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Lifestyle Asset Management’s iShares Russell 2000 ETF IWM Stock Holding History

Lifestyle Asset 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 		$4.02M Buy
16,217
+3,381
+26% +$872K 1.31% 15
2025
Q4 		$3.16M Buy
12,836
+3,457
+37% +$850K 1.03% 21
2025
Q3 		$2.27M Buy
9,379
+2,041
+28% +$468K 0.77% 32
2025
Q2 		$1.58M Buy
7,338
+268
+4% +$53.9K 0.74% 28
2025
Q1 		$1.41M Buy
7,070
+1,055
+18% +$229K 0.78% 23
2024
Q4 		$1.33M Buy
6,015
+117
+2% +$26.7K 0.72% 24
2024
Q3 		$1.3M Buy
5,898
+90
+2% +$19.3K 0.72% 24
2024
Q2 		$1.18M Sell
5,808
-59
-1% -$11.9K 0.68% 28
2024
Q1 		$1.23M Sell
5,867
-529
-8% -$106K 0.73% 28
2023
Q4 		$1.28M Sell
6,396
-72,425
-92% -$13M 0.71% 25
2023
Q3 		$13.9M Buy
78,821
+315
+0.4% +$59.1K 8.45% 3
2023
Q2 		$14.7M Buy
78,506
+2,309
+3% +$412K 8.83% 3
2023
Q1 		$13.6M Buy
76,197
+4,702
+7% +$866K 9.09% 3
2022
Q4 		$12.5M Buy
+71,495
New +$12.7M 9.97% 3

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Lifestyle Asset Management's IWM Position: Q1 2026 in Review

Lifestyle Asset Management increased its iShares Russell 2000 ETF (IWM) stake by 26% in Q1 2026, buying an estimated $872K and bringing the position to 16,217 shares worth $4.02M. The position accounts for 1.31% of the portfolio, ranked #15.

Lifestyle Asset Management first reported a position in IWM in Q4 2022 and has held it in 14 quarters since. The position peaked at $14.7M in Q2 2023. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Lifestyle Asset Management held 16,217 shares of iShares Russell 2000 ETF worth $4.02M as of Q1 2026.
  • Lifestyle Asset Management bought 3,381 iShares Russell 2000 ETF shares in Q1 2026, an estimated $872K.
  • iShares Russell 2000 ETF made up 1.31% of Lifestyle Asset Management's portfolio in Q1 2026, its #15 holding.
  • Lifestyle Asset Management first reported a position in iShares Russell 2000 ETF in Q4 2022 and has held it in 14 quarters since.
  • Lifestyle Asset Management's iShares Russell 2000 ETF position peaked at $14.7M in Q2 2023.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Lifestyle Asset Management's 13F filing for Q1 2026, filed 10 Apr 2026.