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Kelman-Lazarov Inc’s iShares Russell 2000 ETF IWM Stock Holding History

Kelman-Lazarov Inc’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 		$582K Buy
2,346
+531
+29% +$137K 0.08% 84
2025
Q4 		$447K Hold
1,815
– – 0.06% 94
2025
Q3 		$439K Hold
1,815
– – 0.07% 93
2025
Q2 		$392K Hold
1,815
– – 0.06% 88
2025
Q1 		$362K Buy
+1,815
New +$394K 0.07% 86
2017
Q1 		– Sell
-1,148
Closed -$155K – 172
2016
Q4 		$155K Hold
1,148
– – 0.09% 113
2016
Q3 		$141K Hold
1,148
– – 0.08% 122
2016
Q2 		$132K Hold
1,148
– – 0.08% 129
2016
Q1 		$128K Buy
+1,148
New +$119K 0.07% 135

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Kelman-Lazarov Inc's IWM Position: Q1 2026 in Review

Kelman-Lazarov Inc increased its iShares Russell 2000 ETF (IWM) stake by 29% in Q1 2026, buying an estimated $137K and bringing the position to 2,346 shares worth $582K. The position accounts for 0.08% of the portfolio, ranked #84.

Kelman-Lazarov Inc first reported a position in IWM in Q1 2016 and has held it in 9 quarters since. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Kelman-Lazarov Inc held 2,346 shares of iShares Russell 2000 ETF worth $582K as of Q1 2026.
  • Kelman-Lazarov Inc bought 531 iShares Russell 2000 ETF shares in Q1 2026, an estimated $137K.
  • iShares Russell 2000 ETF made up 0.08% of Kelman-Lazarov Inc's portfolio in Q1 2026, its #84 holding.
  • Kelman-Lazarov Inc first reported a position in iShares Russell 2000 ETF in Q1 2016 and has held it in 9 quarters since.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Kelman-Lazarov Inc's 13F filing for Q1 2026, filed 27 Apr 2026.