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LM Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

LM Advisors’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 		$2.51K Sell
623
-790
-56% -$204K 0.04% 171
2025
Q4 		$5.74K Sell
1,413
-440
-24% -$108K 0.1% 117
2025
Q3 		$448K Sell
1,853
-278
-13% -$63.8K 0.06% 140
2025
Q2 		$460K Sell
2,131
-142
-6% -$28.6K 0.06% 129
2025
Q1 		$453K Buy
2,273
+523
+30% +$113K 0.08% 165
2024
Q4 		$387K Sell
1,750
-1
-0.1% -$228 0.07% 147
2024
Q3 		$387K Hold
1,751
– – 0.08% 131
2024
Q2 		$355K Sell
1,751
-6,272
-78% -$1.27M ﹤0.01% 146
2024
Q1 		$1.69M Buy
8,023
+6,272
+358% +$1.25M 0.27% 73
2023
Q4 		$351K Buy
+1,751
New +$314K 0.07% 140

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

LM Advisors's IWM Position: Q1 2026 in Review

LM Advisors reduced its iShares Russell 2000 ETF (IWM) stake by 56% in Q1 2026, selling an estimated $204K and leaving 623 shares worth $2.51K. The position accounts for 0.04% of the portfolio, ranked #171.

LM Advisors first reported a position in IWM in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.69M in Q1 2024. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • LM Advisors held 623 shares of iShares Russell 2000 ETF worth $2.51K as of Q1 2026.
  • LM Advisors sold 790 iShares Russell 2000 ETF shares in Q1 2026, an estimated $204K.
  • iShares Russell 2000 ETF made up 0.04% of LM Advisors's portfolio in Q1 2026, its #171 holding.
  • LM Advisors first reported a position in iShares Russell 2000 ETF in Q4 2023 and has held it in 10 quarters since.
  • LM Advisors's iShares Russell 2000 ETF position peaked at $1.69M in Q1 2024.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on LM Advisors's 13F filing for Q1 2026, filed 14 May 2026.