Vestmark Advisory Solutions’s iShares Russell 2000 ETF IWM Stock Holding History

Vestmark Advisory Solutions’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	$5.08M	Buy	16,916 +3,271	+24%	+$919K	0.05%	377
2026 Q1	$3.38M	Buy	13,645 +576	+4%	+$149K	0.04%	445
2025 Q4	$3.22M	Buy	+13,069	New	+$3.21M	0.04%	427
2025 Q1	–	Sell	-2,557	Closed	-$565K	–	651
2024 Q4	$565K	Buy	+2,557	New	+$583K	0.02%	392
2024 Q2	–	Sell	-22,402	Closed	-$4.71M	–	552
2024 Q1	$4.71M	Buy	22,402 +16,306	+267%	+$3.25M	0.2%	119
2023 Q4	$1.22M	Buy	+6,096	New	+$1.09M	0.06%	269
2023 Q3	–	Sell	-2,097	Closed	-$393K	–	663
2023 Q2	$393K	Sell	2,097 -13	-0.6%	-$2.32K	0.02%	642
2023 Q1	$377K	Sell	2,110 -8,181	-79%	-$1.51M	0.02%	636
2022 Q4	$1.79M	Buy	10,291 +7,886	+328%	+$1.4M	0.09%	296
2022 Q3	$397K	Buy	2,405 +418	+21%	+$76.2K	0.02%	585
2022 Q2	$337K	Buy	1,987 +149	+8%	+$27.5K	0.02%	639
2022 Q1	$377K	Buy	1,838 +20	+1%	+$4.08K	0.02%	639
2021 Q4	$404K	Buy	1,818 +58	+3%	+$13.1K	0.02%	599
2021 Q3	$385K	Sell	1,760 -281	-14%	-$62.3K	0.03%	583
2021 Q2	$468K	Sell	2,041 -20,113	-91%	-$4.52M	0.03%	495
2021 Q1	$4.89M	Sell	22,154 -1,727	-7%	-$377K	0.43%	42
2020 Q4	$4.68M	Buy	23,881 +1,972	+9%	+$345K	0.53%	37
2020 Q3	$3.28M	Buy	21,909 +2,127	+11%	+$320K	0.44%	49
2020 Q2	$2.83M	Buy	19,782 +517	+3%	+$67.8K	0.44%	47
2020 Q1	$2.21M	Buy	+19,265	New	+$2.87M	0.43%	52
2019 Q4	–	Sell	-2,536	Closed	-$384K	–	398
2019 Q3	$384K	Buy	2,536 +54	+2%	+$8.25K	0.06%	353
2019 Q2	$386K	Sell	2,482 -1,555	-39%	-$240K	0.07%	342
2019 Q1	$618K	Buy	+4,037	New	+$607K	0.11%	242

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

Vestmark Advisory Solutions's IWM Position: Q2 2026 in Review

Vestmark Advisory Solutions increased its iShares Russell 2000 ETF (IWM) stake by 24% in Q2 2026, buying an estimated $919K and bringing the position to 16,916 shares worth $5.08M. The position accounts for 0.05% of the portfolio, ranked #377.

Vestmark Advisory Solutions first reported a position in IWM in Q1 2019 and has held it in 23 quarters since. 2,738 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Vestmark Advisory Solutions held 16,916 shares of iShares Russell 2000 ETF worth $5.08M as of Q2 2026.
Vestmark Advisory Solutions bought 3,271 iShares Russell 2000 ETF shares in Q2 2026, an estimated $919K.
iShares Russell 2000 ETF made up 0.05% of Vestmark Advisory Solutions's portfolio in Q2 2026, its #377 holding.
Vestmark Advisory Solutions first reported a position in iShares Russell 2000 ETF in Q1 2019 and has held it in 23 quarters since.
2,738 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Vestmark Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.