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

LSP 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 Q1	$3.84M	Hold	15,500	–	–	2.79%	8
2025 Q4	$3.82M	Hold	15,500	–	–	2.03%	11
2025 Q3	$3.75M	Hold	15,500	–	–	2.25%	11
2025 Q2	$3.34M	Hold	15,500	–	–	2.4%	10
2025 Q1	$3.09M	Hold	15,500	–	–	2.66%	10
2024 Q4	$3.42M	Hold	15,500	–	–	2.39%	9
2024 Q3	$3.42M	Hold	15,500	–	–	1.84%	11
2024 Q2	$3.14M	Hold	15,500	–	–	1.79%	11
2024 Q1	$3.26M	Hold	15,500	–	–	1.76%	9
2023 Q4	$3.11M	Hold	15,500	–	–	1.47%	9
2023 Q3	$2.74M	Hold	15,500	–	–	1.35%	7
2023 Q2	$2.9M	Hold	15,500	–	–	1.63%	6
2023 Q1	$2.77M	Hold	15,500	–	–	1.55%	8
2022 Q4	$2.7M	Hold	15,500	–	–	1.19%	8
2022 Q3	$2.56M	Hold	15,500	–	–	1.08%	9
2022 Q2	$2.63M	Hold	15,500	–	–	1.04%	10
2022 Q1	$3.18M	Hold	15,500	–	–	0.97%	9
2021 Q4	$3.45M	Hold	15,500	–	–	1.47%	9
2021 Q3	$3.39M	Buy	+15,500	New	+$3.44M	1.36%	11

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

LSP Investment Advisors's IWM Position: Q1 2026 in Review

LSP Investment Advisors held its iShares Russell 2000 ETF (IWM) position steady in Q1 2026 at 15,500 shares worth $3.84M. The position accounts for 2.79% of the portfolio, ranked #8.

LSP Investment Advisors first reported a position in IWM in Q3 2021 and has held it in 19 quarters since. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

LSP Investment Advisors held 15,500 shares of iShares Russell 2000 ETF worth $3.84M as of Q1 2026.
LSP Investment Advisors left its iShares Russell 2000 ETF share count unchanged in Q1 2026.
iShares Russell 2000 ETF made up 2.79% of LSP Investment Advisors's portfolio in Q1 2026, its #8 holding.
LSP Investment Advisors first reported a position in iShares Russell 2000 ETF in Q3 2021 and has held it in 19 quarters since.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on LSP Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.