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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
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

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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 $41.9B AUM 18.91% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LJI Wealth Management's IWM Position: Q2 2026 in Review

LJI Wealth Management reduced its iShares Russell 2000 ETF (IWM) stake by 69% in Q2 2026, selling an estimated $23.8M and leaving 37,265 shares worth $11.2M. The position accounts for 1.57% of the portfolio, ranked #11.

LJI Wealth Management first reported a position in IWM in Q4 2022 and has held it in 15 quarters since. The position peaked at $30.3M in Q1 2026. 2,738 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • LJI Wealth Management held 37,265 shares of iShares Russell 2000 ETF worth $11.2M as of Q2 2026.
  • LJI Wealth Management sold 84,834 iShares Russell 2000 ETF shares in Q2 2026, an estimated $23.8M.
  • iShares Russell 2000 ETF made up 1.57% of LJI Wealth Management's portfolio in Q2 2026, its #11 holding.
  • LJI Wealth Management first reported a position in iShares Russell 2000 ETF in Q4 2022 and has held it in 15 quarters since.
  • LJI Wealth Management's iShares Russell 2000 ETF position peaked at $30.3M in Q1 2026.
  • 2,738 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on LJI Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.