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LVW Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

LVW Advisors’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 		$2.12M Sell
7,072
-9
-0.1% -$2.53K 0.18% 70
2026
Q1 		$1.76M Buy
7,081
+330
+5% +$85.1K 0.17% 71
2025
Q4 		$1.66M Sell
6,751
-852
-11% -$209K 0.17% 75
2025
Q3 		$1.84M Sell
7,603
-473
-6% -$109K 0.19% 72
2025
Q2 		$1.74M Sell
8,076
-1,931
-19% -$389K 0.19% 74
2025
Q1 		$2M Sell
10,007
-1,989
-17% -$431K 0.24% 58
2024
Q4 		$2.65M Buy
11,996
+289
+2% +$65.9K 0.32% 51
2024
Q3 		$2.59M Sell
11,707
-1,065
-8% -$228K 0.33% 48
2024
Q2 		$2.59M Sell
12,772
-226
-2% -$45.7K 0.38% 41
2024
Q1 		$2.73M Sell
12,998
-78
-0.6% -$15.6K 0.46% 40
2023
Q4 		$2.62M Sell
13,076
-1,131
-8% -$203K 0.49% 38
2023
Q3 		$2.51M Sell
14,207
-520
-4% -$97.6K 0.52% 41
2023
Q2 		$2.76M Sell
14,727
-4,212
-22% -$751K 0.53% 49
2023
Q1 		$3.38M Sell
18,939
-1,727
-8% -$318K 0.66% 42
2022
Q4 		$3.6M Buy
20,666
+1,482
+8% +$264K 0.73% 39
2022
Q3 		$3.16M Buy
19,184
+1,121
+6% +$204K 0.71% 39
2022
Q2 		$3.06M Buy
18,063
+6,183
+52% +$1.14M 0.62% 46
2022
Q1 		$2.44M Buy
11,880
+886
+8% +$181K 0.41% 59
2021
Q4 		$2.45M Buy
10,994
+286
+3% +$64.6K 0.42% 54
2021
Q3 		$2.34M Buy
10,708
+296
+3% +$65.6K 0.4% 57
2021
Q2 		$2.39M Sell
10,412
-2,075
-17% -$467K 0.42% 54
2021
Q1 		$2.76M Hold
12,487
– – 0.53% 52
2020
Q4 		$2.45M Buy
12,487
+502
+4% +$87.8K 0.49% 52
2020
Q3 		$1.79M Sell
11,985
-1,940
-14% -$292K 0.4% 53
2020
Q2 		$1.99M Sell
13,925
-14,250
-51% -$1.87M 0.48% 50
2020
Q1 		$3.23M Buy
+28,175
New +$4.2M 0.86% 34
2019
Q2 		– Sell
-27,285
Closed -$4.18M – 174
2019
Q1 		$4.18M Sell
27,285
-4,058
-13% -$610K 1.11% 21
2018
Q4 		$4.2M Sell
31,343
-15,124
-33% -$2.26M 1.42% 17
2018
Q3 		$7.83M Buy
46,467
+9,713
+26% +$1.64M 2.2% 8
2018
Q2 		$6.02M Buy
36,754
+3,668
+11% +$587K 1.91% 8
2018
Q1 		$5.02M Buy
33,086
+3,802
+13% +$587K 1.56% 11
2017
Q4 		$4.46M Buy
29,284
+21,733
+288% +$3.26M 1.3% 16
2017
Q3 		$1.12M Sell
7,551
-21,635
-74% -$3.04M 0.44% 45
2017
Q2 		$4.1M Buy
29,186
+127
+0.4% +$17.6K 1.44% 10
2017
Q1 		$4M Buy
29,059
+60
+0.2% +$8.2K 1.43% 12
2016
Q4 		$3.91M Buy
28,999
+149
+0.5% +$19K 1.37% 12
2016
Q3 		$3.58M Buy
28,850
+21,289
+282% +$2.59M 1.17% 13
2016
Q2 		$869K Hold
7,561
– – 0.33% 47
2016
Q1 		$836K Buy
+7,561
New +$783K 0.27% 52

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
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AI
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

LVW Advisors's IWM Position: Q2 2026 in Review

LVW Advisors reduced its iShares Russell 2000 ETF (IWM) stake by 0.13% in Q2 2026, selling an estimated $2.53K and leaving 7,072 shares worth $2.12M. The position accounts for 0.18% of the portfolio, ranked #70.

LVW Advisors first reported a position in IWM in Q1 2016 and has held it in 39 quarters since. The position peaked at $7.83M in Q3 2018. 1,350 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • LVW Advisors held 7,072 shares of iShares Russell 2000 ETF worth $2.12M as of Q2 2026.
  • LVW Advisors sold 9 iShares Russell 2000 ETF shares in Q2 2026, an estimated $2.53K.
  • iShares Russell 2000 ETF made up 0.18% of LVW Advisors's portfolio in Q2 2026, its #70 holding.
  • LVW Advisors first reported a position in iShares Russell 2000 ETF in Q1 2016 and has held it in 39 quarters since.
  • LVW Advisors's iShares Russell 2000 ETF position peaked at $7.83M in Q3 2018.
  • 1,350 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.