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LifeSteps Financial’s iShares Russell 2000 ETF IWM Stock Holding History

LifeSteps Financial’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 		$3.52M Buy
11,702
+268
+2% +$75.3K 1.64% 14
2026
Q1 		$2.84M Sell
11,434
-506
-4% -$131K 1.8% 15
2025
Q4 		$2.94M Sell
11,940
-308
-3% -$75.7K 1.88% 13
2025
Q3 		$2.96M Sell
12,248
-67
-0.5% -$15.4K 1.9% 13
2025
Q2 		$2.66M Buy
12,315
+104
+0.9% +$20.9K 1.83% 13
2025
Q1 		$2.44M Sell
12,211
-143
-1% -$31K 1.98% 13
2024
Q4 		$2.73M Sell
12,354
-51
-0.4% -$11.6K 2.09% 11
2024
Q3 		$2.74M Sell
12,405
-367
-3% -$78.5K 2.14% 10
2024
Q2 		$2.59M Sell
12,772
-847
-6% -$171K 2.14% 10
2024
Q1 		$2.86M Sell
13,619
-1,074
-7% -$214K 2.16% 10
2023
Q4 		$2.95M Sell
14,693
-343
-2% -$61.4K 2.62% 9
2023
Q3 		$2.66M Sell
15,036
-55
-0.4% -$10.3K 2.7% 8
2023
Q2 		$2.83M Sell
15,091
-719
-5% -$128K 2.79% 8
2023
Q1 		$2.82M Sell
15,810
-485
-3% -$89.3K 2.99% 8
2022
Q4 		$2.84M Sell
16,295
-269
-2% -$47.8K 2.96% 9
2022
Q3 		$2.73M Sell
16,564
-803
-5% -$146K 3.08% 8
2022
Q2 		$2.94M Sell
17,367
-417
-2% -$76.9K 3.07% 8
2022
Q1 		$3.65M Sell
17,784
-744
-4% -$152K 2.7% 10
2021
Q4 		$4.12M Sell
18,528
-62
-0.3% -$14K 2.92% 10
2021
Q3 		$4.07M Hold
18,590
– – 3.11% 8
2021
Q2 		$4.26M Buy
18,590
+570
+3% +$128K 3.28% 6
2021
Q1 		$3.98M Buy
18,020
+269
+2% +$58.7K 3.32% 6
2020
Q4 		$3.48M Sell
17,751
-107
-0.6% -$18.7K 3.19% 7
2020
Q3 		$2.67M Buy
17,858
+23
+0.1% +$3.46K 2.82% 8
2020
Q2 		$2.55M Sell
17,835
-773
-4% -$101K 2.95% 8
2020
Q1 		$2.13M Sell
18,608
-198
-1% -$29.5K 2.45% 12
2019
Q4 		$3.12M Buy
+18,806
New +$2.97M 2.94% 7

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
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return

LifeSteps Financial's IWM Position: Q2 2026 in Review

LifeSteps Financial increased its iShares Russell 2000 ETF (IWM) stake by 2.3% in Q2 2026, buying an estimated $75.3K and bringing the position to 11,702 shares worth $3.52M. The position accounts for 1.64% of the portfolio, ranked #14.

LifeSteps Financial first reported a position in IWM in Q4 2019 and has held it in 27 quarters since. The position peaked at $4.26M in Q2 2021. 1,015 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • LifeSteps Financial held 11,702 shares of iShares Russell 2000 ETF worth $3.52M as of Q2 2026.
  • LifeSteps Financial bought 268 iShares Russell 2000 ETF shares in Q2 2026, an estimated $75.3K.
  • iShares Russell 2000 ETF made up 1.64% of LifeSteps Financial's portfolio in Q2 2026, its #14 holding.
  • LifeSteps Financial first reported a position in iShares Russell 2000 ETF in Q4 2019 and has held it in 27 quarters since.
  • LifeSteps Financial's iShares Russell 2000 ETF position peaked at $4.26M in Q2 2021.
  • 1,015 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.