LPL Financial
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LPL Financial’s iShares Russell 2000 ETF IWM Stock Holding History

LPL Financial’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
2025
Q4 		– Sell
-372,300
Closed -$90.1M – 5970
2025
Q3 		$90.1M Buy
+372,300
New +$85.4M 0.03% 565
2024
Q4 		– Sell
-4,700
Closed -$1.04M – 5374
2024
Q3 		$1.04M Buy
+4,700
New +$1.01M ﹤0.01% 3367
2024
Q2 		– Sell
-45
Closed -$946K – 5081
2024
Q1 		$946K Buy
+45
New +$8.98K ﹤0.01% 3226

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

LPL Financial's IWM Position: Q1 2026 in Review

LPL Financial reduced its iShares Russell 2000 ETF (IWM) stake by 50% in Q1 2026, selling an estimated $957M and leaving 3,737,240 shares worth $927M. The position accounts for 0.25% of the portfolio, ranked #79.

LPL Financial first reported a position in IWM in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.83B in Q4 2025. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • LPL Financial held 3,737,240 shares of iShares Russell 2000 ETF worth $927M as of Q1 2026.
  • LPL Financial sold 3,709,737 iShares Russell 2000 ETF shares in Q1 2026, an estimated $957M.
  • iShares Russell 2000 ETF made up 0.25% of LPL Financial's portfolio in Q1 2026, its #79 holding.
  • LPL Financial first reported a position in iShares Russell 2000 ETF in Q2 2013 and has held it in 52 quarters since.
  • LPL Financial's iShares Russell 2000 ETF position peaked at $1.83B in Q4 2025.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.