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IWMIWM
31 quarters

Position history for LPL Financial LLCLPL Financial LLC's holdings in ISHARES RUSSELL 2000 ETF ETF

LPL Financial LLC holds 3.7M shares of IWM (ISHARES RUSSELL 2000 ETF ETF), worth $1.1B as of 2026-Q2. The position was decreased (-0.1% shares). IWM represents 0.3% of LPL Financial LLC's portfolio.

Current Value

$1.1B

Current Shares

3.7M

Total Value Change

+$618.9M

Total Shares Change

-20,598

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
3.7M
-0.1%
$1.1B0.3%$300.45
0
2026-Q1
Decreased
3.7M
-49.8%
$926.8M0.2%$259.24
0
2025-Q4
Increased
7.4M
+1.1%
$1.8B0.5%$248.03
45
2025-Q3
Increased
7.4M
+4.5%
$1.8B0.5%$240.81
47
2025-Q2
Increased
7.1M
+2.3%
$1.5B0.5%$214.15
46
2025-Q1
Decreased
6.9M
-1.7%
$1.4B0.5%$198.67
0
2024-Q4
Increased
7M
+4.0%
$1.5B0.6%$218.23
47
2024-Q3
Increased
6.7M
+8.8%
$1.5B0.7%$217.23
49
2024-Q2
Increased
6.2M
+4.4%
$1.3B0.6%$199.36
47
2024-Q1
Increased
5.9M
+6.5%
$1.2B0.7%$206.07
48
2023-Q4
Increased
5.6M
+6.8%
$1.1B0.7%$196.17
48
2023-Q3
Increased
5.2M
+1.1%
$922.3M0.6%$172.11
45
2023-Q2
Increased
5.2M
+0.2%
$966.2M0.7%$180.65
45
2023-Q1
Decreased
5.2M
-1.1%
$918.9M0.7%$169.33
0
2022-Q4
Decreased
5.2M
-2.0%
$907.9M0.8%$167.91
0
2022-Q3
Decreased
5.3M
-21.5%
$876.5M0.8%$159.25
0
2022-Q2
Increased
6.8M
+1.2%
$1.1B1.1%$162.78
51
2022-Q1
Decreased
6.7M
-1.4%
$1.4B1.2%$197.33
0
2021-Q4
Increased
6.8M
+0.4%
$1.5B1.3%$211.63
50
2021-Q3
Increased
6.8M
+2.4%
$1.5B1.4%$208.99
51
2021-Q2
Increased
6.6M
+9.5%
$1.5B1.5%$216.40
55
2021-Q1
Increased
6M
+6.4%
$1.3B1.5%$205.40
54
2020-Q4
Increased
5.7M
+41.4%
$1.1B1.4%$184.70
67
2020-Q3
Increased
4M
+2.5%
$600.1M0.9%$140.00
45
2020-Q2
Increased
3.9M
+0.2%
$559.7M1.0%$131.81
44
2020-Q1
Decreased
3.9M
-0.1%
$446.4M1.0%$107.07
0
2019-Q4
Increased
3.9M
+1.0%
$646.9M1.2%$153.39
50
2019-Q3
Increased
3.9M
+2.4%
$585.2M1.2%$139.64
51
2019-Q2
Increased
3.8M
+3.9%
$587M1.3%$143.14
52
2019-Q1
Decreased
3.6M
-3.2%
$556.4M1.3%$140.43
0
2018-Q4
New
3.8M
-
$502.5M1.3%$121.55
72

Other major holders of IWM: BNP PARIBAS FINANCIAL MARKETS, Steward Partners Investment Advisory, LLC, BANK OF AMERICA CORP /DE/

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