Landmark Wealth Management (New York)’s iShares Russell 2000 ETF IWM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$395K Buy
1,595
+639
+67% +$165K 0.11% 123
2025
Q4
$235K Sell
956
-1
-0.1% -$246 0.09% 83
2025
Q3
$231K Sell
957
-20
-2% -$4.59K 0.09% 81
2025
Q2
$211K Buy
+977
New +$197K 0.09% 85
2022
Q2
Sell
-1,996
Closed -$206K 112
2022
Q1
$206K Buy
+1,996
New +$407K 0.11% 75

Other funds holding IWM

Landmark Wealth Management (New York)'s IWM Position: Q1 2026 in Review

Landmark Wealth Management (New York) increased its iShares Russell 2000 ETF (IWM) stake by 67% in Q1 2026, buying an estimated $165K and bringing the position to 1,595 shares worth $395K. The position accounts for 0.11% of the portfolio, ranked #123.

Landmark Wealth Management (New York) first reported a position in IWM in Q1 2022 and has held it in 5 quarters since. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Landmark Wealth Management (New York) held 1,595 shares of iShares Russell 2000 ETF worth $395K as of Q1 2026.
  • Landmark Wealth Management (New York) bought 639 iShares Russell 2000 ETF shares in Q1 2026, an estimated $165K.
  • iShares Russell 2000 ETF made up 0.11% of Landmark Wealth Management (New York)'s portfolio in Q1 2026, its #123 holding.
  • Landmark Wealth Management (New York) first reported a position in iShares Russell 2000 ETF in Q1 2022 and has held it in 5 quarters since.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Landmark Wealth Management (New York)'s 13F filing for Q1 2026, filed 29 Apr 2026.