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Lake Street Advisors Group’s iShares Russell 2000 ETF IWM Stock Holding History

Lake Street Advisors Group’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
2024
Q4 		$7.84M Buy
35,480
+4,922
+16% +$1.12M 0.36% 49
2024
Q3 		$6.75M Buy
30,558
+7,102
+30% +$1.52M 0.31% 53
2024
Q2 		$4.76M Sell
23,456
-1,338
-5% -$270K 0.23% 66
2024
Q1 		$5.21M Buy
24,794
+791
+3% +$158K 0.24% 66
2023
Q4 		$4.82M Buy
24,003
+2,065
+9% +$370K 0.24% 66
2023
Q3 		$3.88M Buy
21,938
+2,542
+13% +$477K 0.23% 72
2023
Q2 		$3.63M Sell
19,396
-265
-1% -$47.2K 0.2% 77
2023
Q1 		$3.51M Sell
19,661
-1,590
-7% -$293K 0.22% 74
2022
Q4 		$3.71M Buy
21,251
+1,095
+5% +$195K 0.24% 67
2022
Q3 		$3.32M Sell
20,156
-2,353
-10% -$429K 0.24% 65
2022
Q2 		$3.81M Buy
22,509
+2,488
+12% +$459K 0.27% 55
2022
Q1 		$4.11M Sell
20,021
-6,705
-25% -$1.37M 0.26% 58
2021
Q4 		$5.95M Buy
26,726
+1,251
+5% +$283K 0.37% 44
2021
Q3 		$5.57M Buy
25,475
+7,685
+43% +$1.7M 0.6% 36
2021
Q2 		$3.97M Sell
17,790
-1,756
-9% -$395K 0.29% 48
2021
Q1 		$4.32M Buy
19,546
+18
+0.1% +$3.93K 0.35% 44
2020
Q4 		$3.83M Buy
19,528
+30
+0.2% +$5.25K 0.32% 46
2020
Q3 		$2.92M Sell
19,498
-1,107
-5% -$167K 0.28% 46
2020
Q2 		$2.95M Sell
20,605
-16,183
-44% -$2.12M 0.3% 44
2020
Q1 		$4.21M Sell
36,788
-1,978
-5% -$295K 0.52% 34
2019
Q4 		$6.42M Sell
38,766
-994
-3% -$157K 0.63% 26
2019
Q3 		$5.9M Buy
39,760
+7,997
+25% +$1.22M 0.64% 26
2019
Q2 		$4.94M Buy
31,763
+43
+0.1% +$6.63K 0.52% 27
2019
Q1 		$4.86M Buy
31,720
+6,494
+26% +$976K 0.51% 26
2018
Q4 		$3.38M Buy
25,226
+1,066
+4% +$159K 0.41% 31
2018
Q3 		$4.07M Sell
24,160
-20,254
-46% -$3.42M 0.45% 27
2018
Q2 		$7.27M Buy
44,414
+10,009
+29% +$1.6M 0.73% 21
2018
Q1 		$5.22M Sell
34,405
-1,800
-5% -$278K 0.59% 21
2017
Q4 		$5.52M Buy
+36,205
New +$5.44M 0.62% 19

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Lake Street Advisors Group's IWM Position: Q4 2024 in Review

Lake Street Advisors Group increased its iShares Russell 2000 ETF (IWM) stake by 16% in Q4 2024, buying an estimated $1.12M and bringing the position to 35,480 shares worth $7.84M. The position accounts for 0.36% of the portfolio, ranked #49.

Lake Street Advisors Group first reported a position in IWM in Q4 2017 and has held it in 29 quarters since. 2,522 funds tracked by Wall St. Rank hold IWM as of Q4 2024.

  • Lake Street Advisors Group held 35,480 shares of iShares Russell 2000 ETF worth $7.84M as of Q4 2024.
  • Lake Street Advisors Group bought 4,922 iShares Russell 2000 ETF shares in Q4 2024, an estimated $1.12M.
  • iShares Russell 2000 ETF made up 0.36% of Lake Street Advisors Group's portfolio in Q4 2024, its #49 holding.
  • Lake Street Advisors Group first reported a position in iShares Russell 2000 ETF in Q4 2017 and has held it in 29 quarters since.
  • 2,522 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.