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

Lindbrook 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
2025
Q1 		$7.04M Sell
35,285
-3,227
-8% -$700K 0.65% 24
2024
Q4 		$8.51M Sell
38,512
-835
-2% -$190K 0.77% 23
2024
Q3 		$8.69M Sell
39,347
-821
-2% -$176K 0.77% 24
2024
Q2 		$8.15M Sell
40,168
-6,191
-13% -$1.25M 0.77% 20
2024
Q1 		$9.75M Sell
46,359
-1,564
-3% -$312K 0.91% 18
2023
Q4 		$9.62M Sell
47,923
-388
-0.8% -$69.5K 0.96% 17
2023
Q3 		$8.54M Sell
48,311
-2,038
-4% -$383K 0.96% 15
2023
Q2 		$9.43M Buy
50,349
+5,569
+12% +$993K 1% 14
2023
Q1 		$7.99M Buy
44,780
+1,956
+5% +$360K 0.94% 15
2022
Q4 		$7.47M Buy
42,824
+4,809
+13% +$855K 0.92% 15
2022
Q3 		$6.27M Sell
38,015
-775
-2% -$141K 1.06% 14
2022
Q2 		$6.57M Sell
38,790
-55
-0.1% -$10.1K 1.09% 12
2022
Q1 		$7.97M Buy
38,845
+2,235
+6% +$456K 1.23% 14
2021
Q4 		$8.14M Buy
36,610
+28,342
+343% +$6.4M 1.24% 13
2021
Q3 		$1.81M Sell
8,268
-56
-0.7% -$12.4K 0.47% 26
2021
Q2 		$1.91M Buy
8,324
+256
+3% +$57.6K 0.43% 28
2021
Q1 		$1.78M Hold
8,068
– – 0.4% 31
2020
Q4 		$1.58M Sell
8,068
-105
-1% -$18.4K 0.39% 29
2020
Q3 		$1.22M Sell
8,173
-3,360
-29% -$505K 0.34% 32
2020
Q2 		$1.65M Hold
11,533
– – 0.49% 24
2020
Q1 		$1.32M Sell
11,533
-4,619
-29% -$689K 0.5% 24
2019
Q4 		$2.68M Sell
16,152
-181
-1% -$28.6K 0.93% 15
2019
Q3 		$2.47M Hold
16,333
– – 0.93% 15
2019
Q2 		$2.54M Hold
16,333
– – 0.98% 12
2019
Q1 		$2.5M Sell
16,333
-6,400
-28% -$962K 1% 12
2018
Q4 		$3.04M Buy
+22,733
New +$3.39M 1.5% 6

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 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 $38.5B AUM 18.4% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Lindbrook Capital's IWM Position: Q1 2025 in Review

Lindbrook Capital reduced its iShares Russell 2000 ETF (IWM) stake by 8.4% in Q1 2025, selling an estimated $700K and leaving 35,285 shares worth $7.04M. The position accounts for 0.65% of the portfolio, ranked #24.

Lindbrook Capital first reported a position in IWM in Q4 2018 and has held it in 26 quarters since. The position peaked at $9.75M in Q1 2024. 2,360 funds tracked by Wall St. Rank hold IWM as of Q1 2025.

  • Lindbrook Capital held 35,285 shares of iShares Russell 2000 ETF worth $7.04M as of Q1 2025.
  • Lindbrook Capital sold 3,227 iShares Russell 2000 ETF shares in Q1 2025, an estimated $700K.
  • iShares Russell 2000 ETF made up 0.65% of Lindbrook Capital's portfolio in Q1 2025, its #24 holding.
  • Lindbrook Capital first reported a position in iShares Russell 2000 ETF in Q4 2018 and has held it in 26 quarters since.
  • Lindbrook Capital's iShares Russell 2000 ETF position peaked at $9.75M in Q1 2024.
  • 2,360 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.