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LGL Partners’s iShares Russell 2000 ETF IWM Stock Holding History

LGL Partners’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 		$3.59M Buy
11,963
+27
+0.2% +$7.59K 1.32% 14
2026
Q1 		$2.96M Buy
11,936
+20
+0.2% +$5.16K 1.22% 16
2025
Q4 		$2.93M Buy
11,916
+38
+0.3% +$9.34K 1.25% 16
2025
Q3 		$2.87M Buy
11,878
+31
+0.3% +$7.11K 1.22% 17
2025
Q2 		$2.6M Buy
11,847
+31
+0.3% +$6.24K 1.16% 17
2025
Q1 		$2.36M Sell
11,816
-199
-2% -$43.2K 1.14% 17
2024
Q4 		$2.65M Buy
12,015
+35
+0.3% +$7.98K 0.39% 27
2024
Q3 		$2.65M Buy
11,980
+39
+0.3% +$8.35K 0.37% 26
2024
Q2 		$2.42M Buy
11,941
+32
+0.3% +$6.47K 0.35% 26
2024
Q1 		$2.5M Buy
11,909
+263
+2% +$52.5K 0.42% 25
2023
Q4 		$2.34M Sell
11,646
-56
-0.5% -$10K 0.32% 28
2023
Q3 		$2.07M Buy
11,702
+2,307
+25% +$433K 0.36% 25
2023
Q2 		$1.76M Buy
9,395
+6,131
+188% +$1.09M 0.3% 27
2023
Q1 		$582K Buy
3,264
+260
+9% +$47.9K 0.1% 53
2022
Q4 		$524K Buy
3,004
+873
+41% +$155K 0.09% 53
2022
Q3 		$351K Sell
2,131
-86
-4% -$15.7K 0.07% 78
2022
Q2 		$375K Sell
2,217
-417
-16% -$76.9K 0.06% 69
2022
Q1 		$541K Sell
2,634
-70
-3% -$14.3K 0.07% 55
2021
Q4 		$601K Buy
2,704
+9
+0.3% +$2.03K 0.07% 57
2021
Q3 		$590K Sell
2,695
-45
-2% -$9.98K 0.36% 43
2021
Q2 		$629K Buy
2,740
+4
+0.1% +$899 0.38% 43
2021
Q1 		$605K Sell
2,736
-95
-3% -$20.7K 0.35% 43
2020
Q4 		$555K Buy
2,831
+61
+2% +$10.7K 0.32% 45
2020
Q3 		$415K Buy
2,770
+110
+4% +$16.5K 0.25% 52
2020
Q2 		$381K Sell
2,660
-342
-11% -$44.9K 0.24% 56
2020
Q1 		$344K Buy
3,002
+19
+0.6% +$2.83K 0.23% 56
2019
Q4 		$494K Sell
2,983
-9,506
-76% -$1.5M 0.16% 50
2019
Q3 		$1.89M Buy
12,489
+521
+4% +$79.6K 0.79% 21
2019
Q2 		$1.86M Sell
11,968
-1,609
-12% -$248K 0.74% 23
2019
Q1 		$2.08M Buy
13,577
+7
+0.1% +$1.05K 0.79% 25
2018
Q4 		$1.82M Buy
13,570
+14
+0.1% +$2.09K 0.99% 20
2018
Q3 		$2.29M Buy
13,556
+9
+0.1% +$1.52K 1.08% 17
2018
Q2 		$2.22M Sell
13,547
-2,455
-15% -$393K 1.05% 18
2018
Q1 		$2.41M Buy
16,002
+6
+0% +$927 1.15% 17
2017
Q4 		$2.44M Sell
15,996
-2,648
-14% -$398K 1.09% 23
2017
Q3 		$2.76M Buy
18,644
+16,262
+683% +$2.29M 1.77% 12
2017
Q2 		$336K Hold
2,382
– – 0.18% 63
2017
Q1 		$328K Buy
2,382
+7
+0.3% +$956 0.17% 65
2016
Q4 		$320K Buy
2,375
+9
+0.4% +$1.15K 0.18% 70
2016
Q3 		$293K Buy
2,366
+19
+0.8% +$2.31K 0.15% 74
2016
Q2 		$268K Hold
2,347
– – 0.15% 82
2016
Q1 		$260K Buy
2,347
+207
+10% +$21.4K 0.13% 82
2015
Q4 		$241K Buy
+2,140
New +$247K 0.13% 79

Other funds holding IWM

CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
PRS
Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

LGL Partners's IWM Position: Q2 2026 in Review

LGL Partners increased its iShares Russell 2000 ETF (IWM) stake by 0.23% in Q2 2026, buying an estimated $7.59K and bringing the position to 11,963 shares worth $3.59M. The position accounts for 1.32% of the portfolio, ranked #14.

LGL Partners first reported a position in IWM in Q4 2015 and has held it in 43 quarters since. 1,350 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • LGL Partners held 11,963 shares of iShares Russell 2000 ETF worth $3.59M as of Q2 2026.
  • LGL Partners bought 27 iShares Russell 2000 ETF shares in Q2 2026, an estimated $7.59K.
  • iShares Russell 2000 ETF made up 1.32% of LGL Partners's portfolio in Q2 2026, its #14 holding.
  • LGL Partners first reported a position in iShares Russell 2000 ETF in Q4 2015 and has held it in 43 quarters since.
  • 1,350 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on LGL Partners's 13F filing for Q2 2026, filed 27 Jul 2026.