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 Q2	$705K	Hold	2,346	–	–	0.09%	85
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 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

Kelman-Lazarov Inc's IWM Position: Q2 2026 in Review

Kelman-Lazarov Inc held its iShares Russell 2000 ETF (IWM) position steady in Q2 2026 at 2,346 shares worth $705K. The position accounts for 0.09% of the portfolio, ranked #85.

Kelman-Lazarov Inc first reported a position in IWM in Q1 2016 and has held it in 10 quarters since. 2,740 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Kelman-Lazarov Inc held 2,346 shares of iShares Russell 2000 ETF worth $705K as of Q2 2026.
Kelman-Lazarov Inc left its iShares Russell 2000 ETF share count unchanged in Q2 2026.
iShares Russell 2000 ETF made up 0.09% of Kelman-Lazarov Inc's portfolio in Q2 2026, its #85 holding.
Kelman-Lazarov Inc first reported a position in iShares Russell 2000 ETF in Q1 2016 and has held it in 10 quarters since.
2,740 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Kelman-Lazarov Inc's 13F filing for Q2 2026, filed 10 Aug 2026.