Lionshead Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History

Lionshead Wealth Management’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	$904K	Buy	3,253 +1	+0%	+$294	0.61%	44
2026 Q2	$977K	Sell	3,252 -28	-0.9%	-$7.87K	0.63%	43
2026 Q1	$814K	Sell	3,280 -50	-2%	-$12.9K	0.6%	49
2025 Q4	$820K	Buy	3,330 +1	+0%	+$246	0.62%	46
2025 Q3	$806K	Buy	3,329 +60	+2%	+$13.8K	0.64%	42
2025 Q2	$705K	Sell	3,269 -2,614	-44%	-$526K	0.65%	44
2025 Q1	$1.17M	Sell	5,883 -2,197	-27%	-$477K	1.22%	25
2024 Q4	$1.79M	Buy	+8,080	New	+$1.84M	1.29%	24

Other funds holding IWM

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

HRT Financial New York $57.2B AUM 52.85% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Rafferty Asset Management New York $38.4B AUM 89% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Lionshead Wealth Management's IWM Position: Q3 2026 in Review

Lionshead Wealth Management increased its iShares Russell 2000 ETF (IWM) stake by 0.03% in Q3 2026, buying an estimated $294 and bringing the position to 3,253 shares worth $904K. The position accounts for 0.61% of the portfolio, ranked #44.

Lionshead Wealth Management first reported a position in IWM in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.79M in Q4 2024. 2,278 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

Lionshead Wealth Management held 3,253 shares of iShares Russell 2000 ETF worth $904K as of Q3 2026.
Lionshead Wealth Management bought 1 iShares Russell 2000 ETF share in Q3 2026, an estimated $294.
iShares Russell 2000 ETF made up 0.61% of Lionshead Wealth Management's portfolio in Q3 2026, its #44 holding.
Lionshead Wealth Management first reported a position in iShares Russell 2000 ETF in Q4 2024 and has held it in 8 quarters since.
Lionshead Wealth Management's iShares Russell 2000 ETF position peaked at $1.79M in Q4 2024.
2,278 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on Lionshead Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.