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 Q2	$1.01M	Sell	3,368 -6,058	-64%	-$1.7M	0.01%	963
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 $1.55T 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

Vident Advisory's IWM Position: Q2 2026 in Review

Vident Advisory reduced its iShares Russell 2000 ETF (IWM) stake by 64% in Q2 2026, selling an estimated $1.7M and leaving 3,368 shares worth $1.01M. The position accounts for 0.01% of the portfolio, ranked #963.

Vident Advisory first reported a position in IWM in Q3 2023 and has held it in 12 quarters since. The position peaked at $3.15M in Q4 2024. 2,740 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Vident Advisory held 3,368 shares of iShares Russell 2000 ETF worth $1.01M as of Q2 2026.
Vident Advisory sold 6,058 iShares Russell 2000 ETF shares in Q2 2026, an estimated $1.7M.
iShares Russell 2000 ETF made up 0.01% of Vident Advisory's portfolio in Q2 2026, its #963 holding.
Vident Advisory first reported a position in iShares Russell 2000 ETF in Q3 2023 and has held it in 12 quarters since.
Vident Advisory's iShares Russell 2000 ETF position peaked at $3.15M in Q4 2024.
2,740 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Vident Advisory's 13F filing for Q2 2026, filed 12 Aug 2026.