Life Line Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History

Life Line Wealth 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	$2.69M	Buy	10,861 +19	+0.2%	+$4.9K	1.2%	8
2025 Q4	$2.67M	Buy	10,842 +36	+0.3%	+$8.85K	0.79%	11
2025 Q3	$2.61M	Buy	10,806 +30	+0.3%	+$6.88K	0.8%	11
2025 Q2	$2.33M	Buy	10,776 +29	+0.3%	+$5.84K	0.75%	11
2025 Q1	$2.14M	Sell	10,747 -168,661	-94%	-$36.6M	0.79%	12
2024 Q4	$39.6M	Buy	179,408 +3,363	+2%	+$767K	14.14%	3
2024 Q3	$38.9M	Buy	+176,045	New	+$37.7M	13.9%	4
2024 Q2	–	Sell	-57,180	Closed	-$12M	–	28
2024 Q1	$12M	Buy	+57,180	New	+$11.4M	4.55%	5

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Life Line Wealth Management's IWM Position: Q1 2026 in Review

Life Line Wealth Management increased its iShares Russell 2000 ETF (IWM) stake by 0.18% in Q1 2026, buying an estimated $4.9K and bringing the position to 10,861 shares worth $2.69M. The position accounts for 1.2% of the portfolio, ranked #8.

Life Line Wealth Management first reported a position in IWM in Q1 2024 and has held it in 8 quarters since. The position peaked at $39.6M in Q4 2024. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Life Line Wealth Management held 10,861 shares of iShares Russell 2000 ETF worth $2.69M as of Q1 2026.
Life Line Wealth Management bought 19 iShares Russell 2000 ETF shares in Q1 2026, an estimated $4.9K.
iShares Russell 2000 ETF made up 1.2% of Life Line Wealth Management's portfolio in Q1 2026, its #8 holding.
Life Line Wealth Management first reported a position in iShares Russell 2000 ETF in Q1 2024 and has held it in 8 quarters since.
Life Line Wealth Management's iShares Russell 2000 ETF position peaked at $39.6M in Q4 2024.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Life Line Wealth Management's 13F filing for Q1 2026, filed 9 Apr 2026.