Form 13-F position report

ISHARES RUSSELL 2000 ETF

Reported by LJI Wealth Management LLC

ETF profile Manager portfolio Source filing
IWM CUSIP 464287655 Manager CIK 0001988563
Latest reported change

Reported 111,716 shares, up 7,894 (7.6%) from the prior quarter.

Reported value 16.4%; share count 7.6% vs. the prior quarter.

Added
% of reported 13F value 4.2% This manager · Q2 2025
Shares 111,716 Quarter-end amount reported
Reported value $24,107,303 Fair value at quarter end
Consecutive quarters held 11 Through Q2 2025

Reported position value by quarter

Reported position value by quarter

Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.

Manager history

Quarterly position history

How this manager's reported quarter-end position changed over time.

16 quarters
Quarter Activity Shares Change % of reported 13F Reported value Filed
Q3 2026 Reduced 35,905 -1,360 (-3.6%) 1.4% $9,977,580 2026-10-28
Q2 2026 Reduced 37,265 -84,834 (-69.5%) 1.57% $11,196,286 2026-07-31
Q1 2026 Added 122,099 +5,190 (4.4%) 4.84% $30,280,671 2026-05-05
Q4 2025 Added 116,909 +7,047 (6.4%) 4.39% $28,778,216 2026-02-03
Q3 2025 Reduced 109,862 -1,854 (-1.7%) 4.64% $26,582,151 2025-10-29
Q2 2025 Added 111,716 +7,894 (7.6%) 4.2% $24,107,303 2025-07-31
Q1 2025 Added 103,822 +7,758 (8.1%) 4.12% $20,711,400 2025-05-02
Q4 2024 Reduced 96,064 -5,829 (-5.7%) 4.18% $21,226,235 2025-01-28
Q3 2024 Added 101,893 +4,258 (4.4%) 4.6% $22,507,228 2024-11-06
Q2 2024 Added 97,635 +22,063 (29.2%) 4.38% $19,809,116 2024-08-12
Q1 2024 Added 75,572 +2,787 (3.8%) 4.11% $15,892,871 2024-05-15
Q4 2023 Reduced 72,785 -102 (-0.1%) 3.78% $14,608,704 2024-02-13
Q3 2023 Added 72,887 +3,407 (4.9%) 3.71% $12,882,082 2024-02-02
Q2 2023 Reduced 69,480 -154 (-0.2%) 3.79% $13,011,605 2024-02-02
Q1 2023 Added 69,634 +3,421 (5.2%) 3.92% $12,422,749 2024-02-02
Q4 2022 New 66,213 +66,213 (0.0%) 4.05% $11,544,979 2024-01-02
Institutional context

Who else reported the position

2537 managers reported ISHARES RUSSELL 2000 ETF for Q2 2025.

Manager Activity Shares Change % of reported 13F Reported value Tenure
Bank of America Corporation Added 37,178,220 +4,564,399 0.59% $8,022,688,044 49 qtrs
The Goldman Sachs Group Inc Reduced 21,899,598 -3,224,987 0.64% $4,725,714,465 49 qtrs
MORGAN STANLEY Reduced 20,861,715 -2,374,239 0.29% $4,501,750,049 49 qtrs
WELLS FARGO & COMPANY MN Added 15,617,669 +392,628 0.7% $3,370,136,828 49 qtrs
BlackRock Inc Reduced 9,153,601 -241,625 0.04% $1,975,255,651 4 qtrs
Empower Advisory Group LLC Added 8,616,866 +472,801 5.57% $1,859,433,416 10 qtrs
JPMorgan Chase & Co Added 8,178,921 +2,134,779 0.12% $1,764,929,627 49 qtrs
LPL Financial LLC Added 7,052,906 +156,030 0.51% $1,521,946,451 49 qtrs
Rafferty Asset Management LLC Added 6,747,829 +648,801 4.8% $1,456,114,020 49 qtrs
Holocene Advisors LP New 5,700,000 +5,700,000 3.0% $1,230,003,000 3 qtrs
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Filing details and methodology As reported
Report period
June 30, 2025
Filed
July 31, 2025
Filing type
13F-HR
Position type
RUSSELL 2000 ETF

Voting authority reported

Sole
0
Shared
0
None
111,716

“None” means the manager reported no voting authority for those shares on non-routine matters. It does not disclose why and is not evidence of securities lending.

Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.