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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
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 $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

LJI Wealth Management's IWM Position: Q1 2026 in Review

LJI Wealth Management increased its iShares Russell 2000 ETF (IWM) stake by 4.4% in Q1 2026, buying an estimated $1.34M and bringing the position to 122,099 shares worth $30.3M. The position accounts for 4.84% of the portfolio, ranked #5.

LJI Wealth Management first reported a position in IWM in Q4 2022 and has held it in 14 quarters since. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • LJI Wealth Management held 122,099 shares of iShares Russell 2000 ETF worth $30.3M as of Q1 2026.
  • LJI Wealth Management bought 5,190 iShares Russell 2000 ETF shares in Q1 2026, an estimated $1.34M.
  • iShares Russell 2000 ETF made up 4.84% of LJI Wealth Management's portfolio in Q1 2026, its #5 holding.
  • LJI Wealth Management first reported a position in iShares Russell 2000 ETF in Q4 2022 and has held it in 14 quarters since.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on LJI Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.