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Lake Street Private Wealth’s iShares Russell 2000 ETF IWM Stock Holding History

Lake Street Private Wealth’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 		$365K Buy
1,471
+90
+7% +$23.2K 0.05% 195
2025
Q4 		$340K Sell
1,381
-146
-10% -$35.9K 0.04% 208
2025
Q3 		$369K Buy
1,527
+168
+12% +$38.5K 0.05% 201
2025
Q2 		$293K Sell
1,359
-2,389
-64% -$481K 0.04% 209
2025
Q1 		$748K Sell
3,748
-105
-3% -$22.8K 0.12% 118
2024
Q4 		$851K Sell
3,853
-734
-16% -$167K 0.14% 111
2024
Q3 		$1.01M Buy
4,587
+1,401
+44% +$300K 0.16% 107
2024
Q2 		$646K Buy
3,186
+411
+15% +$83.1K 0.08% 190
2024
Q1 		$584K Buy
2,775
+550
+25% +$110K 0.08% 208
2023
Q4 		$447K Buy
2,225
+230
+12% +$41.2K 0.07% 221
2023
Q3 		$354K Buy
1,995
+33
+2% +$6.2K 0.06% 211
2023
Q2 		$367K Sell
1,962
-281
-13% -$50.1K 0.06% 208
2023
Q1 		$400K Buy
2,243
+192
+9% +$35.4K 0.07% 201
2022
Q4 		$358K Sell
2,051
-294
-13% -$52.3K 0.07% 208
2022
Q3 		$387K Buy
2,345
+36
+2% +$6.57K 0.09% 191
2022
Q2 		$391K Buy
2,309
+108
+5% +$19.9K 0.08% 197
2022
Q1 		$452K Sell
2,201
-835
-28% -$170K 0.08% 196
2021
Q4 		$675K Buy
3,036
+927
+44% +$209K 0.12% 169
2021
Q3 		$461K Buy
2,109
+590
+39% +$131K 0.11% 154
2021
Q2 		$351K Hold
1,519
– – 0.09% 166
2021
Q1 		$336K Sell
1,519
-6
-0.4% -$1.31K 0.09% 166
2020
Q4 		$299K Buy
+1,525
New +$267K 0.09% 163

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

Lake Street Private Wealth's IWM Position: Q1 2026 in Review

Lake Street Private Wealth increased its iShares Russell 2000 ETF (IWM) stake by 6.5% in Q1 2026, buying an estimated $23.2K and bringing the position to 1,471 shares worth $365K. The position accounts for 0.05% of the portfolio, ranked #195.

Lake Street Private Wealth first reported a position in IWM in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.01M in Q3 2024. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Lake Street Private Wealth held 1,471 shares of iShares Russell 2000 ETF worth $365K as of Q1 2026.
  • Lake Street Private Wealth bought 90 iShares Russell 2000 ETF shares in Q1 2026, an estimated $23.2K.
  • iShares Russell 2000 ETF made up 0.05% of Lake Street Private Wealth's portfolio in Q1 2026, its #195 holding.
  • Lake Street Private Wealth first reported a position in iShares Russell 2000 ETF in Q4 2020 and has held it in 22 quarters since.
  • Lake Street Private Wealth's iShares Russell 2000 ETF position peaked at $1.01M in Q3 2024.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Lake Street Private Wealth's 13F filing for Q1 2026, filed 13 Apr 2026.