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 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 $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Lodestar Private Asset Management's IWM Position: Q1 2026 in Review

Lodestar Private Asset Management reduced its iShares Russell 2000 ETF (IWM) stake by 0.47% in Q1 2026, selling an estimated $63.7K and leaving 52,747 shares worth $13.1M. The position accounts for 1.29% of the portfolio, ranked #25.

Lodestar Private Asset Management first reported a position in IWM in Q4 2022 and has held it in 14 quarters since. The position peaked at $15M in Q4 2022. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Lodestar Private Asset Management held 52,747 shares of iShares Russell 2000 ETF worth $13.1M as of Q1 2026.
Lodestar Private Asset Management sold 247 iShares Russell 2000 ETF shares in Q1 2026, an estimated $63.7K.
iShares Russell 2000 ETF made up 1.29% of Lodestar Private Asset Management's portfolio in Q1 2026, its #25 holding.
Lodestar Private Asset Management first reported a position in iShares Russell 2000 ETF in Q4 2022 and has held it in 14 quarters since.
Lodestar Private Asset Management's iShares Russell 2000 ETF position peaked at $15M in Q4 2022.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Lodestar Private Asset Management's 13F filing for Q1 2026, filed 27 Apr 2026.