LRI Investments’s iShares Russell 2000 ETF IWM Stock Holding History

LRI Investments’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	$150K	Hold	500	–	–	0.01%	384
2026 Q1	$124K	Sell	500 -1,706	-77%	-$440K	0.01%	375
2025 Q4	$543K	Sell	2,206 -529	-19%	-$130K	0.04%	170
2025 Q3	$662K	Sell	2,735 -207	-7%	-$47.5K	0.05%	156
2025 Q2	$635K	Buy	2,942 +652	+28%	+$131K	0.05%	153
2025 Q1	$457K	Buy	2,290 +1,790	+358%	+$388K	0.04%	176
2024 Q4	$110K	Sell	500 -3,114	-86%	-$710K	0.01%	397
2024 Q3	$838K	Buy	3,614 +3,114	+623%	+$666K	0.08%	103
2024 Q2	$101K	Sell	500 -37	-7%	-$7.48K	0.01%	378
2024 Q1	$113K	Buy	+537	New	+$107K	0.03%	187

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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 Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LRI Investments's IWM Position: Q2 2026 in Review

LRI Investments held its iShares Russell 2000 ETF (IWM) position steady in Q2 2026 at 500 shares worth $150K. The position accounts for 0.01% of the portfolio, ranked #384.

LRI Investments first reported a position in IWM in Q1 2024 and has held it in 10 quarters since. The position peaked at $838K in Q3 2024. 2,724 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

LRI Investments held 500 shares of iShares Russell 2000 ETF worth $150K as of Q2 2026.
LRI Investments left its iShares Russell 2000 ETF share count unchanged in Q2 2026.
iShares Russell 2000 ETF made up 0.01% of LRI Investments's portfolio in Q2 2026, its #384 holding.
LRI Investments first reported a position in iShares Russell 2000 ETF in Q1 2024 and has held it in 10 quarters since.
LRI Investments's iShares Russell 2000 ETF position peaked at $838K in Q3 2024.
2,724 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.