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 Q2	$21.4M	Buy	71,109 +935	+1%	+$263K	9.29%	3
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 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

LCM Capital Management's IWM Position: Q2 2026 in Review

LCM Capital Management increased its iShares Russell 2000 ETF (IWM) stake by 1.3% in Q2 2026, buying an estimated $263K and bringing the position to 71,109 shares worth $21.4M. The position accounts for 9.29% of the portfolio, ranked #3.

LCM Capital Management first reported a position in IWM in Q4 2020 and has held it in 23 quarters since. 2,734 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

LCM Capital Management held 71,109 shares of iShares Russell 2000 ETF worth $21.4M as of Q2 2026.
LCM Capital Management bought 935 iShares Russell 2000 ETF shares in Q2 2026, an estimated $263K.
iShares Russell 2000 ETF made up 9.29% of LCM Capital Management's portfolio in Q2 2026, its #3 holding.
LCM Capital Management first reported a position in iShares Russell 2000 ETF in Q4 2020 and has held it in 23 quarters since.
2,734 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on LCM Capital Management's 13F filing for Q2 2026, filed 30 Jul 2026.