LSPW
IWM icon

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
Q2 		$394K Sell
1,310
-161
-11% -$45.2K 0.05% 197
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 $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Treasurer of the State of North Carolina
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
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Lake Street Private Wealth's IWM Position: Q2 2026 in Review

Lake Street Private Wealth reduced its iShares Russell 2000 ETF (IWM) stake by 11% in Q2 2026, selling an estimated $45.2K and leaving 1,310 shares worth $394K. The position accounts for 0.05% of the portfolio, ranked #197.

Lake Street Private Wealth first reported a position in IWM in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.01M in Q3 2024. 2,740 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Lake Street Private Wealth held 1,310 shares of iShares Russell 2000 ETF worth $394K as of Q2 2026.
  • Lake Street Private Wealth sold 161 iShares Russell 2000 ETF shares in Q2 2026, an estimated $45.2K.
  • iShares Russell 2000 ETF made up 0.05% of Lake Street Private Wealth's portfolio in Q2 2026, its #197 holding.
  • Lake Street Private Wealth first reported a position in iShares Russell 2000 ETF in Q4 2020 and has held it in 23 quarters since.
  • Lake Street Private Wealth's iShares Russell 2000 ETF position peaked at $1.01M in Q3 2024.
  • 2,740 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Lake Street Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.