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 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 $1.37T 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

Lutz Financial Services's IWM Position: Q1 2026 in Review

Lutz Financial Services held its iShares Russell 2000 ETF (IWM) position steady in Q1 2026 at 4,200 shares worth $1.04M. The position accounts for 0.07% of the portfolio, ranked #62.

Lutz Financial Services first reported a position in IWM in Q2 2022 and has held it in 16 quarters since. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Lutz Financial Services held 4,200 shares of iShares Russell 2000 ETF worth $1.04M as of Q1 2026.
Lutz Financial Services left its iShares Russell 2000 ETF share count unchanged in Q1 2026.
iShares Russell 2000 ETF made up 0.07% of Lutz Financial Services's portfolio in Q1 2026, its #62 holding.
Lutz Financial Services first reported a position in iShares Russell 2000 ETF in Q2 2022 and has held it in 16 quarters since.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Lutz Financial Services's 13F filing for Q1 2026, filed 4 May 2026.