VWM
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Valley Wealth Managers’s iShares Russell 2000 ETF IWM Stock Holding History

Valley Wealth Managers’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 		$24.8K Buy
+83
New +$23.3K ﹤0.01% 250
2025
Q2 		– Sell
-168
Closed -$33.5K – 340
2025
Q1 		$33.5K Hold
168
– – ﹤0.01% 223
2024
Q4 		$37.1K Buy
168
+31
+23% +$7.07K ﹤0.01% 225
2024
Q3 		$30.3K Sell
137
-905
-87% -$194K ﹤0.01% 241
2024
Q2 		$211K Sell
1,042
-261
-20% -$52.7K 0.02% 186
2024
Q1 		$274K Buy
1,303
+126
+11% +$25.1K 0.02% 178
2023
Q4 		$236K Sell
1,177
-2,437
-67% -$437K 0.02% 177
2023
Q3 		$639K Hold
3,614
– – 0.05% 135
2023
Q2 		$677K Sell
3,614
-351
-9% -$62.6K 0.06% 113
2023
Q1 		$707K Sell
3,965
-99
-2% -$18.2K 0.06% 114
2022
Q4 		$709K Sell
4,064
-171
-4% -$30.4K 0.07% 117
2022
Q3 		$698K Sell
4,235
-146
-3% -$26.6K 0.07% 116
2022
Q2 		$742K Sell
4,381
-7,238
-62% -$1.33M 0.07% 119
2022
Q1 		$2.38M Sell
11,619
-807
-6% -$165K 0.2% 95
2021
Q4 		$2.76M Hold
12,426
– – 0.22% 95
2021
Q3 		$2.72M Sell
12,426
-115
-0.9% -$25.5K 0.24% 91
2021
Q2 		$2.88M Sell
12,541
-99
-0.8% -$22.3K 0.24% 89
2021
Q1 		$2.79M Sell
12,640
-173
-1% -$37.8K 0.25% 88
2020
Q4 		$2.51M Sell
12,813
-231
-2% -$40.4K 0.25% 85
2020
Q3 		$1.95M Buy
13,044
+12
+0.1% +$1.8K 0.22% 88
2020
Q2 		$1.87M Sell
13,032
-31
-0.2% -$4.07K 0.21% 90
2020
Q1 		$1.5M Sell
13,063
-279
-2% -$41.6K 0.19% 89
2019
Q4 		$2.21M Sell
13,342
-172
-1% -$27.2K 0.22% 85
2019
Q3 		$2.04M Buy
13,514
+104
+0.8% +$15.9K 0.22% 83
2019
Q2 		$2.08M Sell
13,410
-92
-0.7% -$14.2K 0.22% 83
2019
Q1 		$2.07M Buy
13,502
+3,444
+34% +$518K 0.23% 71
2018
Q4 		$1.35M Buy
+10,058
New +$1.5M 0.18% 82

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

Valley Wealth Managers's IWM Position: Q2 2026 in Review

Valley Wealth Managers opened a new position in iShares Russell 2000 ETF (IWM) in Q2 2026: 83 shares worth $24.8K. The stake represents ﹤0.01% of the portfolio and ranks #250 among its holdings. This is a return to the name: Valley Wealth Managers previously reported a position in IWM as recently as Q1 2025.

Valley Wealth Managers first reported a position in IWM in Q4 2018 and has held it in 27 quarters since. The position peaked at $2.88M in Q2 2021. 2,730 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Valley Wealth Managers held 83 shares of iShares Russell 2000 ETF worth $24.8K as of Q2 2026.
  • iShares Russell 2000 ETF was a new Valley Wealth Managers position in Q2 2026.
  • iShares Russell 2000 ETF made up ﹤0.01% of Valley Wealth Managers's portfolio in Q2 2026, its #250 holding.
  • Valley Wealth Managers first reported a position in iShares Russell 2000 ETF in Q4 2018 and has held it in 27 quarters since.
  • Valley Wealth Managers's iShares Russell 2000 ETF position peaked at $2.88M in Q2 2021.
  • 2,730 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Valley Wealth Managers's 13F filing for Q2 2026, filed 4 Aug 2026.