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 Q3	$1.24M	Buy	4,456 +256	+6%	+$75.2K	0.08%	62
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

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return

Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return

Millburn Ridgefield Corp New York $5.45B AUM 11.92% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Lutz Financial Services's IWM Position: Q3 2026 in Review

Lutz Financial Services increased its iShares Russell 2000 ETF (IWM) stake by 6.1% in Q3 2026, buying an estimated $75.2K and bringing the position to 4,456 shares worth $1.24M. The position accounts for 0.08% of the portfolio, ranked #62.

Lutz Financial Services first reported a position in IWM in Q2 2022 and has held it in 18 quarters since. The position peaked at $1.26M in Q2 2026. 1,680 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

Lutz Financial Services held 4,456 shares of iShares Russell 2000 ETF worth $1.24M as of Q3 2026.
Lutz Financial Services bought 256 iShares Russell 2000 ETF shares in Q3 2026, an estimated $75.2K.
iShares Russell 2000 ETF made up 0.08% of Lutz Financial Services's portfolio in Q3 2026, its #62 holding.
Lutz Financial Services first reported a position in iShares Russell 2000 ETF in Q2 2022 and has held it in 18 quarters since.
Lutz Financial Services's iShares Russell 2000 ETF position peaked at $1.26M in Q2 2026.
1,680 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on Lutz Financial Services's 13F filing for Q3 2026, filed 6 Nov 2026.