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LCM Capital Management’s iShares Russell 2000 ETF IWM Stock Holding History

LCM Capital Management’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 		$17.4M Buy
70,174
+589
+0.8% +$152K 8.73% 3
2025
Q4 		$17.1M Sell
69,585
-101
-0.1% -$24.8K 8.28% 3
2025
Q3 		$16.9M Buy
69,686
+196
+0.3% +$45K 8.09% 3
2025
Q2 		$15M Buy
69,490
+375
+0.5% +$75.5K 7.79% 3
2025
Q1 		$13.8M Buy
69,115
+1,842
+3% +$400K 8.1% 3
2024
Q4 		$14.9M Sell
67,273
-455
-0.7% -$104K 8.38% 3
2024
Q3 		$15M Buy
67,728
+1,936
+3% +$414K 8.61% 3
2024
Q2 		$13.3M Buy
65,792
+938
+1% +$190K 8.33% 3
2024
Q1 		$13.6M Buy
64,854
+1,364
+2% +$272K 8.81% 3
2023
Q4 		$12.7M Buy
63,490
+2,105
+3% +$377K 9.22% 3
2023
Q3 		$10.8M Buy
61,385
+4,034
+7% +$757K 8.85% 3
2023
Q2 		$10.7M Buy
57,351
+1,390
+2% +$248K 8.72% 3
2023
Q1 		$9.98M Buy
55,961
+1,949
+4% +$359K 8.72% 3
2022
Q4 		$9.42M Sell
54,012
-88
-0.2% -$15.7K 9.17% 3
2022
Q3 		$8.92M Buy
54,100
+312
+0.6% +$56.9K 9.42% 3
2022
Q2 		$9.11M Sell
53,788
-342
-0.6% -$63K 8.97% 3
2022
Q1 		$11.1M Buy
54,130
+499
+0.9% +$102K 8.96% 3
2021
Q4 		$11.9M Buy
53,631
+270
+0.5% +$61K 9.24% 3
2021
Q3 		$11.7M Sell
53,361
-1,928
-3% -$427K 9.87% 3
2021
Q2 		$12.7M Buy
55,289
+145
+0.3% +$32.6K 10.54% 3
2021
Q1 		$12.2M Sell
55,144
-844
-2% -$184K 10.9% 3
2020
Q4 		$11M Buy
+55,988
New +$9.8M 10.46% 3

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

LCM Capital Management's IWM Position: Q1 2026 in Review

LCM Capital Management increased its iShares Russell 2000 ETF (IWM) stake by 0.85% in Q1 2026, buying an estimated $152K and bringing the position to 70,174 shares worth $17.4M. The position accounts for 8.73% of the portfolio, ranked #3.

LCM Capital Management first reported a position in IWM in Q4 2020 and has held it in 22 quarters since. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • LCM Capital Management held 70,174 shares of iShares Russell 2000 ETF worth $17.4M as of Q1 2026.
  • LCM Capital Management bought 589 iShares Russell 2000 ETF shares in Q1 2026, an estimated $152K.
  • iShares Russell 2000 ETF made up 8.73% of LCM Capital Management's portfolio in Q1 2026, its #3 holding.
  • LCM Capital Management first reported a position in iShares Russell 2000 ETF in Q4 2020 and has held it in 22 quarters since.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on LCM Capital Management's 13F filing for Q1 2026, filed 21 Apr 2026.