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 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 $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Vestmark Advisory Solutions's IWM Position: Q1 2026 in Review

Vestmark Advisory Solutions increased its iShares Russell 2000 ETF (IWM) stake by 4.4% in Q1 2026, buying an estimated $149K and bringing the position to 13,645 shares worth $3.38M. The position accounts for 0.04% of the portfolio, ranked #445.

Vestmark Advisory Solutions first reported a position in IWM in Q1 2019 and has held it in 22 quarters since. The position peaked at $4.89M in Q1 2021. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Vestmark Advisory Solutions held 13,645 shares of iShares Russell 2000 ETF worth $3.38M as of Q1 2026.
Vestmark Advisory Solutions bought 576 iShares Russell 2000 ETF shares in Q1 2026, an estimated $149K.
iShares Russell 2000 ETF made up 0.04% of Vestmark Advisory Solutions's portfolio in Q1 2026, its #445 holding.
Vestmark Advisory Solutions first reported a position in iShares Russell 2000 ETF in Q1 2019 and has held it in 22 quarters since.
Vestmark Advisory Solutions's iShares Russell 2000 ETF position peaked at $4.89M in Q1 2021.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Vestmark Advisory Solutions's 13F filing for Q1 2026, filed 15 May 2026.