Lugano Financial Advisors SA (LFA)’s iShares Russell 2000 ETF IWM Stock Holding History

Lugano Financial Advisors SA (LFA)’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	$313K	Buy	1,042 +247	+31%	+$69.4K	0.19%	60
2026 Q1	$197K	Hold	795	–	–	0.1%	81
2025 Q4	$196K	Hold	795	–	–	0.1%	82
2025 Q3	$192K	Sell	795 -123	-13%	-$28.2K	0.1%	80
2025 Q2	$198K	Buy	918 +795	+646%	+$160K	0.12%	78
2025 Q1	$24.5K	Sell	123 -122	-50%	-$26.5K	0.02%	160
2024 Q4	$54.1K	Buy	+245	New	+$55.9K	0.04%	141
2019 Q1	–	Sell	-11,267	Closed	-$1.9M	–	157
2018 Q4	$1.9M	Hold	11,267	–	–	1.32%	15
2018 Q3	$1.9M	Buy	11,267 +390	+4%	+$65.8K	1.32%	15
2018 Q2	$1.77M	Buy	+10,877	New	+$1.74M	1.7%	20

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

Lugano Financial Advisors SA (LFA)'s IWM Position: Q2 2026 in Review

Lugano Financial Advisors SA (LFA) increased its iShares Russell 2000 ETF (IWM) stake by 31% in Q2 2026, buying an estimated $69.4K and bringing the position to 1,042 shares worth $313K. The position accounts for 0.19% of the portfolio, ranked #60.

Lugano Financial Advisors SA (LFA) first reported a position in IWM in Q2 2018 and has held it in 10 quarters since. The position peaked at $1.9M in Q4 2018. 2,724 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Lugano Financial Advisors SA (LFA) held 1,042 shares of iShares Russell 2000 ETF worth $313K as of Q2 2026.
Lugano Financial Advisors SA (LFA) bought 247 iShares Russell 2000 ETF shares in Q2 2026, an estimated $69.4K.
iShares Russell 2000 ETF made up 0.19% of Lugano Financial Advisors SA (LFA)'s portfolio in Q2 2026, its #60 holding.
Lugano Financial Advisors SA (LFA) first reported a position in iShares Russell 2000 ETF in Q2 2018 and has held it in 10 quarters since.
Lugano Financial Advisors SA (LFA)'s iShares Russell 2000 ETF position peaked at $1.9M in Q4 2018.
2,724 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q2 2026, filed 28 Jul 2026.