Luminvest Wealth Management
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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
Q3 		$258K Hold
924
– – 0.07% 40
2026
Q2 		$271K Hold
924
– – 0.06% 48
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

Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return
Catalyst Capital Advisors
Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return
Millburn Ridgefield Corp
Millburn Ridgefield Corp New York $5.45B AUM 11.92% 1-Year Est. Return

Luminvest Wealth Management's IWM Position: Q3 2026 in Review

Luminvest Wealth Management held its iShares Russell 2000 ETF (IWM) position steady in Q3 2026 at 924 shares worth $258K. The position accounts for 0.07% of the portfolio, ranked #40.

Luminvest Wealth Management first reported a position in IWM in Q4 2023 and has held it in 10 quarters since. The position peaked at $271K in Q2 2026. 1,801 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

  • Luminvest Wealth Management held 924 shares of iShares Russell 2000 ETF worth $258K as of Q3 2026.
  • Luminvest Wealth Management left its iShares Russell 2000 ETF share count unchanged in Q3 2026.
  • iShares Russell 2000 ETF made up 0.07% of Luminvest Wealth Management's portfolio in Q3 2026, its #40 holding.
  • Luminvest Wealth Management first reported a position in iShares Russell 2000 ETF in Q4 2023 and has held it in 10 quarters since.
  • Luminvest Wealth Management's iShares Russell 2000 ETF position peaked at $271K in Q2 2026.
  • 1,801 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on Luminvest Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.