Lloyd Advisory Services’s iShares Russell 2000 ETF IWM Stock Holding History

Lloyd Advisory Services’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	$15.6K	Sell	52 -89	-63%	-$25K	0.01%	340
2026 Q1	$35K	Buy	+141	New	+$36.4K	0.01%	314
2022 Q4	$6.27M	Buy	35,957 +488	+1%	+$86.8K	4.36%	6
2022 Q3	$5.85M	Buy	35,469 +1,385	+4%	+$253K	4.27%	6
2022 Q2	$5.77M	Buy	34,084 +1,275	+4%	+$235K	4.49%	4
2022 Q1	$6.73M	Buy	32,809 +22,594	+221%	+$4.61M	3.14%	6
2021 Q4	$2.27M	Buy	10,215 +9,041	+770%	+$2.04M	1.05%	25
2021 Q3	$257K	Sell	1,174 -65	-5%	-$14.4K	0.13%	64
2021 Q2	$284K	Buy	1,239 +629	+103%	+$141K	0.14%	58
2021 Q1	$135K	Sell	610 -45,833	-99%	-$10M	0.07%	88
2020 Q4	$9.11M	Buy	46,443 +13,586	+41%	+$2.38M	4.98%	6
2020 Q3	$4.92M	Buy	32,857 +220	+0.7%	+$33.1K	2.99%	9
2020 Q2	$4.67M	Buy	32,637 +8,054	+33%	+$1.06M	2.94%	10
2020 Q1	$2.81M	Sell	24,583 -375	-2%	-$55.9K	2.08%	10
2019 Q4	$4.13M	Buy	+24,958	New	+$3.94M	3.76%	8

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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 Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Lloyd Advisory Services's IWM Position: Q2 2026 in Review

Lloyd Advisory Services reduced its iShares Russell 2000 ETF (IWM) stake by 63% in Q2 2026, selling an estimated $25K and leaving 52 shares worth $15.6K. The position accounts for 0.01% of the portfolio, ranked #340.

Lloyd Advisory Services first reported a position in IWM in Q4 2019 and has held it in 15 quarters since. The position peaked at $9.11M in Q4 2020. 2,724 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Lloyd Advisory Services held 52 shares of iShares Russell 2000 ETF worth $15.6K as of Q2 2026.
Lloyd Advisory Services sold 89 iShares Russell 2000 ETF shares in Q2 2026, an estimated $25K.
iShares Russell 2000 ETF made up 0.01% of Lloyd Advisory Services's portfolio in Q2 2026, its #340 holding.
Lloyd Advisory Services first reported a position in iShares Russell 2000 ETF in Q4 2019 and has held it in 15 quarters since.
Lloyd Advisory Services's iShares Russell 2000 ETF position peaked at $9.11M in Q4 2020.
2,724 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.