LFP
IWM icon

Lakeshore Financial Planning’s iShares Russell 2000 ETF IWM Stock Holding History

Lakeshore Financial Planning’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 		$2.44M Sell
8,104
-187
-2% -$52.5K 0.78% 20
2026
Q1 		$2.06M Buy
8,291
+174
+2% +$44.9K 0.75% 20
2025
Q4 		$2M Buy
8,117
+1
+0% +$246 0.71% 20
2025
Q3 		$1.96M Sell
8,116
-396
-5% -$90.9K 0.73% 20
2025
Q2 		$1.84M Sell
8,512
-23
-0.3% -$4.63K 0.74% 21
2025
Q1 		$1.7M Sell
8,535
-802
-9% -$174K 0.71% 18
2024
Q4 		$2.06M Buy
9,337
+239
+3% +$54.5K 0.88% 17
2024
Q3 		$2.01M Buy
9,098
+18
+0.2% +$3.85K 0.89% 17
2024
Q2 		$1.84M Sell
9,080
-91
-1% -$18.4K 0.9% 17
2024
Q1 		$1.93M Buy
9,171
+285
+3% +$56.9K 0.98% 17
2023
Q4 		$1.78M Sell
8,886
-954
-10% -$171K 0.99% 17
2023
Q3 		$1.74M Buy
+9,840
New +$1.85M 0.99% 17

Other funds holding IWM

CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
PRS
Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Lakeshore Financial Planning's IWM Position: Q2 2026 in Review

Lakeshore Financial Planning reduced its iShares Russell 2000 ETF (IWM) stake by 2.3% in Q2 2026, selling an estimated $52.5K and leaving 8,104 shares worth $2.44M. The position accounts for 0.78% of the portfolio, ranked #20.

Lakeshore Financial Planning first reported a position in IWM in Q3 2023 and has held it in 12 quarters since. 1,350 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Lakeshore Financial Planning held 8,104 shares of iShares Russell 2000 ETF worth $2.44M as of Q2 2026.
  • Lakeshore Financial Planning sold 187 iShares Russell 2000 ETF shares in Q2 2026, an estimated $52.5K.
  • iShares Russell 2000 ETF made up 0.78% of Lakeshore Financial Planning's portfolio in Q2 2026, its #20 holding.
  • Lakeshore Financial Planning first reported a position in iShares Russell 2000 ETF in Q3 2023 and has held it in 12 quarters since.
  • 1,350 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Lakeshore Financial Planning's 13F filing for Q2 2026, filed 13 Jul 2026.