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Lifeworks Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Lifeworks Advisors’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 		$3.46M Sell
11,510
-1,896
-14% -$533K 0.36% 77
2026
Q1 		$3.32M Buy
13,406
+2,185
+19% +$564K 0.43% 74
2025
Q4 		$2.76M Sell
11,221
-19,507
-63% -$4.8M 0.36% 78
2025
Q3 		$7.43M Buy
30,728
+25,643
+504% +$5.88M 0.99% 24
2025
Q2 		$1.1M Sell
5,085
-260
-5% -$52.3K 0.16% 119
2025
Q1 		$1.07M Sell
5,345
-13,021
-71% -$2.82M 0.18% 117
2024
Q4 		$4.06M Buy
18,366
+10,880
+145% +$2.48M 0.73% 43
2024
Q3 		$1.65M Buy
7,486
+3,187
+74% +$682K 0.33% 90
2024
Q2 		$872K Sell
4,299
-243
-5% -$49.1K 0.24% 93
2024
Q1 		$955K Buy
4,542
+411
+10% +$82K 0.27% 88
2023
Q4 		$829K Sell
4,131
-863
-17% -$155K 0.29% 88
2023
Q3 		$883K Sell
4,994
-591
-11% -$111K 0.34% 83
2023
Q2 		$1.05M Sell
5,585
-200
-3% -$35.7K 0.45% 75
2023
Q1 		$1.03M Buy
5,785
+2,373
+70% +$437K 0.49% 74
2022
Q4 		$595K Buy
3,412
+79
+2% +$14.1K 0.34% 80
2022
Q3 		$611K Sell
3,333
-379
-10% -$69.1K 0.35% 86
2022
Q2 		$629K Sell
3,712
-200
-5% -$36.9K 0.4% 83
2022
Q1 		$803K Sell
3,912
-7,613
-66% -$1.55M 0.53% 65
2021
Q4 		$2.56M Buy
+11,525
New +$2.6M 2.04% 11

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

Lifeworks Advisors's IWM Position: Q2 2026 in Review

Lifeworks Advisors reduced its iShares Russell 2000 ETF (IWM) stake by 14% in Q2 2026, selling an estimated $533K and leaving 11,510 shares worth $3.46M. The position accounts for 0.36% of the portfolio, ranked #77.

Lifeworks Advisors first reported a position in IWM in Q4 2021 and has held it in 19 quarters since. The position peaked at $7.43M in Q3 2025. 2,724 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Lifeworks Advisors held 11,510 shares of iShares Russell 2000 ETF worth $3.46M as of Q2 2026.
  • Lifeworks Advisors sold 1,896 iShares Russell 2000 ETF shares in Q2 2026, an estimated $533K.
  • iShares Russell 2000 ETF made up 0.36% of Lifeworks Advisors's portfolio in Q2 2026, its #77 holding.
  • Lifeworks Advisors first reported a position in iShares Russell 2000 ETF in Q4 2021 and has held it in 19 quarters since.
  • Lifeworks Advisors's iShares Russell 2000 ETF position peaked at $7.43M in Q3 2025.
  • 2,724 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Lifeworks Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.