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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
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 		$4.92M 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 $1.37T 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

LaSalle St. Investment Advisors's IWM Position: Q1 2026 in Review

LaSalle St. Investment Advisors increased its iShares Russell 2000 ETF (IWM) stake by 17% in Q1 2026, buying an estimated $255K and bringing the position to 6,769 shares worth $1.68M. The position accounts for 0.24% of the portfolio, ranked #73.

LaSalle St. Investment Advisors first reported a position in IWM in Q4 2022 and has held it in 14 quarters since. The position peaked at $4.92M in Q4 2023. 2,569 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • LaSalle St. Investment Advisors held 6,769 shares of iShares Russell 2000 ETF worth $1.68M as of Q1 2026.
  • LaSalle St. Investment Advisors bought 987 iShares Russell 2000 ETF shares in Q1 2026, an estimated $255K.
  • iShares Russell 2000 ETF made up 0.24% of LaSalle St. Investment Advisors's portfolio in Q1 2026, its #73 holding.
  • LaSalle St. Investment Advisors first reported a position in iShares Russell 2000 ETF in Q4 2022 and has held it in 14 quarters since.
  • LaSalle St. Investment Advisors's iShares Russell 2000 ETF position peaked at $4.92M in Q4 2023.
  • 2,569 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on LaSalle St. Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.