LVM Capital Management’s iShares Russell 2000 ETF IWM Stock Holding History

LVM Capital 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 Q2	$285K	Hold	950	–	–	0.02%	136
2026 Q1	$236K	Buy	+950	New	+$245K	0.02%	146
2024 Q1	–	Sell	-1,580	Closed	-$317K	–	144
2023 Q4	$317K	Hold	1,580	–	–	0.04%	122
2023 Q3	$279K	Buy	1,580 +25	+2%	+$4.69K	0.04%	119
2023 Q2	$291K	Hold	1,555	–	–	0.04%	122
2023 Q1	$277K	Hold	1,555	–	–	0.04%	121
2022 Q4	$271K	Hold	1,555	–	–	0.04%	117
2022 Q3	$256K	Hold	1,555	–	–	0.04%	112
2022 Q2	$263K	Buy	1,555 +245	+19%	+$45.2K	0.04%	113
2022 Q1	$269K	Buy	+1,310	New	+$267K	0.04%	121

Other funds holding IWM

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

PRS

Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

LVM Capital Management's IWM Position: Q2 2026 in Review

LVM Capital Management held its iShares Russell 2000 ETF (IWM) position steady in Q2 2026 at 950 shares worth $285K. The position accounts for 0.02% of the portfolio, ranked #136.

LVM Capital Management first reported a position in IWM in Q1 2022 and has held it in 10 quarters since. The position peaked at $317K in Q4 2023. 1,350 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

LVM Capital Management held 950 shares of iShares Russell 2000 ETF worth $285K as of Q2 2026.
LVM Capital Management left its iShares Russell 2000 ETF share count unchanged in Q2 2026.
iShares Russell 2000 ETF made up 0.02% of LVM Capital Management's portfolio in Q2 2026, its #136 holding.
LVM Capital Management first reported a position in iShares Russell 2000 ETF in Q1 2022 and has held it in 10 quarters since.
LVM Capital Management's iShares Russell 2000 ETF position peaked at $317K in Q4 2023.
1,350 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on LVM Capital Management's 13F filing for Q2 2026, filed 9 Jul 2026.