Oliver Lagore Vanvalin Investment Group’s iShares Russell 2000 ETF IWM Stock Holding History

Oliver Lagore Vanvalin Investment Group’s Portfolio IWM Stock Details IWM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$598	Buy	+3	New	+$604	﹤0.01%	605
2024 Q4	$26.3K	Buy	119 +107	+892%	+$24.4K	0.01%	328
2024 Q3	$2.65K	Sell	12 -2	-14%	-$428	﹤0.01%	556
2024 Q2	$2.84K	Sell	14 -21,295	-100%	-$4.3M	﹤0.01%	563
2024 Q1	$4.48M	Buy	21,309 +21,066	+8,669%	+$4.2M	1.31%	15
2023 Q4	$48.8K	Sell	243 -554	-70%	-$99.3K	0.02%	215
2023 Q3	$141K	Sell	797 -58,848	-99%	-$11M	0.06%	137
2023 Q2	$11.2M	Buy	59,645 +59,539	+56,169%	+$10.6M	4.09%	6
2023 Q1	$18.9K	Sell	106 -1,415	-93%	-$261K	0.01%	289
2022 Q4	$265K	Sell	1,521 -223	-13%	-$39.7K	0.15%	72
2022 Q3	$288K	Buy	1,744 +431	+33%	+$78.6K	0.19%	70
2022 Q2	$222K	Buy	1,313 +1,297	+8,106%	+$239K	0.13%	85
2022 Q1	$3K	Buy	+16	New	+$3.26K	﹤0.01%	469

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's IWM Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in iShares Russell 2000 ETF (IWM) in Q2 2025: 3 shares worth $598. The stake represents ﹤0.01% of the portfolio and ranks #605 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in IWM as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in IWM in Q1 2022 and has held it in 13 quarters since. The position peaked at $11.2M in Q2 2023. 2,362 funds tracked by Wall St. Rank hold IWM as of Q2 2025.

Oliver Lagore Vanvalin Investment Group held 3 shares of iShares Russell 2000 ETF worth $598 as of Q2 2025.
iShares Russell 2000 ETF was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
iShares Russell 2000 ETF made up ﹤0.01% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #605 holding.
Oliver Lagore Vanvalin Investment Group first reported a position in iShares Russell 2000 ETF in Q1 2022 and has held it in 13 quarters since.
Oliver Lagore Vanvalin Investment Group's iShares Russell 2000 ETF position peaked at $11.2M in Q2 2023.
2,362 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.