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 Q2	$1.08M	Hold	3,595	–	–	0.57%	18
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 $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Andrews Lucia Wealth Management's IWM Position: Q2 2026 in Review

Andrews Lucia Wealth Management held its iShares Russell 2000 ETF (IWM) position steady in Q2 2026 at 3,595 shares worth $1.08M. The position accounts for 0.57% of the portfolio, ranked #18.

Andrews Lucia Wealth Management first reported a position in IWM in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.48M in Q2 2024. 2,730 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Andrews Lucia Wealth Management held 3,595 shares of iShares Russell 2000 ETF worth $1.08M as of Q2 2026.
Andrews Lucia Wealth Management left its iShares Russell 2000 ETF share count unchanged in Q2 2026.
iShares Russell 2000 ETF made up 0.57% of Andrews Lucia Wealth Management's portfolio in Q2 2026, its #18 holding.
Andrews Lucia Wealth Management first reported a position in iShares Russell 2000 ETF in Q4 2021 and has held it in 19 quarters since.
Andrews Lucia Wealth Management's iShares Russell 2000 ETF position peaked at $1.48M in Q2 2024.
2,730 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Andrews Lucia Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.