Lodestar Private Asset Management’s iShares Russell 2000 ETF IWM Stock Holding History

Lodestar Private Asset 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	$15.5M	Sell	51,447 -1,300	-2%	-$365K	1.34%	26
2026 Q1	$13.1M	Sell	52,747 -247	-0.5%	-$63.7K	1.29%	25
2025 Q4	$13M	Sell	52,994 -1,449	-3%	-$356K	1.31%	25
2025 Q3	$13.2M	Buy	54,443 +1,545	+3%	+$355K	1.38%	21
2025 Q2	$11.4M	Sell	52,898 -1,452	-3%	-$292K	1.32%	25
2025 Q1	$10.8M	Buy	54,350 +1,290	+2%	+$280K	1.36%	21
2024 Q4	$11.7M	Buy	53,060 +644	+1%	+$147K	1.47%	17
2024 Q3	$11.6M	Sell	52,416 -280	-0.5%	-$59.9K	1.47%	18
2024 Q2	$10.7M	Sell	52,696 -726	-1%	-$147K	1.47%	18
2024 Q1	$11.2M	Sell	53,422 -346	-0.6%	-$69K	1.6%	16
2023 Q4	$10.8M	Sell	53,768 -8,119	-13%	-$1.45M	1.65%	16
2023 Q3	$10.9M	Sell	61,887 -10,377	-14%	-$1.95M	1.87%	15
2023 Q2	$13.5M	Sell	72,264 -9,267	-11%	-$1.65M	2.27%	9
2023 Q1	$14.5M	Sell	81,531 -4,545	-5%	-$837K	2.6%	9
2022 Q4	$15M	Buy	+86,076	New	+$15.3M	2.88%	7

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

Lodestar Private Asset Management's IWM Position: Q2 2026 in Review

Lodestar Private Asset Management reduced its iShares Russell 2000 ETF (IWM) stake by 2.5% in Q2 2026, selling an estimated $365K and leaving 51,447 shares worth $15.5M. The position accounts for 1.34% of the portfolio, ranked #26.

Lodestar Private Asset Management first reported a position in IWM in Q4 2022 and has held it in 15 quarters since. 2,730 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Lodestar Private Asset Management held 51,447 shares of iShares Russell 2000 ETF worth $15.5M as of Q2 2026.
Lodestar Private Asset Management sold 1,300 iShares Russell 2000 ETF shares in Q2 2026, an estimated $365K.
iShares Russell 2000 ETF made up 1.34% of Lodestar Private Asset Management's portfolio in Q2 2026, its #26 holding.
Lodestar Private Asset Management first reported a position in iShares Russell 2000 ETF in Q4 2022 and has held it in 15 quarters since.
2,730 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Lodestar Private Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.