Lutz Financial Services’s iShares Russell 2000 ETF IWM Stock Holding History

Lutz Financial Services’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	$1.26M	Hold	4,200	–	–	0.08%	59
2026 Q1	$1.04M	Hold	4,200	–	–	0.07%	62
2025 Q4	$1.03M	Buy	4,200 +553	+15%	+$136K	0.07%	63
2025 Q3	$882K	Hold	3,647	–	–	0.06%	62
2025 Q2	$787K	Hold	3,647	–	–	0.06%	62
2025 Q1	$728K	Sell	3,647 -80	-2%	-$17.4K	0.06%	64
2024 Q4	$824K	Buy	3,727 +114	+3%	+$26K	0.07%	64
2024 Q3	$798K	Hold	3,613	–	–	0.06%	63
2024 Q2	$733K	Hold	3,613	–	–	0.06%	63
2024 Q1	$760K	Hold	3,613	–	–	0.07%	62
2023 Q4	$725K	Sell	3,613 -81	-2%	-$14.5K	0.07%	62
2023 Q3	$653K	Sell	3,694 -1	-0%	-$188	0.07%	59
2023 Q2	$692K	Hold	3,695	–	–	0.07%	58
2023 Q1	$659K	Sell	3,695 -333	-8%	-$61.3K	0.08%	58
2022 Q4	$702K	Hold	4,028	–	–	0.09%	56
2022 Q3	$664K	Hold	4,028	–	–	0.09%	55
2022 Q2	$682K	Buy	+4,028	New	+$743K	0.09%	52

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

Lutz Financial Services's IWM Position: Q2 2026 in Review

Lutz Financial Services held its iShares Russell 2000 ETF (IWM) position steady in Q2 2026 at 4,200 shares worth $1.26M. The position accounts for 0.08% of the portfolio, ranked #59.

Lutz Financial Services first reported a position in IWM in Q2 2022 and has held it in 17 quarters since. 2,732 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Lutz Financial Services held 4,200 shares of iShares Russell 2000 ETF worth $1.26M as of Q2 2026.
Lutz Financial Services left its iShares Russell 2000 ETF share count unchanged in Q2 2026.
iShares Russell 2000 ETF made up 0.08% of Lutz Financial Services's portfolio in Q2 2026, its #59 holding.
Lutz Financial Services first reported a position in iShares Russell 2000 ETF in Q2 2022 and has held it in 17 quarters since.
2,732 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Lutz Financial Services's 13F filing for Q2 2026, filed 5 Aug 2026.