LPL Financial’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.01M | Buy |
20,200
+11,700
| +138% | +$3.02M | ﹤0.01% | 2618 |
|
|
2025
Q4 | $2.09M | Sell |
8,500
-7,600
| -47% | -$1.87M | ﹤0.01% | 3371 |
|
|
2025
Q3 | $3.9M | Buy |
16,100
+9,700
| +152% | +$2.23M | ﹤0.01% | 2702 |
|
|
2025
Q2 | $1.38M | Sell |
6,400
-1,900
| -23% | -$382K | ﹤0.01% | 3458 |
|
|
2025
Q1 | $1.66M | Buy |
8,300
+6,200
| +295% | +$1.34M | ﹤0.01% | 3118 |
|
|
2024
Q4 | $464K | Sell |
2,100
-108,400
| -98% | -$24.7M | ﹤0.01% | 4163 |
|
|
2024
Q3 | $24.4M | Buy |
110,500
+107,500
| +3,583% | +$23M | 0.01% | 940 |
|
|
2024
Q2 | $609K | Buy |
3,000
+2,975
| +11,900% | +$601K | ﹤0.01% | 3696 |
|
|
2024
Q1 | $526K | Sell |
25
-2,575
| -99% | -$514K | ﹤0.01% | 3741 |
|
|
2023
Q4 | $522K | Hold |
2,600
| – | – | ﹤0.01% | 3636 |
|
|
2023
Q3 | $460K | Sell |
2,600
-2,500
| -49% | -$469K | ﹤0.01% | 3557 |
|
|
2023
Q2 | $955K | Sell |
5,100
-499,500
| -99% | -$89.1M | ﹤0.01% | 2872 |
|
|
2023
Q1 | $90M | Buy |
504,600
+498,500
| +8,172% | +$91.8M | 0.07% | 256 |
|
|
2022
Q4 | $1.06M | Buy |
6,100
+1,000
| +20% | +$178K | ﹤0.01% | 2590 |
|
|
2022
Q3 | $841K | Sell |
5,100
-54,800
| -91% | -$10M | ﹤0.01% | 2677 |
|
|
2022
Q2 | $10.1M | Sell |
59,900
-26,400
| -31% | -$4.87M | 0.01% | 956 |
|
|
2022
Q1 | $17.7M | Buy |
86,300
+72,900
| +544% | +$14.9M | 0.02% | 723 |
|
|
2021
Q4 | $2.98M | Sell |
13,400
-109,500
| -89% | -$24.7M | ﹤0.01% | 1791 |
|
|
2021
Q3 | $26.9M | Buy |
122,900
+43,300
| +54% | +$9.6M | 0.03% | 509 |
|
|
2021
Q2 | $18.3M | Buy |
79,600
+75,300
| +1,751% | +$16.9M | 0.02% | 629 |
|
|
2021
Q1 | $950K | Buy |
4,300
+1,400
| +48% | +$306K | ﹤0.01% | 2434 |
|
|
2020
Q4 | $569K | Sell |
2,900
-700
| -19% | -$122K | ﹤0.01% | 2637 |
|
|
2020
Q3 | $539K | Sell |
3,600
-1,300
| -27% | -$196K | ﹤0.01% | 2392 |
|
|
2020
Q2 | $702K | Buy |
+4,900
| New | +$643K | ﹤0.01% | 2108 |
|
|
2020
Q1 | – | Sell |
-2,900
| Closed | -$480K | – | 3330 |
|
|
2019
Q4 | $480K | Buy |
+2,900
| New | +$458K | ﹤0.01% | 2410 |
|
|
2019
Q3 | – | Sell |
-8,400
| Closed | -$1.31M | – | 3337 |
|
|
2019
Q2 | $1.31M | Sell |
8,400
-1,500
| -15% | -$231K | ﹤0.01% | 1536 |
|
|
2019
Q1 | $1.52M | Buy |
9,900
+3,100
| +46% | +$466K | ﹤0.01% | 1357 |
|
|
2018
Q4 | $911K | Buy |
6,800
+1,100
| +19% | +$164K | ﹤0.01% | 1601 |
|
|
2018
Q3 | $961K | Buy |
5,700
+1,100
| +24% | +$186K | ﹤0.01% | 1700 |
|
|
2018
Q2 | $753K | Sell |
4,600
-1,400
| -23% | -$224K | ﹤0.01% | 1857 |
|
|
2018
Q1 | $911K | Buy |
+6,000
| New | +$927K | ﹤0.01% | 1681 |
|
Other funds holding IWM
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.