LPL Financial LLC IWM — iShares Russell 2000 Index Fund RUSSELL 2000

Ownership history in LPL Financial LLC  ·  93 quarters on record

AI Ownership Summary

LPL Financial LLC reported iShares Russell 2000 Index Fund RUSSELL 2000 (IWM) in 93 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.68% in 2023 Q4. The latest visible filing shows IWM at 0.50% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IWM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was LPL Financial LLC's position in iShares Russell 2000 Index Fund RUSSELL 2000, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

IWM was reported at 0.50% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.68% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

IWM stock page LPL Financial LLC fund profile LPL Financial LLC full holdings
How LPL Financial LLC held IWM — position size vs. price
% of Fund (quarterly)    IWM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 21 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 7,446,977 +7,438,477 +87511.5% 0.50% $1.83B 2026-02-14 (Est.) $262.49
2025 Q4 REDUCED 99.9% +0.9% ❌ 8,500 -7,358,950 -99.9% 0.00% $2.1M 2026-02-14 (Est.) $262.49
2025 Q3 ADDED — — — 7,367,450 +7,351,350 +45660.6% 0.52% $1.78B 2025-11-12 $242.39
2025 Q3 REDUCED 95.7% +3.6% ❌ 16,100 -356,200 -95.7% 0.00% $3.9M 2025-11-12 $242.39
2025 Q3 REDUCED 94.7% +3.6% ❌ 372,300 -6,680,606 -94.7% 0.03% $90.1M 2025-11-12 $242.39
2025 Q2 ADDED — — — 7,052,906 +7,046,506 +110101.7% 0.51% $1.52B 2025-08-12 $225.01
2025 Q2 REDUCED 99.9% +12.3% ❌ 6,400 -6,890,476 -99.9% 0.00% $1.4M 2025-08-12 $225.01
2025 Q1 ADDED — — — 6,896,876 +6,888,576 +82994.9% 0.54% $1.38B 2025-05-07 $195.32
2025 Q1 REDUCED 99.9% +8.5% ❌ 8,300 -7,006,387 -99.9% 0.00% $1.7M 2025-05-07 $195.32
2024 Q4 ADDED — — — 7,014,687 +7,012,587 +333932.7% 0.63% $1.55B 2025-02-11 $222.79
2024 Q4 REDUCED 100.0% -9.5% ✅ 2,100 -6,740,581 -100.0% 0.00% $464K 2025-02-11 $222.79
2024 Q3 ADDED — — — 6,742,681 +6,632,181 +6002.0% 0.66% $1.49B 2024-11-08 $234.36
2024 Q3 ADDED — — — 110,500 +105,800 +2251.1% 0.01% $24.4M 2024-11-08 $234.36
2024 Q3 REDUCED 99.9% +0.2% ❌ 4,700 -6,194,310 -99.9% 0.00% $1.0M 2024-11-08 $234.36
2024 Q2 ADDED — — — 6,199,010 +6,196,010 +206533.7% 0.63% $1.26B 2024-08-07 $198.11
2024 Q2 REDUCED 99.9% +9.2% ❌ 3,000 -5,933,698 -99.9% 0.00% $609K 2024-08-07 $198.11
2024 Q1 ADDED — — — 5,936,698 +5,936,673 +23746692.0% 0.67% $1.25B 2024-05-10 $199.84
2024 Q1 REDUCED 44.4% -4.1% ✅ 25 -20 -44.4% 0.00% $526K 2024-05-10 $199.84
2024 Q1 REDUCED 100.0% -4.1% ✅ 45 -5,571,903 -100.0% 0.00% $946K 2024-05-10 $199.84
2023 Q4 ADDED — — — 5,571,948 +5,569,348 +214205.7% 0.68% $1.12B 2024-02-14 $194.28
2023 Q4 REDUCED 100.0% +4.0% ❌ 2,600 -5,216,070 -100.0% 0.00% $522K 2024-02-14 $194.28
72 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding IWM

As of 2026 Q1 — sorted by position size

USA FINANCIAL FORMULAS 3Y 7Y 20.38% Appian Way Asset Management LP 3Y 14.31% Finley Financial, LLC 10.25% Baron Financial Group, LLC 3Y 9.79% Vavra Capital Management, LLC 9.37% MIRAE ASSET SECURITIES (USA) INC. 9.25% LCM Capital Management Inc 3Y 8.73% OFS Enterprise LLC 8.68% Millburn Ridgefield LLC /DE/ 3Y 7Y 8.56% Hillcrest Wealth Advisors - NY, LLC 3Y 7Y 8.35%

FAQ About LPL Financial LLC and IWM

These are the practical questions this page is built to answer before you even open the full history table.

How long has LPL Financial LLC reported owning IWM?

LPL Financial LLC reported IWM across 21 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported IWM position in LPL Financial LLC's portfolio?

The largest reported portfolio weight for IWM was 0.68% in 2023 Q4.

What is the latest reported IWM position on this page?

The most recent filing on this page is 2025 Q4, when LPL Financial LLC reported 7,446,977 shares, equal to 0.50% of portfolio, with an estimated market value of $1.83B.

What does the chart on this IWM ownership page compare?

The chart compares LPL Financial LLC's quarterly IWM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did LPL Financial LLC time their IWM position?

Based on 13F filing dates vs. subsequent IWM price moves, LPL Financial LLC correctly timed 66 out of 92 reported position changes (72%).

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