LCM Capital Management
IWM icon

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
Q3 		$19.8M Buy
71,428
+319
+0.4% +$93.7K 8.43% 3
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 		$10M 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

Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
AIA Group
AIA Group Hong Kong $8.11B AUM 23.7% 1-Year Est. Return
MIRAE ASSET SECURITIES (USA) INC.
MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return
Stairway Partners
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
Citizens Financial Group
Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return
Washington Trust
Washington Trust Westerly, Rhode Island $3.23B AUM 23.24% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Parkside Investments
Parkside Investments Deerfield, Illinois $879M AUM 20.03% 1-Year Est. Return
GLOBALT Investments
GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return

LCM Capital Management's IWM Position: Q3 2026 in Review

LCM Capital Management increased its iShares Russell 2000 ETF (IWM) stake by 0.45% in Q3 2026, buying an estimated $93.7K and bringing the position to 71,428 shares worth $19.8M. The position accounts for 8.43% of the portfolio, ranked #3.

LCM Capital Management first reported a position in IWM in Q4 2020 and has held it in 24 quarters since. The position peaked at $21.4M in Q2 2026. 1,239 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

  • LCM Capital Management held 71,428 shares of iShares Russell 2000 ETF worth $19.8M as of Q3 2026.
  • LCM Capital Management bought 319 iShares Russell 2000 ETF shares in Q3 2026, an estimated $93.7K.
  • iShares Russell 2000 ETF made up 8.43% of LCM Capital Management's portfolio in Q3 2026, its #3 holding.
  • LCM Capital Management first reported a position in iShares Russell 2000 ETF in Q4 2020 and has held it in 24 quarters since.
  • LCM Capital Management's iShares Russell 2000 ETF position peaked at $21.4M in Q2 2026.
  • 1,239 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on LCM Capital Management's 13F filing for Q3 2026, filed 20 Oct 2026.