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LMCG Investments’s iShares Russell 2000 ETF IWM Stock Holding History

LMCG Investments’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 		$446K Sell
1,484
-129
-8% -$36.3K 0.02% 194
2026
Q1 		$400K Buy
1,613
+7
+0.4% +$1.81K 0.02% 189
2025
Q4 		$395K Sell
1,606
-35
-2% -$8.61K 0.02% 191
2025
Q3 		$397K Sell
1,641
-26
-2% -$5.97K 0.02% 194
2025
Q2 		$360K Sell
1,667
-83
-5% -$16.7K 0.02% 198
2025
Q1 		$349K Sell
1,750
-176
-9% -$38.2K 0.02% 199
2024
Q4 		$426K Sell
1,926
-98
-5% -$22.3K 0.03% 200
2024
Q3 		$447K Sell
2,024
-236
-10% -$50.5K 0.03% 187
2024
Q2 		$459K Sell
2,260
-15,906
-88% -$3.21M 0.03% 251
2024
Q1 		$3.82M Sell
18,166
-16,598
-48% -$3.31M 0.22% 115
2023
Q4 		$6.98M Buy
+34,764
New +$6.23M 0.43% 80
2023
Q2 		– Sell
-1,152
Closed -$206K – 297
2023
Q1 		$206K Buy
1,152
+1
+0.1% +$184 0.01% 294
2022
Q4 		$201K Buy
+1,151
New +$205K 0.01% 300
2022
Q3 		– Sell
-1,334
Closed -$226K – 325
2022
Q2 		$226K Sell
1,334
-2
-0.1% -$369 0.02% 308
2022
Q1 		$274K Buy
+1,336
New +$273K 0.02% 308
2015
Q3 		$13.2M Sell
121,143
-58,916
-33% -$6.99M 0.28% 117
2015
Q2 		$22.5M Sell
180,059
-10,866
-6% -$1.36M 0.48% 45
2015
Q1 		$23.7M Sell
190,925
-64,368
-25% -$7.76M 0.5% 35
2014
Q4 		$30.5M Buy
255,293
+657
+0.3% +$75.1K 0.67% 21
2014
Q3 		$27.8M Buy
254,636
+9,713
+4% +$1.11M 0.62% 23
2014
Q2 		$29.1M Sell
244,923
-34,614
-12% -$3.93M 0.63% 27
2014
Q1 		$32.5M Sell
279,537
-43,592
-13% -$5.03M 0.72% 15
2013
Q4 		$37.3M Sell
323,129
-3,311
-1% -$366K 0.79% 11
2013
Q3 		$34.8M Sell
326,440
-36,209
-10% -$3.75M 0.84% 12
2013
Q2 		$35.2M Buy
+362,649
New +$34.6M 0.92% 8

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

LMCG Investments's IWM Position: Q2 2026 in Review

LMCG Investments reduced its iShares Russell 2000 ETF (IWM) stake by 8% in Q2 2026, selling an estimated $36.3K and leaving 1,484 shares worth $446K. The position accounts for 0.02% of the portfolio, ranked #194.

LMCG Investments first reported a position in IWM in Q2 2013 and has held it in 25 quarters since. The position peaked at $37.3M in Q4 2013. 2,731 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • LMCG Investments held 1,484 shares of iShares Russell 2000 ETF worth $446K as of Q2 2026.
  • LMCG Investments sold 129 iShares Russell 2000 ETF shares in Q2 2026, an estimated $36.3K.
  • iShares Russell 2000 ETF made up 0.02% of LMCG Investments's portfolio in Q2 2026, its #194 holding.
  • LMCG Investments first reported a position in iShares Russell 2000 ETF in Q2 2013 and has held it in 25 quarters since.
  • LMCG Investments's iShares Russell 2000 ETF position peaked at $37.3M in Q4 2013.
  • 2,731 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on LMCG Investments's 13F filing for Q2 2026, filed 22 Jul 2026.