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Landing Point Financial Group’s iShares Russell 2000 ETF IWM Stock Holding History

Landing Point Financial 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
2026
Q1 		$233K Buy
940
+2
+0.2% +$516 0.11% 86
2025
Q4 		$231K Buy
938
+2
+0.2% +$492 0.12% 77
2025
Q3 		$226K Buy
936
+2
+0.2% +$459 0.12% 78
2025
Q2 		$201K Sell
934
-271
-22% -$54.5K 0.13% 69
2025
Q1 		$240K Buy
1,205
+76
+7% +$16.5K 0.18% 59
2024
Q4 		$252K Buy
+1,129
New +$257K 0.19% 54

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

Landing Point Financial Group's IWM Position: Q1 2026 in Review

Landing Point Financial Group increased its iShares Russell 2000 ETF (IWM) stake by 0.21% in Q1 2026, buying an estimated $516 and bringing the position to 940 shares worth $233K. The position accounts for 0.11% of the portfolio, ranked #86.

Landing Point Financial Group first reported a position in IWM in Q4 2024 and has held it in 6 quarters since. The position peaked at $252K in Q4 2024. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Landing Point Financial Group held 940 shares of iShares Russell 2000 ETF worth $233K as of Q1 2026.
  • Landing Point Financial Group bought 2 iShares Russell 2000 ETF shares in Q1 2026, an estimated $516.
  • iShares Russell 2000 ETF made up 0.11% of Landing Point Financial Group's portfolio in Q1 2026, its #86 holding.
  • Landing Point Financial Group first reported a position in iShares Russell 2000 ETF in Q4 2024 and has held it in 6 quarters since.
  • Landing Point Financial Group's iShares Russell 2000 ETF position peaked at $252K in Q4 2024.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Landing Point Financial Group's 13F filing for Q1 2026, filed 5 May 2026.