VIA
IWM icon

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
Q2 		$463K Sell
1,540
-2
-0.1% -$562 0.09% 79
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 $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Treasurer of the State of North Carolina
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
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Vickerman Investment Advisors's IWM Position: Q2 2026 in Review

Vickerman Investment Advisors reduced its iShares Russell 2000 ETF (IWM) stake by 0.13% in Q2 2026, selling an estimated $562 and leaving 1,540 shares worth $463K. The position accounts for 0.09% of the portfolio, ranked #79.

Vickerman Investment Advisors first reported a position in IWM in Q3 2021 and has held it in 20 quarters since. The position peaked at $674K in Q3 2021. 2,730 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Vickerman Investment Advisors held 1,540 shares of iShares Russell 2000 ETF worth $463K as of Q2 2026.
  • Vickerman Investment Advisors sold 2 iShares Russell 2000 ETF shares in Q2 2026, an estimated $562.
  • iShares Russell 2000 ETF made up 0.09% of Vickerman Investment Advisors's portfolio in Q2 2026, its #79 holding.
  • Vickerman Investment Advisors first reported a position in iShares Russell 2000 ETF in Q3 2021 and has held it in 20 quarters since.
  • Vickerman Investment Advisors's iShares Russell 2000 ETF position peaked at $674K in Q3 2021.
  • 2,730 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Vickerman Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.