Lauterbach Financial Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Lauterbach Financial 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	$354K	Hold	1,429	–	–	0.17%	64
2025 Q4	$352K	Buy	1,429 +391	+38%	+$96.1K	0.17%	64
2025 Q3	$251K	Hold	1,038	–	–	0.13%	73
2025 Q2	$224K	Hold	1,038	–	–	0.12%	73
2025 Q1	$207K	Hold	1,038	–	–	0.13%	71
2024 Q4	$229K	Sell	1,038 -8	-0.8%	-$1.82K	0.14%	66
2024 Q3	$231K	Hold	1,046	–	–	0.14%	62
2024 Q2	$219K	Hold	1,046	–	–	0.14%	61
2024 Q1	$220K	Hold	1,046	–	–	0.14%	64
2023 Q4	$210K	Buy	+1,046	New	+$187K	0.15%	62

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Lauterbach Financial Advisors's IWM Position: Q1 2026 in Review

Lauterbach Financial Advisors held its iShares Russell 2000 ETF (IWM) position steady in Q1 2026 at 1,429 shares worth $354K. The position accounts for 0.17% of the portfolio, ranked #64.

Lauterbach Financial Advisors first reported a position in IWM in Q4 2023 and has held it in 10 quarters since. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Lauterbach Financial Advisors held 1,429 shares of iShares Russell 2000 ETF worth $354K as of Q1 2026.
Lauterbach Financial Advisors left its iShares Russell 2000 ETF share count unchanged in Q1 2026.
iShares Russell 2000 ETF made up 0.17% of Lauterbach Financial Advisors's portfolio in Q1 2026, its #64 holding.
Lauterbach Financial Advisors first reported a position in iShares Russell 2000 ETF in Q4 2023 and has held it in 10 quarters since.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Lauterbach Financial Advisors's 13F filing for Q1 2026, filed 14 May 2026.