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 $1.55T 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

LPL Financial's IWM Position: Q2 2026 in Review

LPL Financial reduced its iShares Russell 2000 ETF (IWM) stake by 0.13% in Q2 2026, selling an estimated $1.33M and leaving 3,732,504 shares worth $1.12B. The position accounts for 0.25% of the portfolio, ranked #74.

LPL Financial first reported a position in IWM in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.83B in Q4 2025. 2,732 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • LPL Financial held 3,732,504 shares of iShares Russell 2000 ETF worth $1.12B as of Q2 2026.
  • LPL Financial sold 4,736 iShares Russell 2000 ETF shares in Q2 2026, an estimated $1.33M.
  • iShares Russell 2000 ETF made up 0.25% of LPL Financial's portfolio in Q2 2026, its #74 holding.
  • LPL Financial first reported a position in iShares Russell 2000 ETF in Q2 2013 and has held it in 53 quarters since.
  • LPL Financial's iShares Russell 2000 ETF position peaked at $1.83B in Q4 2025.
  • 2,732 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.