VeraBank
IWM icon

VeraBank’s iShares Russell 2000 ETF IWM Stock Holding History

VeraBank’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
Q3 		$828K Hold
2,981
– – 0.14% 84
2026
Q2 		$896K Sell
2,981
-98
-3% -$27.5K 0.15% 85
2026
Q1 		$764K Hold
3,079
– – 0.14% 95
2025
Q4 		$758K Sell
3,079
-135
-4% -$33.2K 0.14% 96
2025
Q3 		$778K Sell
3,214
-1,192
-27% -$274K 0.15% 91
2025
Q2 		$951K Buy
4,406
+666
+18% +$134K 0.19% 83
2025
Q1 		$746K Sell
3,740
-358
-9% -$77.7K 0.21% 79
2024
Q4 		$905K Sell
4,098
-188
-4% -$42.9K 0.26% 68
2024
Q3 		$947K Sell
4,286
-193
-4% -$41.3K 0.28% 67
2024
Q2 		$909K Sell
4,479
-226
-5% -$45.7K 0.28% 65
2024
Q1 		$989K Buy
4,705
+33
+0.7% +$6.58K 0.31% 62
2023
Q4 		$938K Sell
4,672
-34
-0.7% -$6.09K 0.32% 61
2023
Q3 		$832K Buy
4,706
+34
+0.7% +$6.38K 0.32% 62
2023
Q2 		$875K Sell
4,672
-195
-4% -$34.8K 0.34% 63
2023
Q1 		$868K Sell
4,867
-440
-8% -$81K 0.4% 59
2022
Q4 		$925K Sell
5,307
-935
-15% -$166K 0.46% 54
2022
Q3 		$1.03M Sell
6,242
-79
-1% -$14.4K 0.65% 39
2022
Q2 		$1.07M Buy
6,321
+2,278
+56% +$420K 0.63% 42
2022
Q1 		$830K Sell
4,043
-520
-11% -$106K 0.43% 53
2021
Q4 		$1.02M Buy
4,563
+1,245
+38% +$281K 0.51% 48
2021
Q3 		$726K Buy
+3,318
New +$736K 0.41% 63

Other funds holding IWM

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $42.4B AUM 11.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
HRT Financial
HRT Financial New York $57.2B AUM 52.85% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $64.4B AUM 36.06% 1-Year Est. Return

VeraBank's IWM Position: Q3 2026 in Review

VeraBank held its iShares Russell 2000 ETF (IWM) position steady in Q3 2026 at 2,981 shares worth $828K. The position accounts for 0.14% of the portfolio, ranked #84.

VeraBank first reported a position in IWM in Q3 2021 and has held it in 21 quarters since. The position peaked at $1.07M in Q2 2022. 2,379 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

  • VeraBank held 2,981 shares of iShares Russell 2000 ETF worth $828K as of Q3 2026.
  • VeraBank left its iShares Russell 2000 ETF share count unchanged in Q3 2026.
  • iShares Russell 2000 ETF made up 0.14% of VeraBank's portfolio in Q3 2026, its #84 holding.
  • VeraBank first reported a position in iShares Russell 2000 ETF in Q3 2021 and has held it in 21 quarters since.
  • VeraBank's iShares Russell 2000 ETF position peaked at $1.07M in Q2 2022.
  • 2,379 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on VeraBank's 13F filing for Q3 2026, filed 10 Nov 2026.