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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
Q2 		$6.42M Buy
21,366
+5,149
+32% +$1.45M 1.73% 15
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 $1.55T 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

Lifestyle Asset Management's IWM Position: Q2 2026 in Review

Lifestyle Asset Management increased its iShares Russell 2000 ETF (IWM) stake by 32% in Q2 2026, buying an estimated $1.45M and bringing the position to 21,366 shares worth $6.42M. The position accounts for 1.73% of the portfolio, ranked #15.

Lifestyle Asset Management first reported a position in IWM in Q4 2022 and has held it in 15 quarters since. The position peaked at $14.7M in Q2 2023. 2,730 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Lifestyle Asset Management held 21,366 shares of iShares Russell 2000 ETF worth $6.42M as of Q2 2026.
  • Lifestyle Asset Management bought 5,149 iShares Russell 2000 ETF shares in Q2 2026, an estimated $1.45M.
  • iShares Russell 2000 ETF made up 1.73% of Lifestyle Asset Management's portfolio in Q2 2026, its #15 holding.
  • Lifestyle Asset Management first reported a position in iShares Russell 2000 ETF in Q4 2022 and has held it in 15 quarters since.
  • Lifestyle Asset Management's iShares Russell 2000 ETF position peaked at $14.7M in Q2 2023.
  • 2,730 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Lifestyle Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.