SEC 13F Intelligence

Lbmc Investment Advisors, LLC / IWM

Lbmc Investment Advisors, LLC’s Ishares Tr Position

Does Lbmc Investment Advisors, LLC own Ishares Tr (IWM)? Yes — 704.8K shares worth $175M (+10.66% of its 13F portfolio) as of Q1 2026, down from 709.3K shares the prior filed quarter.

Position Value
$175M
Q1 2026
Shares
704.8K
% of Portfolio
+10.66%
Quarters Held
29
currently held

Position History IWM

Reported value by quarter
Q4 ’18: $91MQ4 ’18Q1 ’19: $107MQ2 ’19: $111MQ3 ’19: $108MQ4 ’19: $118MQ4 ’19Q1 ’20: $84MQ2 ’20: $98MQ3 ’20: $106MQ4 ’20: $140MQ4 ’20Q1 ’21: $161MQ2 ’21: $173MQ3 ’21: $171MQ1 ’22: $160MQ1 ’22Q2 ’22: $124MQ3 ’22: $122MQ4 ’22: $127MQ1 ’23: $130MQ1 ’23Q2 ’23: $134MQ3 ’23: $122MQ4 ’23: $141MQ1 ’24: $149MQ1 ’24Q2 ’24: $141MQ3 ’24: $157MQ4 ’24: $158MQ1 ’25: $142MQ1 ’25Q2 ’25: $151MQ3 ’25: $170MQ4 ’25: $175MQ1 ’26: $175MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026704.8K$175M+10.66%
Q4 2025709.3K$175M+10.74%
Q3 2025704.3K$170M+10.86%
Q2 2025701.5K$151M+10.80%
Q1 2025710.2K$142M+11.07%
Q4 2024714.9K$158M+12.45%
Q3 2024709.3K$157M+12.38%
Q2 2024696.7K$141M+12.26%
Q1 2024706.3K$149M+12.88%
Q4 2023701.6K$141M+13.39%
Q3 2023710.3K$122M+12.93%
Q2 2023716.9K$134M+13.20%
Q1 2023727.7K$130M+13.12%
Q4 2022730.5K$127M+13.44%
Q3 2022738.9K$122M+14.03%
Q2 2022734.6K$124M+13.51%
Q1 2022780.6K$160M+14.18%
Q3 20217.9K$171M+16.00%
Q2 2021753.2K$173M+16.43%
Q1 2021729.6K$161M+16.99%
Q4 2020712.2K$140M+16.45%
Q3 2020711.0K$106M+14.77%
Q2 2020685.6K$98M+15.46%
Q1 2020730.1K$84M+15.57%
Q4 2019712.5K$118M+16.66%
Q3 2019710.4K$108M+16.31%
Q2 2019711.7K$111M+16.75%
Q1 2019697.7K$107M+16.94%
Q4 2018678.3K$91M+16.73%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Lbmc Investment Advisors, LLC’s full portfolio or all institutional holders of IWM.