Vanguard Personalized Indexing Management’s iShares Russell 2000 ETF IWM Stock Holding History

Vanguard Personalized Indexing Management’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	$336K	Buy	1,119 +275	+33%	+$77.3K	﹤0.01%	1636
2026 Q1	$209K	Sell	844 -146	-15%	-$37.7K	﹤0.01%	1799
2025 Q4	$244K	Hold	990	–	–	﹤0.01%	1624
2025 Q3	$240K	Sell	990 -1,248	-56%	-$286K	﹤0.01%	1602
2025 Q2	$483K	Buy	+2,238	New	+$450K	0.01%	1209
2025 Q1	–	Sell	-1,228	Closed	-$271K	–	1884
2024 Q4	$271K	Buy	1,228 +140	+13%	+$31.9K	﹤0.01%	1384
2024 Q3	$240K	Sell	1,088 -1,151	-51%	-$246K	﹤0.01%	1450
2024 Q2	$454K	Buy	+2,239	New	+$452K	0.01%	1082
2023 Q4	–	Sell	-8,557	Closed	-$1.51M	–	1604
2023 Q3	$1.51M	Sell	8,557 -78	-0.9%	-$14.6K	0.05%	390
2023 Q2	$1.62M	Buy	8,635 +785	+10%	+$140K	0.05%	369
2023 Q1	$1.4M	Buy	7,850 +19	+0.2%	+$3.5K	0.05%	394
2022 Q4	$1.37M	Sell	7,831 -6	-0.1%	-$1.07K	0.06%	391
2022 Q3	$1.29M	Buy	7,837 +194	+3%	+$35.4K	0.06%	364
2022 Q2	$1.29M	Hold	7,643	–	–	0.06%	345
2022 Q1	$1.57M	Hold	7,643	–	–	0.08%	259
2021 Q4	$1.7M	Sell	7,643 -513	-6%	-$116K	0.1%	203
2021 Q3	$1.78M	Hold	8,156	–	–	0.16%	122
2021 Q2	$1.87M	Buy	+8,156	New	+$1.83M	0.2%	104

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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 Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Vanguard Personalized Indexing Management's IWM Position: Q2 2026 in Review

Vanguard Personalized Indexing Management increased its iShares Russell 2000 ETF (IWM) stake by 33% in Q2 2026, buying an estimated $77.3K and bringing the position to 1,119 shares worth $336K. The position accounts for ﹤0.01% of the portfolio, ranked #1636.

Vanguard Personalized Indexing Management first reported a position in IWM in Q2 2021 and has held it in 18 quarters since. The position peaked at $1.87M in Q2 2021. 2,727 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Vanguard Personalized Indexing Management held 1,119 shares of iShares Russell 2000 ETF worth $336K as of Q2 2026.
Vanguard Personalized Indexing Management bought 275 iShares Russell 2000 ETF shares in Q2 2026, an estimated $77.3K.
iShares Russell 2000 ETF made up ﹤0.01% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #1636 holding.
Vanguard Personalized Indexing Management first reported a position in iShares Russell 2000 ETF in Q2 2021 and has held it in 18 quarters since.
Vanguard Personalized Indexing Management's iShares Russell 2000 ETF position peaked at $1.87M in Q2 2021.
2,727 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Vanguard Personalized Indexing Management's 13F filing for Q2 2026, filed 11 Aug 2026.