VCM
IWM icon

Versant Capital Management’s iShares Russell 2000 ETF IWM Stock Holding History

Versant Capital 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 		$226K Buy
751
+15
+2% +$4.21K 0.02% 575
2026
Q1 		$182K Hold
736
– – 0.02% 621
2025
Q4 		$181K Hold
736
– – 0.02% 529
2025
Q3 		$178K Sell
736
-209
-22% -$48K 0.02% 511
2025
Q2 		$204K Sell
945
-77
-8% -$15.5K 0.03% 438
2025
Q1 		$204K Hold
1,022
– – 0.03% 418
2024
Q4 		$226K Sell
1,022
-126
-11% -$28.7K 0.05% 157
2024
Q3 		$253K Hold
1,148
– – 0.06% 134
2024
Q2 		$233K Sell
1,148
-217
-16% -$43.9K 0.06% 127
2024
Q1 		$287K Buy
1,365
+629
+85% +$125K 0.08% 99
2023
Q4 		$148K Sell
736
-147
-17% -$26.3K 0.04% 149
2023
Q3 		$156K Buy
883
+147
+20% +$27.6K 0.05% 141
2023
Q2 		$138K Sell
736
-70
-9% -$12.5K 0.04% 158
2023
Q1 		$144K Hold
806
– – 0.05% 143
2022
Q4 		$141K Buy
806
+33
+4% +$5.87K 0.05% 130
2022
Q3 		$128K Hold
773
– – 0.05% 133
2022
Q2 		$131K Hold
773
– – 0.05% 134
2022
Q1 		$159K Hold
773
– – 0.05% 128
2021
Q4 		$172K Hold
773
– – 0.06% 116
2021
Q3 		$169K Sell
773
-67
-8% -$14.9K 0.06% 111
2021
Q2 		$193K Sell
840
-229
-21% -$51.5K 0.07% 97
2021
Q1 		$236K Hold
1,069
– – 0.09% 95
2020
Q4 		$209K Sell
1,069
-100
-9% -$17.5K 0.08% 90
2020
Q3 		$175K Hold
1,169
– – 0.08% 99
2020
Q2 		$167K Hold
1,169
– – 0.08% 103
2020
Q1 		$133K Sell
1,169
-67
-5% -$9.99K 0.07% 101
2019
Q4 		$204K Hold
1,236
– – 0.1% 82
2019
Q3 		$187K Sell
1,236
-3
-0.2% -$458 0.09% 86
2019
Q2 		$192K Sell
1,239
-43
-3% -$6.63K 0.09% 87
2019
Q1 		$196K Buy
1,282
+3
+0.2% +$451 0.08% 97
2018
Q4 		$171K Buy
1,279
+5
+0.4% +$746 0.08% 101
2018
Q3 		$214K Sell
1,274
-55
-4% -$9.29K 0.09% 87
2018
Q2 		$217K Hold
1,329
– – 0.09% 91
2018
Q1 		$201K Sell
1,329
-192
-13% -$29.7K 0.08% 99
2017
Q4 		$232K Buy
1,521
+8
+0.5% +$1.2K 0.09% 94
2017
Q3 		$224K Buy
1,513
+7
+0.5% +$985 0.12% 73
2017
Q2 		$212K Buy
1,506
+67
+5% +$9.27K 0.12% 76
2017
Q1 		$197K Sell
1,439
-91
-6% -$12.4K 0.11% 79
2016
Q4 		$206K Buy
1,530
+10
+0.7% +$1.28K 0.12% 73
2016
Q3 		$188K Buy
1,520
+8
+0.5% +$972 0.11% 80
2016
Q2 		$173K Hold
1,512
– – 0.1% 80
2016
Q1 		$167K Buy
1,512
+11
+0.7% +$1.14K 0.1% 81
2015
Q4 		$169K Buy
+1,501
New +$173K 0.11% 80

Other funds holding IWM

MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VWM
Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return
OE
OFS Enterprise Kearney, Nebraska $392M AUM

Versant Capital Management's IWM Position: Q2 2026 in Review

Versant Capital Management increased its iShares Russell 2000 ETF (IWM) stake by 2% in Q2 2026, buying an estimated $4.21K and bringing the position to 751 shares worth $226K. The position accounts for 0.02% of the portfolio, ranked #575.

Versant Capital Management first reported a position in IWM in Q4 2015 and has held it in 43 quarters since. The position peaked at $287K in Q1 2024. 634 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Versant Capital Management held 751 shares of iShares Russell 2000 ETF worth $226K as of Q2 2026.
  • Versant Capital Management bought 15 iShares Russell 2000 ETF shares in Q2 2026, an estimated $4.21K.
  • iShares Russell 2000 ETF made up 0.02% of Versant Capital Management's portfolio in Q2 2026, its #575 holding.
  • Versant Capital Management first reported a position in iShares Russell 2000 ETF in Q4 2015 and has held it in 43 quarters since.
  • Versant Capital Management's iShares Russell 2000 ETF position peaked at $287K in Q1 2024.
  • 634 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Versant Capital Management's 13F filing for Q2 2026, filed 2 Jul 2026.