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LPWM LLC’s iShares Russell 2000 ETF IWM Stock Holding History

LPWM LLC’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 		$11.1M Sell
36,932
-645
-2% -$181K 2.46% 9
2026
Q1 		$9.32M Sell
37,577
-2,346
-6% -$605K 2.35% 9
2025
Q4 		$9.83M Buy
39,923
+4,548
+13% +$1.12M 2.48% 9
2025
Q3 		$8.56M Buy
35,375
+468
+1% +$107K 2.28% 10
2025
Q2 		$7.53M Buy
34,907
+3,039
+10% +$612K 2.2% 10
2025
Q1 		$6.36M Buy
31,868
+1,189
+4% +$258K 2.05% 10
2024
Q4 		$6.78M Buy
30,679
+326
+1% +$74.3K 2.18% 10
2024
Q3 		$6.56M Buy
30,353
+549
+2% +$117K 2.15% 8
2024
Q2 		$6.03M Buy
29,804
+369
+1% +$74.6K 2.08% 8
2024
Q1 		$5.91M Buy
29,435
+751
+3% +$150K 2.17% 8
2023
Q4 		$5.54M Buy
28,684
+868
+3% +$156K 2.19% 10
2023
Q3 		$4.84M Buy
27,816
+522
+2% +$98K 2.18% 9
2023
Q2 		$5.12M Buy
27,294
+1,323
+5% +$236K 2.26% 9
2023
Q1 		$4.63M Buy
25,971
+752
+3% +$138K 2.23% 9
2022
Q4 		$4.55M Sell
25,219
-191
-0.8% -$34K 2.45% 8
2022
Q3 		$4.19M Buy
25,410
+1
+0% +$182 2.5% 8
2022
Q2 		$4.46M Sell
25,409
-12,872
-34% -$2.37M 2.49% 9
2022
Q1 		$7.64M Buy
38,281
+2,403
+7% +$490K 3.8% 6
2021
Q4 		$7.98M Buy
35,878
+1,157
+3% +$261K 4.23% 5
2021
Q3 		$7.72M Buy
34,721
+929
+3% +$206K 4.58% 5
2021
Q2 		$7.65M Buy
33,792
+22,950
+212% +$5.16M 4.59% 5
2021
Q1 		$2.43M Buy
10,842
+338
+3% +$73.8K 1.63% 8
2020
Q4 		$2.06M Sell
10,504
-633
-6% -$111K 1.54% 10
2020
Q3 		$1.7M Buy
11,137
+130
+1% +$19.6K 1.38% 13
2020
Q2 		$1.58M Sell
11,007
-973
-8% -$128K 1.44% 13
2020
Q1 		$1.37M Buy
11,980
+2,749
+30% +$410K 1.49% 13
2019
Q4 		$1.53M Buy
+9,231
New +$1.46M 1.41% 13

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

LPWM LLC's IWM Position: Q2 2026 in Review

LPWM LLC reduced its iShares Russell 2000 ETF (IWM) stake by 1.7% in Q2 2026, selling an estimated $181K and leaving 36,932 shares worth $11.1M. The position accounts for 2.46% of the portfolio, ranked #9.

LPWM LLC first reported a position in IWM in Q4 2019 and has held it in 27 quarters since. 2,729 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • LPWM LLC held 36,932 shares of iShares Russell 2000 ETF worth $11.1M as of Q2 2026.
  • LPWM LLC sold 645 iShares Russell 2000 ETF shares in Q2 2026, an estimated $181K.
  • iShares Russell 2000 ETF made up 2.46% of LPWM LLC's portfolio in Q2 2026, its #9 holding.
  • LPWM LLC first reported a position in iShares Russell 2000 ETF in Q4 2019 and has held it in 27 quarters since.
  • 2,729 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on LPWM LLC's 13F filing for Q2 2026, filed 24 Jul 2026.