SEC 13F Intelligence

Janney Capital Management LLC / IWM

Janney Capital Management LLC’s Ishares Tr Position

Does Janney Capital Management LLC own Ishares Tr (IWM)? Yes98.3K shares worth $24M (+1.52% of its 13F portfolio) as of Q4 2025, down from 99.9K shares the prior filed quarter.

Position Value
$24M
Q4 2025
Shares
98.3K
% of Portfolio
+1.52%
Quarters Held
28
currently held

Position History IWM

Reported value by quarter
Q1 ’19: $30MQ1 ’19Q2 ’19: $29MQ3 ’19: $27MQ4 ’19: $27MQ1 ’20: $17MQ1 ’20Q2 ’20: $20MQ3 ’20: $29MQ4 ’20: $46MQ1 ’21: $49MQ1 ’21Q2 ’21: $50MQ3 ’21: $23MQ4 ’21: $32MQ1 ’22: $29MQ1 ’22Q2 ’22: $23MQ3 ’22: $22MQ4 ’22: $26MQ1 ’23: $25MQ1 ’23Q2 ’23: $26MQ3 ’23: $23MQ4 ’23: $25MQ1 ’24: $25MQ1 ’24Q2 ’24: $24MQ3 ’24: $24MQ4 ’24: $24MQ1 ’25: $21MQ1 ’25Q2 ’25: $22MQ3 ’25: $24MQ4 ’25: $24Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q4 202598.3K$24M+1.52%
Q3 202599.9K$24M+1.51%
Q2 2025102.3K$22M+1.42%
Q1 2025105.1K$21M+1.44%
Q4 2024107.2K$24M+1.57%
Q3 2024110.6K$24M+1.65%
Q2 2024116.8K$24M+1.67%
Q1 2024119.2K$25M+1.67%
Q4 2023123.1K$25M+1.66%
Q3 2023130.8K$23M+1.78%
Q2 2023136.9K$26M+1.78%
Q1 2023141.2K$25M+1.90%
Q4 2022147.6K$26M+1.84%
Q3 2022135.6K$22M+1.82%
Q2 2022138.4K$23M+1.88%
Q1 2022139.9K$29M+2.04%
Q4 2021144.0K$32M+2.09%
Q3 2021105.1K$23M+1.54%
Q2 2021219.3K$50M+3.21%
Q1 2021220.3K$49M+3.23%
Q4 2020233.4K$46M+3.17%
Q3 2020191.1K$29M+1.95%
Q2 2020136.7K$20M+1.35%
Q1 2020149.7K$17M+1.31%
Q4 2019165.1K$27M+1.48%
Q3 2019176.5K$27M+1.49%
Q2 2019188.5K$29M+1.59%
Q1 2019198.8K$30M+1.59%

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