Andrews Lucia Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History

Andrews Lucia Wealth Management’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	$892K	Buy	3,595 +25	+0.7%	+$6.45K	0.53%	17
2025 Q4	$879K	Hold	3,570	–	–	0.52%	18
2025 Q3	$864K	Hold	3,570	–	–	0.52%	17
2025 Q2	$770K	Hold	3,570	–	–	0.5%	19
2025 Q1	$789K	Hold	3,570	–	–	0.53%	17
2024 Q4	$789K	Hold	3,570	–	–	0.53%	17
2024 Q3	$724K	Sell	3,570 -3,570	-50%	-$764K	0.51%	18
2024 Q2	$1.48M	Buy	7,140 +3,570	+100%	+$721K	1.03%	13
2024 Q1	$751K	Hold	3,570	–	–	0.53%	17
2023 Q4	$717K	Hold	3,570	–	–	0.55%	17
2023 Q3	$631K	Hold	3,570	–	–	0.54%	17
2023 Q2	$669K	Hold	3,570	–	–	0.56%	17
2023 Q1	$637K	Hold	3,570	–	–	0.56%	17
2022 Q4	$622K	Sell	3,570 -275	-7%	-$48.9K	0.58%	16
2022 Q3	$634K	Hold	3,845	–	–	0.67%	16
2022 Q2	$789K	Hold	3,845	–	–	0.75%	14
2022 Q1	$855K	Hold	3,845	–	–	0.77%	15
2021 Q4	$855K	Buy	+3,845	New	+$869K	0.77%	13

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Andrews Lucia Wealth Management's IWM Position: Q1 2026 in Review

Andrews Lucia Wealth Management increased its iShares Russell 2000 ETF (IWM) stake by 0.7% in Q1 2026, buying an estimated $6.45K and bringing the position to 3,595 shares worth $892K. The position accounts for 0.53% of the portfolio, ranked #17.

Andrews Lucia Wealth Management first reported a position in IWM in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.48M in Q2 2024. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Andrews Lucia Wealth Management held 3,595 shares of iShares Russell 2000 ETF worth $892K as of Q1 2026.
Andrews Lucia Wealth Management bought 25 iShares Russell 2000 ETF shares in Q1 2026, an estimated $6.45K.
iShares Russell 2000 ETF made up 0.53% of Andrews Lucia Wealth Management's portfolio in Q1 2026, its #17 holding.
Andrews Lucia Wealth Management first reported a position in iShares Russell 2000 ETF in Q4 2021 and has held it in 18 quarters since.
Andrews Lucia Wealth Management's iShares Russell 2000 ETF position peaked at $1.48M in Q2 2024.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Andrews Lucia Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.