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LexAurum Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

LexAurum 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
Q2 		$624K Buy
2,078
+45
+2% +$12.6K 0.07% 206
2026
Q1 		$504K Buy
+2,033
New +$524K 0.07% 227
2025
Q3 		$498K Hold
2,058
– – 0.07% 205
2025
Q2 		$444K Hold
2,058
– – 0.07% 213
2025
Q1 		$411K Hold
2,058
– – 0.08% 221
2024
Q4 		$455K Sell
2,058
-90
-4% -$20.5K 0.09% 194
2024
Q3 		$474K Buy
2,148
+500
+30% +$107K 0.1% 170
2024
Q2 		$334K Hold
1,648
– – 0.08% 209
2024
Q1 		$347K Buy
1,648
+19
+1% +$3.79K 0.09% 202
2023
Q4 		$327K Sell
1,629
-145
-8% -$26K 0.09% 210
2023
Q3 		$314K Buy
1,774
+8
+0.5% +$1.5K 0.09% 206
2023
Q2 		$331K Sell
1,766
-4
-0.2% -$713 0.1% 180
2023
Q1 		$316K Hold
1,770
– – 0.1% 183
2022
Q4 		$309K Buy
1,770
+48
+3% +$8.54K 0.11% 180
2022
Q3 		$284K Hold
1,722
– – 0.11% 181
2022
Q2 		$292K Hold
1,722
– – 0.11% 178
2022
Q1 		$353K Sell
1,722
-680
-28% -$139K 0.12% 165
2021
Q4 		$534K Sell
2,402
-19
-0.8% -$4.29K 0.17% 127
2021
Q3 		$530K Sell
2,421
-35
-1% -$7.76K 0.16% 157
2021
Q2 		$563K Buy
2,456
+1,440
+142% +$324K 0.17% 148
2021
Q1 		$224K Sell
1,016
-202
-17% -$44.1K 0.08% 226
2020
Q4 		$239K Buy
+1,218
New +$213K 0.09% 216
2020
Q3 		– Sell
-1,842
Closed -$264K – 233
2020
Q2 		$264K Sell
1,842
-1,463
-44% -$192K 0.14% 157
2020
Q1 		$378K Sell
3,305
-634
-16% -$94.5K 0.26% 81
2019
Q4 		$653K Buy
3,939
+1,296
+49% +$205K 0.32% 75
2019
Q3 		$400K Sell
2,643
-86
-3% -$13.1K 0.24% 102
2019
Q2 		$424K Sell
2,729
-7
-0.3% -$1.08K 0.26% 92
2019
Q1 		$419K Buy
2,736
+3
+0.1% +$451 0.28% 82
2018
Q4 		$366K Buy
2,733
+1,454
+114% +$217K 0.28% 81
2018
Q3 		$216K Buy
+1,279
New +$216K 0.15% 137

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Treasurer of the State of North Carolina
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
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LexAurum Advisors's IWM Position: Q2 2026 in Review

LexAurum Advisors increased its iShares Russell 2000 ETF (IWM) stake by 2.2% in Q2 2026, buying an estimated $12.6K and bringing the position to 2,078 shares worth $624K. The position accounts for 0.07% of the portfolio, ranked #206.

LexAurum Advisors first reported a position in IWM in Q3 2018 and has held it in 30 quarters since. The position peaked at $653K in Q4 2019. 2,727 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • LexAurum Advisors held 2,078 shares of iShares Russell 2000 ETF worth $624K as of Q2 2026.
  • LexAurum Advisors bought 45 iShares Russell 2000 ETF shares in Q2 2026, an estimated $12.6K.
  • iShares Russell 2000 ETF made up 0.07% of LexAurum Advisors's portfolio in Q2 2026, its #206 holding.
  • LexAurum Advisors first reported a position in iShares Russell 2000 ETF in Q3 2018 and has held it in 30 quarters since.
  • LexAurum Advisors's iShares Russell 2000 ETF position peaked at $653K in Q4 2019.
  • 2,727 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on LexAurum Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.