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Vickerman Investment Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Vickerman Investment 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
Q1 		$382K Sell
1,542
-75
-5% -$19.3K 0.08% 76
2025
Q4 		$398K Sell
1,617
-24
-1% -$5.9K 0.08% 74
2025
Q3 		$397K Sell
1,641
-57
-3% -$13.1K 0.08% 67
2025
Q2 		$366K Sell
1,698
-262
-13% -$52.7K 0.08% 69
2025
Q1 		$391K Sell
1,960
-34
-2% -$7.38K 0.09% 70
2024
Q4 		$441K Sell
1,994
-8
-0.4% -$1.82K 0.12% 56
2024
Q3 		$442K Sell
2,002
-45
-2% -$9.63K 0.13% 54
2024
Q2 		$415K Sell
2,047
-20
-1% -$4.04K 0.13% 54
2024
Q1 		$435K Sell
2,067
-21
-1% -$4.19K 0.14% 55
2023
Q4 		$419K Sell
2,088
-392
-16% -$70.2K 0.14% 55
2023
Q3 		$438K Sell
2,480
-33
-1% -$6.2K 0.18% 57
2023
Q2 		$471K Sell
2,513
-110
-4% -$19.6K 0.18% 58
2023
Q1 		$468K Sell
2,623
-31
-1% -$5.71K 0.18% 57
2022
Q4 		$463K Sell
2,654
-202
-7% -$35.9K 0.21% 61
2022
Q3 		$471K Hold
2,856
– – 0.23% 60
2022
Q2 		$484K Sell
2,856
-24
-0.8% -$4.42K 0.23% 62
2022
Q1 		$526K Sell
2,880
-14
-0.5% -$2.86K 0.23% 62
2021
Q4 		$644K Sell
2,894
-188
-6% -$42.5K 0.26% 57
2021
Q3 		$674K Buy
+3,082
New +$683K 0.27% 60

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Vickerman Investment Advisors's IWM Position: Q1 2026 in Review

Vickerman Investment Advisors reduced its iShares Russell 2000 ETF (IWM) stake by 4.6% in Q1 2026, selling an estimated $19.3K and leaving 1,542 shares worth $382K. The position accounts for 0.08% of the portfolio, ranked #76.

Vickerman Investment Advisors first reported a position in IWM in Q3 2021 and has held it in 19 quarters since. The position peaked at $674K in Q3 2021. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Vickerman Investment Advisors held 1,542 shares of iShares Russell 2000 ETF worth $382K as of Q1 2026.
  • Vickerman Investment Advisors sold 75 iShares Russell 2000 ETF shares in Q1 2026, an estimated $19.3K.
  • iShares Russell 2000 ETF made up 0.08% of Vickerman Investment Advisors's portfolio in Q1 2026, its #76 holding.
  • Vickerman Investment Advisors first reported a position in iShares Russell 2000 ETF in Q3 2021 and has held it in 19 quarters since.
  • Vickerman Investment Advisors's iShares Russell 2000 ETF position peaked at $674K in Q3 2021.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Vickerman Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.