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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
Q2 		$680K Sell
2,263
-389
-15% -$109K 0.25% 51
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 $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

V2 Financial group's IWM Position: Q2 2026 in Review

V2 Financial group reduced its iShares Russell 2000 ETF (IWM) stake by 15% in Q2 2026, selling an estimated $109K and leaving 2,263 shares worth $680K. The position accounts for 0.25% of the portfolio, ranked #51.

V2 Financial group first reported a position in IWM in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.34M in Q2 2021. 2,737 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • V2 Financial group held 2,263 shares of iShares Russell 2000 ETF worth $680K as of Q2 2026.
  • V2 Financial group sold 389 iShares Russell 2000 ETF shares in Q2 2026, an estimated $109K.
  • iShares Russell 2000 ETF made up 0.25% of V2 Financial group's portfolio in Q2 2026, its #51 holding.
  • V2 Financial group first reported a position in iShares Russell 2000 ETF in Q4 2020 and has held it in 23 quarters since.
  • V2 Financial group's iShares Russell 2000 ETF position peaked at $1.34M in Q2 2021.
  • 2,737 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on V2 Financial group's 13F filing for Q2 2026, filed 11 Aug 2026.