VFG
IWM icon

V2 Financial group’s iShares Russell 2000 ETF IWM Stock Holding History

V2 Financial 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
2026
Q1 		$658K Buy
2,652
+1
+0% +$258 0.31% 51
2025
Q4 		$653K Buy
2,651
+2
+0.1% +$492 0.32% 44
2025
Q3 		$641K Buy
2,649
+301
+13% +$69.1K 0.36% 43
2025
Q2 		$507K Buy
2,348
+2
+0.1% +$402 0.31% 44
2025
Q1 		$468K Sell
2,346
-347
-13% -$75.3K 0.3% 47
2024
Q4 		$595K Buy
2,693
+201
+8% +$45.8K 0.36% 42
2024
Q3 		$551K Buy
2,492
+1
+0% +$214 0.36% 41
2024
Q2 		$552K Buy
2,491
+233
+10% +$47.1K 0.37% 40
2024
Q1 		$475K Buy
2,258
+1
+0% +$199 0.32% 41
2023
Q4 		$453K Sell
2,257
-1
-0% -$179 0.32% 40
2023
Q3 		$399K Sell
2,258
-3
-0.1% -$563 0.3% 40
2023
Q2 		$423K Buy
2,261
+1
+0% +$178 0.3% 40
2023
Q1 		$403K Sell
2,260
-998
-31% -$184K 0.29% 39
2022
Q4 		$568K Buy
3,258
+2
+0.1% +$356 0.45% 32
2022
Q3 		$537K Sell
3,256
-38
-1% -$6.93K 0.47% 30
2022
Q2 		$558K Buy
3,294
+1
+0% +$184 0.45% 29
2022
Q1 		$676K Buy
3,293
+443
+16% +$90.4K 0.51% 34
2021
Q4 		$634K Hold
2,850
– – 0.49% 41
2021
Q3 		$623K Sell
2,850
-3,004
-51% -$666K 0.54% 34
2021
Q2 		$1.34M Sell
5,854
-100
-2% -$22.5K 1.14% 17
2021
Q1 		$1.32M Buy
5,954
+3,052
+105% +$666K 1.19% 15
2020
Q4 		$569K Buy
+2,902
New +$508K 0.58% 28

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

V2 Financial group's IWM Position: Q1 2026 in Review

V2 Financial group increased its iShares Russell 2000 ETF (IWM) stake by 0.04% in Q1 2026, buying an estimated $258 and bringing the position to 2,652 shares worth $658K. The position accounts for 0.31% of the portfolio, ranked #51.

V2 Financial group first reported a position in IWM in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.34M in Q2 2021. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • V2 Financial group held 2,652 shares of iShares Russell 2000 ETF worth $658K as of Q1 2026.
  • V2 Financial group bought 1 iShares Russell 2000 ETF share in Q1 2026, an estimated $258.
  • iShares Russell 2000 ETF made up 0.31% of V2 Financial group's portfolio in Q1 2026, its #51 holding.
  • V2 Financial group first reported a position in iShares Russell 2000 ETF in Q4 2020 and has held it in 22 quarters since.
  • V2 Financial group's iShares Russell 2000 ETF position peaked at $1.34M in Q2 2021.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on V2 Financial group's 13F filing for Q1 2026, filed 4 May 2026.