Luminvest Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History

Luminvest Wealth Management’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	$256K	Hold	924	–	–	0.07%	44
2025 Q4	$227K	Hold	924	–	–	0.06%	45
2025 Q3	$230K	Hold	924	–	–	0.08%	43
2025 Q2	$206K	Buy	+924	New	+$186K	0.07%	39
2025 Q1	–	Sell	-924	Closed	-$204K	–	33
2024 Q4	$204K	Hold	924	–	–	0.08%	32
2024 Q3	$208K	Buy	+924	New	+$198K	0.09%	32
2024 Q2	–	Sell	-924	Closed	-$201K	–	35
2024 Q1	$201K	Hold	924	–	–	0.13%	23
2023 Q4	$203K	Buy	+924	New	+$166K	0.13%	20

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

Luminvest Wealth Management's IWM Position: Q1 2026 in Review

Luminvest Wealth Management held its iShares Russell 2000 ETF (IWM) position steady in Q1 2026 at 924 shares worth $256K. The position accounts for 0.07% of the portfolio, ranked #44.

Luminvest Wealth Management first reported a position in IWM in Q4 2023 and has held it in 8 quarters since. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Luminvest Wealth Management held 924 shares of iShares Russell 2000 ETF worth $256K as of Q1 2026.
Luminvest Wealth Management left its iShares Russell 2000 ETF share count unchanged in Q1 2026.
iShares Russell 2000 ETF made up 0.07% of Luminvest Wealth Management's portfolio in Q1 2026, its #44 holding.
Luminvest Wealth Management first reported a position in iShares Russell 2000 ETF in Q4 2023 and has held it in 8 quarters since.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Luminvest Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.