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 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

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

AIA

Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return

Lincoln Capital's IWM Position: Q2 2026 in Review

Lincoln Capital held its iShares Russell 2000 ETF (IWM) position steady in Q2 2026 at 1,246 shares worth $374K. The position accounts for 0.07% of the portfolio, ranked #104.

Lincoln Capital first reported a position in IWM in Q2 2018 and has held it in 25 quarters since. 1,015 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Lincoln Capital held 1,246 shares of iShares Russell 2000 ETF worth $374K as of Q2 2026.
Lincoln Capital left its iShares Russell 2000 ETF share count unchanged in Q2 2026.
iShares Russell 2000 ETF made up 0.07% of Lincoln Capital's portfolio in Q2 2026, its #104 holding.
Lincoln Capital first reported a position in iShares Russell 2000 ETF in Q2 2018 and has held it in 25 quarters since.
1,015 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Lincoln Capital's 13F filing for Q2 2026, filed 7 Jul 2026.