Lavaca Capital’s iShares Russell 2000 ETF IWM Stock Holding History

Lavaca Capital’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
2022 Q4	–	Sell	-14,100	Closed	-$2.33M	–	177
2022 Q3	$2.33M	Sell	14,100 -17,700	-56%	-$3.23M	0.84%	26
2022 Q2	$5.39M	Sell	31,800 -3,800	-11%	-$700K	0.8%	13
2022 Q1	$7.31M	Sell	35,600 -4,100	-10%	-$836K	0.79%	14
2021 Q4	$8.83M	Sell	39,700 -159,700	-80%	-$36.1M	1.13%	7
2021 Q3	$43.6M	Sell	199,400 -38,900	-16%	-$8.62M	4.41%	4
2021 Q2	$54.7M	Sell	238,300 -201,400	-46%	-$45.3M	5.44%	4
2021 Q1	$97.1M	Buy	439,700 +392,800	+838%	+$85.8M	8.27%	4
2020 Q4	$9.2M	Sell	46,900 -29,800	-39%	-$5.21M	1.2%	6
2020 Q3	$11.5M	Sell	76,700 -90,300	-54%	-$13.6M	1.81%	5
2020 Q2	$23.9M	Buy	+167,000	New	+$21.9M	7.61%	4

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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 Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Lavaca Capital's IWM Position: Q2 2026 in Review

Lavaca Capital opened a new position in iShares Russell 2000 ETF (IWM) in Q2 2026: 295 shares worth $88.6K. The stake represents 0.01% of the portfolio and ranks #163 among its holdings. This is a return to the name: Lavaca Capital previously reported a position in IWM as recently as Q3 2022.

Lavaca Capital first reported a position in IWM in Q1 2020 and has held it in 9 quarters since. The position peaked at $81M in Q3 2020. 2,731 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Lavaca Capital held 295 shares of iShares Russell 2000 ETF worth $88.6K as of Q2 2026.
iShares Russell 2000 ETF was a new Lavaca Capital position in Q2 2026.
iShares Russell 2000 ETF made up 0.01% of Lavaca Capital's portfolio in Q2 2026, its #163 holding.
Lavaca Capital first reported a position in iShares Russell 2000 ETF in Q1 2020 and has held it in 9 quarters since.
Lavaca Capital's iShares Russell 2000 ETF position peaked at $81M in Q3 2020.
2,731 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Lavaca Capital's 13F filing for Q2 2026, filed 14 Aug 2026.