Vident Advisory’s iShares Russell 2000 ETF IWM Stock Holding History

Vident Advisory’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	$2.34M	Sell	9,426 -29	-0.3%	-$7.48K	0.02%	583
2025 Q4	$2.33M	Sell	9,455 -87	-0.9%	-$21.4K	0.02%	525
2025 Q3	$2.31M	Sell	9,542 -285	-3%	-$65.4K	0.02%	527
2025 Q2	$2.12M	Sell	9,827 -3,017	-23%	-$607K	0.02%	486
2025 Q1	$2.56M	Sell	12,844 -1,417	-10%	-$307K	0.04%	393
2024 Q4	$3.15M	Buy	14,261 +787	+6%	+$179K	0.06%	308
2024 Q3	$2.98M	Sell	13,474 -39	-0.3%	-$8.35K	0.07%	286
2024 Q2	$2.74M	Buy	13,513 +2,698	+25%	+$545K	0.08%	278
2024 Q1	$2.27M	Hold	10,815	–	–	0.05%	348
2023 Q4	$2.17M	Sell	10,815 -4,530	-30%	-$812K	0.05%	360
2023 Q3	$2.71M	Buy	+15,345	New	+$2.88M	0.08%	252

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

Vident Advisory's IWM Position: Q1 2026 in Review

Vident Advisory reduced its iShares Russell 2000 ETF (IWM) stake by 0.31% in Q1 2026, selling an estimated $7.48K and leaving 9,426 shares worth $2.34M. The position accounts for 0.02% of the portfolio, ranked #583.

Vident Advisory first reported a position in IWM in Q3 2023 and has held it in 11 quarters since. The position peaked at $3.15M in Q4 2024. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Vident Advisory held 9,426 shares of iShares Russell 2000 ETF worth $2.34M as of Q1 2026.
Vident Advisory sold 29 iShares Russell 2000 ETF shares in Q1 2026, an estimated $7.48K.
iShares Russell 2000 ETF made up 0.02% of Vident Advisory's portfolio in Q1 2026, its #583 holding.
Vident Advisory first reported a position in iShares Russell 2000 ETF in Q3 2023 and has held it in 11 quarters since.
Vident Advisory's iShares Russell 2000 ETF position peaked at $3.15M in Q4 2024.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

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