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Lighthouse Investment Partners’s iShares Russell 2000 ETF IWM Stock Holding History

Lighthouse Investment Partners’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
2025
Q2 		– Sell
-200,000
Closed -$39.9M – 627
2025
Q1 		$39.9M Buy
+200,000
New +$43.4M 1.64% 2

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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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

Lighthouse Investment Partners's IWM Position: Q4 2024 in Review

Lighthouse Investment Partners sold out of iShares Russell 2000 ETF (IWM) in Q4 2024, closing a stake of 11,224 shares — an estimated $2.48M sold.

Lighthouse Investment Partners first reported a position in IWM in Q2 2023 and held it in 4 quarters. The position peaked at $7.07M in Q3 2023. 2,522 funds tracked by Wall St. Rank hold IWM as of Q4 2024.

  • Lighthouse Investment Partners reported no remaining iShares Russell 2000 ETF position as of Q4 2024 after selling out during the quarter.
  • Lighthouse Investment Partners sold 11,224 iShares Russell 2000 ETF shares in Q4 2024, an estimated $2.48M.
  • Lighthouse Investment Partners first reported a position in iShares Russell 2000 ETF in Q2 2023 and held it in 4 quarters.
  • Lighthouse Investment Partners's iShares Russell 2000 ETF position peaked at $7.07M in Q3 2023.
  • 2,522 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2024.

Based on Lighthouse Investment Partners's 13F filing for Q4 2024, filed 14 Feb 2025.