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Lynch & Associates’s iShares Russell 2000 ETF IWM Stock Holding History

Lynch & Associates’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 		$784K Hold
2,610
– – 0.14% 92
2026
Q1 		$647K Buy
2,610
+10
+0.4% +$2.58K 0.12% 93
2025
Q4 		$640K Hold
2,600
– – 0.12% 93
2025
Q3 		$629K Hold
2,600
– – 0.12% 94
2025
Q2 		$561K Hold
2,600
– – 0.11% 95
2025
Q1 		$519K Hold
2,600
– – 0.11% 93
2024
Q4 		$574K Hold
2,600
– – 0.12% 87
2024
Q3 		$574K Hold
2,600
– – 0.12% 89
2024
Q2 		$528K Hold
2,600
– – 0.12% 86
2024
Q1 		$547K Hold
2,600
– – 0.13% 84
2023
Q4 		$522K Hold
2,600
– – 0.13% 85
2023
Q3 		$460K Hold
2,600
– – 0.12% 87
2023
Q2 		$487K Hold
2,600
– – 0.12% 80
2023
Q1 		$464K Hold
2,600
– – 0.12% 81
2022
Q4 		$453K Hold
2,600
– – 0.12% 81
2022
Q3 		$429K Sell
2,600
-100
-4% -$18.2K 0.13% 81
2022
Q2 		$457K Hold
2,700
– – 0.12% 79
2022
Q1 		$554K Hold
2,700
– – 0.13% 79
2021
Q4 		$601K Hold
2,700
– – 0.14% 78
2021
Q3 		$591K Sell
2,700
-100
-4% -$22.2K 0.15% 79
2021
Q2 		$642K Hold
2,800
– – 0.16% 77
2021
Q1 		$619K Hold
2,800
– – 0.17% 75
2020
Q4 		$549K Hold
2,800
– – 0.15% 78
2020
Q3 		$419K Sell
2,800
-111
-4% -$16.7K 0.13% 77
2020
Q2 		$417K Hold
2,911
– – 0.13% 78
2020
Q1 		$333K Buy
2,911
+334
+13% +$49.8K 0.12% 81
2019
Q4 		$427K Hold
2,577
– – 0.12% 82
2019
Q3 		$390K Hold
2,577
– – 0.12% 80
2019
Q2 		$401K Hold
2,577
– – 0.13% 79
2019
Q1 		$395K Sell
2,577
-200
-7% -$30.1K 0.13% 76
2018
Q4 		$372K Hold
2,777
– – 0.14% 76
2018
Q3 		$468K Sell
2,777
-614
-18% -$104K 0.16% 76
2018
Q2 		$555K Buy
3,391
+364
+12% +$58.2K 0.2% 70
2018
Q1 		$460K Sell
3,027
-108
-3% -$16.7K 0.18% 77
2017
Q4 		$478K Hold
3,135
– – 0.18% 71
2017
Q3 		$465K Sell
3,135
-100
-3% -$14.1K 0.18% 72
2017
Q2 		$456K Hold
3,235
– – 0.18% 77
2017
Q1 		$445K Sell
3,235
-1,514
-32% -$207K 0.18% 78
2016
Q4 		$640K Sell
4,749
-594
-11% -$75.9K 0.27% 66
2016
Q3 		$664K Sell
5,343
-465
-8% -$56.5K 0.29% 65
2016
Q2 		$668K Sell
5,808
-175
-3% -$19.7K 0.3% 64
2016
Q1 		$662K Sell
5,983
-50
-0.8% -$5.18K 0.31% 64
2015
Q4 		$679K Sell
6,033
-1,440
-19% -$166K 0.35% 58
2015
Q3 		$816K Sell
7,473
-125
-2% -$14.8K 0.45% 57
2015
Q2 		$949K Hold
7,598
– – 0.5% 59
2015
Q1 		$945K Sell
7,598
-9,101
-55% -$1.1M 0.5% 57
2014
Q4 		$2M Buy
16,699
+320
+2% +$36.6K 1.07% 31
2014
Q3 		$1.79M Buy
16,379
+1,655
+11% +$189K 1.01% 34
2014
Q2 		$1.75M Sell
14,724
-62
-0.4% -$7.04K 1% 34
2014
Q1 		$1.72M Buy
14,786
+861
+6% +$99.3K 1.01% 35
2013
Q4 		$1.61M Buy
13,925
+595
+4% +$65.7K 0.96% 37
2013
Q3 		$1.42M Sell
13,330
-39
-0.3% -$4.04K 0.95% 36
2013
Q2 		$1.3M Buy
+13,369
New +$1.28M 0.9% 36

Other funds holding IWM

SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
OE
OFS Enterprise Kearney, Nebraska $392M AUM
EWM
Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Lynch & Associates's IWM Position: Q2 2026 in Review

Lynch & Associates held its iShares Russell 2000 ETF (IWM) position steady in Q2 2026 at 2,610 shares worth $784K. The position accounts for 0.14% of the portfolio, ranked #92.

Lynch & Associates first reported a position in IWM in Q2 2013 and has held it in 53 quarters since. The position peaked at $2M in Q4 2014. 526 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Lynch & Associates held 2,610 shares of iShares Russell 2000 ETF worth $784K as of Q2 2026.
  • Lynch & Associates left its iShares Russell 2000 ETF share count unchanged in Q2 2026.
  • iShares Russell 2000 ETF made up 0.14% of Lynch & Associates's portfolio in Q2 2026, its #92 holding.
  • Lynch & Associates first reported a position in iShares Russell 2000 ETF in Q2 2013 and has held it in 53 quarters since.
  • Lynch & Associates's iShares Russell 2000 ETF position peaked at $2M in Q4 2014.
  • 526 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Lynch & Associates's 13F filing for Q2 2026, filed 13 Jul 2026.