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

LJI 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 		$10M Sell
35,905
-1,360
-4% -$399K 1.4% 11
2026
Q2 		$11.2M Sell
37,265
-84,834
-69% -$23.8M 1.57% 11
2026
Q1 		$30.3M Buy
122,099
+5,190
+4% +$1.34M 4.84% 5
2025
Q4 		$28.8M Buy
116,909
+7,047
+6% +$1.73M 4.39% 6
2025
Q3 		$26.6M Sell
109,862
-1,854
-2% -$425K 4.64% 5
2025
Q2 		$24.1M Buy
111,716
+7,894
+8% +$1.59M 4.2% 5
2025
Q1 		$20.7M Buy
103,822
+7,758
+8% +$1.68M 4.12% 5
2024
Q4 		$21.2M Sell
96,064
-5,829
-6% -$1.33M 4.18% 5
2024
Q3 		$22.5M Buy
101,893
+4,258
+4% +$911K 4.6% 4
2024
Q2 		$19.8M Buy
97,635
+22,063
+29% +$4.46M 4.38% 4
2024
Q1 		$15.9M Buy
75,572
+2,787
+4% +$556K 4.11% 4
2023
Q4 		$14.6M Sell
72,785
-102
-0.1% -$18.3K 3.78% 5
2023
Q3 		$12.9M Buy
72,887
+3,407
+5% +$640K 3.71% 5
2023
Q2 		$13M Sell
69,480
-154
-0.2% -$27.5K 3.79% 6
2023
Q1 		$12.4M Buy
69,634
+3,421
+5% +$630K 3.92% 5
2022
Q4 		$11.5M Buy
+66,213
New +$11.8M 4.05% 5

Other funds holding IWM

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
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
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 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

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

LJI Wealth Management reduced its iShares Russell 2000 ETF (IWM) stake by 3.6% in Q3 2026, selling an estimated $399K and leaving 35,905 shares worth $10M. The position accounts for 1.4% of the portfolio, ranked #11.

LJI Wealth Management first reported a position in IWM in Q4 2022 and has held it in 16 quarters since. The position peaked at $30.3M in Q1 2026. 1,941 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

  • LJI Wealth Management held 35,905 shares of iShares Russell 2000 ETF worth $10M as of Q3 2026.
  • LJI Wealth Management sold 1,360 iShares Russell 2000 ETF shares in Q3 2026, an estimated $399K.
  • iShares Russell 2000 ETF made up 1.4% of LJI Wealth Management's portfolio in Q3 2026, its #11 holding.
  • LJI Wealth Management first reported a position in iShares Russell 2000 ETF in Q4 2022 and has held it in 16 quarters since.
  • LJI Wealth Management's iShares Russell 2000 ETF position peaked at $30.3M in Q1 2026.
  • 1,941 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on LJI Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.