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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
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 $1.37T 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

LPWM LLC's IWM Position: Q1 2026 in Review

LPWM LLC reduced its iShares Russell 2000 ETF (IWM) stake by 5.9% in Q1 2026, selling an estimated $605K and leaving 37,577 shares worth $9.32M. The position accounts for 2.35% of the portfolio, ranked #9.

LPWM LLC first reported a position in IWM in Q4 2019 and has held it in 26 quarters since. The position peaked at $9.83M in Q4 2025. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • LPWM LLC held 37,577 shares of iShares Russell 2000 ETF worth $9.32M as of Q1 2026.
  • LPWM LLC sold 2,346 iShares Russell 2000 ETF shares in Q1 2026, an estimated $605K.
  • iShares Russell 2000 ETF made up 2.35% of LPWM LLC's portfolio in Q1 2026, its #9 holding.
  • LPWM LLC first reported a position in iShares Russell 2000 ETF in Q4 2019 and has held it in 26 quarters since.
  • LPWM LLC's iShares Russell 2000 ETF position peaked at $9.83M in Q4 2025.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on LPWM LLC's 13F filing for Q1 2026, filed 9 Apr 2026.