Ownership history in Lindbrook Capital, LLC · 26 quarters on record
This page tracks every 13F SEC filing in which Lindbrook Capital, LLC reported a position in ISHARES RUSSELL 2000 ETF (IWM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q1 | REDUCED | 35,285 | -3,227 | -8.4% | 0.65% | $7.0M | $197.36 |
| 2024 Q4 | REDUCED | 38,512 | -835 | -2.1% | 0.77% | $8.5M | $218.11 |
| 2024 Q3 | REDUCED | 39,347 | -821 | -2.0% | 0.77% | $8.7M | $217.40 |
| 2024 Q2 | REDUCED | 40,168 | -6,191 | -13.4% | 0.77% | $8.1M | $199.01 |
| 2024 Q1 | REDUCED | 46,359 | -1,564 | -3.3% | 0.91% | $9.7M | $205.70 |
| 2023 Q4 | REDUCED | 47,923 | -388 | -0.8% | 0.96% | $9.6M | $195.82 |
| 2023 Q3 | REDUCED | 48,311 | -2,038 | -4.0% | 0.96% | $8.5M | $171.81 |
| 2023 Q2 | ADDED | 50,349 | +5,569 | +12.4% | 1.00% | $9.4M | $181.19 |
| 2023 Q1 | ADDED | 44,780 | +1,956 | +4.6% | 0.94% | $8.0M | $172.13 |
| 2022 Q4 | ADDED | 42,824 | +4,809 | +12.7% | 0.92% | $7.5M | $167.62 |
As of 2025 Q4 — sorted by position size