LS Investment Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

LS Investment Advisors’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	$1.97M	Buy	6,569 +3	+0%	+$843	0.27%	59
2026 Q1	$1.63M	Buy	6,566 +1	+0%	+$258	0.24%	60
2025 Q4	$1.62M	Sell	6,565 -71	-1%	-$17.5K	0.23%	59
2025 Q3	$1.61M	Sell	6,636 -872	-12%	-$200K	0.23%	57
2025 Q2	$1.62M	Sell	7,508 -347	-4%	-$69.8K	0.24%	61
2025 Q1	$1.57M	Buy	7,855 +2	+0%	+$434	0.24%	63
2024 Q4	$1.74M	Buy	7,853 +1,018	+15%	+$232K	0.25%	59
2024 Q3	$1.51M	Hold	6,835	–	–	0.22%	67
2024 Q2	$1.39M	Sell	6,835 -271	-4%	-$54.8K	0.22%	71
2024 Q1	$1.49M	Sell	7,106 -885	-11%	-$177K	0.24%	71
2023 Q4	$1.6M	Buy	7,991 +504	+7%	+$90.3K	0.28%	62
2023 Q3	$1.32M	Sell	7,487 -2,685	-26%	-$504K	0.25%	61
2023 Q2	$1.9M	Sell	10,172 -766	-7%	-$137K	0.33%	54
2023 Q1	$1.95M	Sell	10,938 -3,615	-25%	-$666K	0.36%	53
2022 Q4	$2.54M	Sell	14,553 -509	-3%	-$90.5K	0.49%	46
2022 Q3	$2.48M	Hold	15,062	–	–	0.5%	47
2022 Q2	$2.55M	Sell	15,062 -175	-1%	-$32.3K	0.48%	47
2022 Q1	$3.13M	Buy	15,237 +190	+1%	+$38.8K	0.5%	46
2021 Q4	$3.35M	Buy	15,047 +35	+0.2%	+$7.91K	0.51%	42
2021 Q3	$3.28M	Sell	15,012 -1,500	-9%	-$333K	0.42%	46
2021 Q2	$3.79M	Sell	16,512 -2,200	-12%	-$495K	0.48%	46
2021 Q1	$4.13M	Sell	18,712 -2,300	-11%	-$502K	0.23%	118
2020 Q4	$4.12M	Buy	21,012 +578	+3%	+$101K	0.22%	118
2020 Q3	$3.06M	Sell	20,434 -256	-1%	-$38.5K	0.17%	129
2020 Q2	$2.96M	Sell	20,690 -518	-2%	-$68K	0.18%	129
2020 Q1	$2.43M	Sell	21,208 -1,100	-5%	-$164K	0.18%	129
2019 Q4	$3.7M	Buy	22,308 +150	+0.7%	+$23.7K	0.2%	114
2019 Q3	$3.35M	Hold	22,158	–	–	0.2%	115
2019 Q2	$3.45M	Sell	22,158 -3,500	-14%	-$540K	0.21%	111
2019 Q1	$3.93M	Hold	25,658	–	–	0.24%	100
2018 Q4	$3.44M	Hold	25,658	–	–	0.24%	98
2018 Q3	$4.33M	Hold	25,658	–	–	0.25%	88
2018 Q2	$4.2M	Hold	25,658	–	–	0.25%	82
2018 Q1	$3.9M	Hold	25,658	–	–	0.23%	93
2017 Q4	$3.91M	Hold	25,658	–	–	0.23%	95
2017 Q3	$3.8M	Buy	25,658 +2,400	+10%	+$338K	0.23%	95
2017 Q2	$3.28M	Hold	23,258	–	–	0.2%	104
2017 Q1	$3.2M	Sell	23,258 -2,868	-11%	-$392K	0.2%	104
2016 Q4	$3.52M	Hold	26,126	–	–	0.25%	82
2016 Q3	$3.25M	Buy	26,126 +2,400	+10%	+$292K	0.24%	86
2016 Q2	$2.73M	Sell	23,726 -3,300	-12%	-$372K	0.19%	115
2016 Q1	$2.99M	Sell	27,026 -3,275	-11%	-$339K	0.22%	99
2015 Q4	$3.41M	Sell	30,301 -150	-0.5%	-$17.3K	0.26%	76
2015 Q3	$3.33M	Buy	30,451 +1,775	+6%	+$210K	0.27%	77
2015 Q2	$3.58M	Buy	28,676 +675	+2%	+$84.3K	0.27%	80
2015 Q1	$3.48M	Sell	28,001 -1,100	-4%	-$133K	0.27%	82
2014 Q4	$3.48M	Sell	29,101 -175	-0.6%	-$20K	0.28%	73
2014 Q3	$3.2M	Buy	29,276 +300	+1%	+$34.3K	0.28%	75
2014 Q2	$3.44M	Sell	28,976 -7,385	-20%	-$839K	0.29%	74
2014 Q1	$4.23M	Sell	36,361 -17,274	-32%	-$1.99M	0.35%	63
2013 Q4	$6.19M	Sell	53,635 -50	-0.1%	-$5.52K	0.56%	49
2013 Q3	$5.72M	Sell	53,685 -1,600	-3%	-$166K	0.69%	46
2013 Q2	$5.36M	Buy	+55,285	New	+$5.28M	0.69%	47

Other funds holding IWM

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return

AHC

Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

VWM

Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

LS Investment Advisors's IWM Position: Q2 2026 in Review

LS Investment Advisors increased its iShares Russell 2000 ETF (IWM) stake by 0.05% in Q2 2026, buying an estimated $843 and bringing the position to 6,569 shares worth $1.97M. The position accounts for 0.27% of the portfolio, ranked #59.

LS Investment Advisors first reported a position in IWM in Q2 2013 and has held it in 53 quarters since. The position peaked at $6.19M in Q4 2013. 684 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

LS Investment Advisors held 6,569 shares of iShares Russell 2000 ETF worth $1.97M as of Q2 2026.
LS Investment Advisors bought 3 iShares Russell 2000 ETF shares in Q2 2026, an estimated $843.
iShares Russell 2000 ETF made up 0.27% of LS Investment Advisors's portfolio in Q2 2026, its #59 holding.
LS Investment Advisors first reported a position in iShares Russell 2000 ETF in Q2 2013 and has held it in 53 quarters since.
LS Investment Advisors's iShares Russell 2000 ETF position peaked at $6.19M in Q4 2013.
684 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on LS Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.