14%
Q4 2018156.7K$21M+0.20%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Janney Montgomery Scott LLC’s full portfolio or all institutional holders of IWM.