Lincoln Capital
IWM icon

Lincoln Capital’s iShares Russell 2000 ETF IWM Stock Holding History

Lincoln Capital’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
Q3 		$346K Hold
1,246
– – 0.06% 110
2026
Q2 		$374K Hold
1,246
– – 0.07% 104
2026
Q1 		$309K Hold
1,246
– – 0.06% 109
2025
Q4 		$307K Hold
1,246
– – 0.06% 109
2025
Q3 		$306K Hold
1,246
– – 0.06% 108
2025
Q2 		$269K Hold
1,246
– – 0.05% 112
2025
Q1 		$234K Hold
1,246
– – 0.05% 111
2024
Q4 		$275K Hold
1,246
– – 0.06% 101
2024
Q3 		$275K Hold
1,246
– – 0.06% 97
2024
Q2 		$253K Hold
1,246
– – 0.06% 98
2024
Q1 		$262K Hold
1,246
– – 0.06% 98
2023
Q4 		$250K Hold
1,246
– – 0.06% 97
2023
Q3 		$220K Sell
1,246
-80
-6% -$15K 0.06% 98
2023
Q2 		$248K Hold
1,326
– – 0.06% 92
2023
Q1 		$237K Hold
1,326
– – 0.07% 97
2022
Q4 		$231K Sell
1,326
-26
-2% -$4.62K 0.07% 98
2022
Q3 		$223K Hold
1,352
– – 0.07% 93
2022
Q2 		$229K Hold
1,352
– – 0.06% 98
2022
Q1 		$278K Hold
1,352
– – 0.07% 94
2021
Q4 		$301K Hold
1,352
– – 0.07% 89
2021
Q3 		$296K Hold
1,352
– – 0.08% 88
2021
Q2 		$310K Hold
1,352
– – 0.09% 84
2021
Q1 		$299K Hold
1,352
– – 0.09% 75
2020
Q4 		$265K Buy
+1,352
New +$237K 0.09% 80
2018
Q4 		– Sell
-1,200
Closed -$202K – 71
2018
Q3 		$202K Hold
1,200
– – 0.1% 75
2018
Q2 		$203K Buy
+1,200
New +$192K 0.11% 69

Other funds holding IWM

Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return
Catalyst Capital Advisors
Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return
Millburn Ridgefield Corp
Millburn Ridgefield Corp New York $5.45B AUM 11.92% 1-Year Est. Return

Lincoln Capital's IWM Position: Q3 2026 in Review

Lincoln Capital held its iShares Russell 2000 ETF (IWM) position steady in Q3 2026 at 1,246 shares worth $346K. The position accounts for 0.06% of the portfolio, ranked #110.

Lincoln Capital first reported a position in IWM in Q2 2018 and has held it in 26 quarters since. The position peaked at $374K in Q2 2026. 1,803 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

  • Lincoln Capital held 1,246 shares of iShares Russell 2000 ETF worth $346K as of Q3 2026.
  • Lincoln Capital left its iShares Russell 2000 ETF share count unchanged in Q3 2026.
  • iShares Russell 2000 ETF made up 0.06% of Lincoln Capital's portfolio in Q3 2026, its #110 holding.
  • Lincoln Capital first reported a position in iShares Russell 2000 ETF in Q2 2018 and has held it in 26 quarters since.
  • Lincoln Capital's iShares Russell 2000 ETF position peaked at $374K in Q2 2026.
  • 1,803 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on Lincoln Capital's 13F filing for Q3 2026, filed 9 Oct 2026.