VestGen Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

VestGen Advisors’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	$11.3M	Sell	40,831 -8,144	-17%	-$2.39M	0.35%	62
2026 Q2	$14.7M	Sell	48,975 -303	-0.6%	-$85.1K	0.43%	49
2026 Q1	$13.9M	Buy	49,278 +1,760	+4%	+$454K	0.37%	53
2025 Q4	$11.7M	Buy	47,518 +7,172	+18%	+$1.76M	0.5%	41
2025 Q3	$9.8M	Sell	40,346 -14,700	-27%	-$3.37M	0.33%	66
2025 Q2	$12M	Sell	55,046 -3,719	-6%	-$748K	0.48%	46
2025 Q1	$11.7M	Buy	+58,765	New	+$12.7M	0.53%	39

Other funds holding IWM

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

VestGen Advisors's IWM Position: Q3 2026 in Review

VestGen Advisors reduced its iShares Russell 2000 ETF (IWM) stake by 17% in Q3 2026, selling an estimated $2.39M and leaving 40,831 shares worth $11.3M. The position accounts for 0.35% of the portfolio, ranked #62.

VestGen Advisors first reported a position in IWM in Q1 2025 and has held it in 7 quarters since. The position peaked at $14.7M in Q2 2026. 1,912 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

VestGen Advisors held 40,831 shares of iShares Russell 2000 ETF worth $11.3M as of Q3 2026.
VestGen Advisors sold 8,144 iShares Russell 2000 ETF shares in Q3 2026, an estimated $2.39M.
iShares Russell 2000 ETF made up 0.35% of VestGen Advisors's portfolio in Q3 2026, its #62 holding.
VestGen Advisors first reported a position in iShares Russell 2000 ETF in Q1 2025 and has held it in 7 quarters since.
VestGen Advisors's iShares Russell 2000 ETF position peaked at $14.7M in Q2 2026.
1,912 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on VestGen Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.