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LaSalle St. Investment Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

LaSalle St. Investment Advisors’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 		$2.14M Buy
7,134
+365
+5% +$103K 0.26% 69
2026
Q1 		$1.68M Buy
6,769
+987
+17% +$255K 0.24% 73
2025
Q4 		$1.42M Sell
5,782
-18
-0.3% -$4.42K 0.23% 75
2025
Q3 		$1.4M Buy
5,800
+187
+3% +$42.9K 0.25% 64
2025
Q2 		$1.21M Buy
5,613
+1,203
+27% +$242K 0.33% 61
2025
Q1 		$879K Buy
4,410
+61
+1% +$13.2K 0.21% 89
2024
Q4 		$961K Buy
4,349
+421
+11% +$96K 0.3% 65
2024
Q3 		$867K Buy
3,928
+792
+25% +$169K 0.34% 54
2024
Q2 		$636K Buy
3,136
+688
+28% +$139K 0.32% 53
2024
Q1 		$491K Hold
2,448
– – 0.28% 61
2023
Q4 		$492K Sell
2,448
-2
-0.1% -$358 0.33% 56
2023
Q3 		$433K Buy
2,450
+31
+1% +$5.82K 0.21% 65
2023
Q2 		$453K Buy
2,419
+5
+0.2% +$891 0.2% 64
2023
Q1 		$430K Buy
2,414
+7
+0.3% +$1.29K 0.19% 68
2022
Q4 		$419K Buy
+2,407
New +$428K 0.2% 61

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

LaSalle St. Investment Advisors's IWM Position: Q2 2026 in Review

LaSalle St. Investment Advisors increased its iShares Russell 2000 ETF (IWM) stake by 5.4% in Q2 2026, buying an estimated $103K and bringing the position to 7,134 shares worth $2.14M. The position accounts for 0.26% of the portfolio, ranked #69.

LaSalle St. Investment Advisors first reported a position in IWM in Q4 2022 and has held it in 15 quarters since. 2,740 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • LaSalle St. Investment Advisors held 7,134 shares of iShares Russell 2000 ETF worth $2.14M as of Q2 2026.
  • LaSalle St. Investment Advisors bought 365 iShares Russell 2000 ETF shares in Q2 2026, an estimated $103K.
  • iShares Russell 2000 ETF made up 0.26% of LaSalle St. Investment Advisors's portfolio in Q2 2026, its #69 holding.
  • LaSalle St. Investment Advisors first reported a position in iShares Russell 2000 ETF in Q4 2022 and has held it in 15 quarters since.
  • 2,740 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on LaSalle St. Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.