Lake Hills Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History

Lake Hills 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
2025 Q3	–	Sell	-79,743	Closed	-$17.2M	–	57
2025 Q2	$17.2M	Buy	+79,743	New	+$16M	9.85%	2
2025 Q1	–	Sell	-6,819	Closed	-$1.51M	–	58
2024 Q4	$1.51M	Buy	+6,819	New	+$1.55M	1.03%	33
2023 Q3	–	Sell	-19,454	Closed	-$3.64M	–	36
2023 Q2	$3.64M	Buy	+19,454	New	+$3.47M	3.97%	11
2022 Q1	–	Sell	-14,855	Closed	-$3.31M	–	51
2021 Q4	$3.31M	Buy	+14,855	New	+$3.36M	2.34%	15

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

Lake Hills Wealth Management's IWM Position: Q3 2025 in Review

Lake Hills Wealth Management sold out of iShares Russell 2000 ETF (IWM) in Q3 2025, closing a stake of 79,743 shares — an estimated $17.2M sold.

Lake Hills Wealth Management first reported a position in IWM in Q4 2021 and held it in 4 quarters. The position peaked at $17.2M in Q2 2025. 2,430 funds tracked by Wall St. Rank hold IWM as of Q3 2025.

Lake Hills Wealth Management reported no remaining iShares Russell 2000 ETF position as of Q3 2025 after selling out during the quarter.
Lake Hills Wealth Management sold 79,743 iShares Russell 2000 ETF shares in Q3 2025, an estimated $17.2M.
Lake Hills Wealth Management first reported a position in iShares Russell 2000 ETF in Q4 2021 and held it in 4 quarters.
Lake Hills Wealth Management's iShares Russell 2000 ETF position peaked at $17.2M in Q2 2025.
2,430 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2025.

Based on Lake Hills Wealth Management's 13F filing for Q3 2025, filed 14 Oct 2025.