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Vigilare Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History

Vigilare Wealth Management’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 		– Sell
-16,338
Closed -$4.02M – 120
2025
Q4 		$4.02M Buy
+16,338
New +$4.02M 1.35% 20
2025
Q2 		– Sell
-1,017
Closed -$203K – 124
2025
Q1 		$203K Sell
1,017
-1,056
-51% -$229K 0.08% 99
2024
Q4 		$458K Buy
2,073
+864
+71% +$197K 0.19% 48
2024
Q3 		$267K Sell
1,209
-4,554
-79% -$974K 0.11% 74
2024
Q2 		$1.17M Buy
5,763
+1,774
+44% +$359K 0.52% 29
2024
Q1 		$839K Buy
+3,989
New +$796K 0.41% 35
2022
Q2 		– Sell
-1,150
Closed -$236K – 127
2022
Q1 		$236K Sell
1,150
-2,958
-72% -$603K 0.19% 117
2021
Q4 		$914K Sell
4,108
-4,421
-52% -$999K 0.54% 46
2021
Q3 		$1.87M Buy
8,529
+480
+6% +$106K 1.15% 20
2021
Q2 		$1.85M Buy
8,049
+4,840
+151% +$1.09M 1.12% 19
2021
Q1 		$709K Buy
+3,209
New +$701K 0.5% 52
2020
Q2 		– Sell
-3,449
Closed -$395K – 134
2020
Q1 		$395K Sell
3,449
-4,955
-59% -$739K 0.47% 56
2019
Q4 		$1.36M Buy
+8,404
New +$1.33M 0.91% 32

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

Vigilare Wealth Management's IWM Position: Q1 2026 in Review

Vigilare Wealth Management sold out of iShares Russell 2000 ETF (IWM) in Q1 2026, closing a stake of 16,338 shares — an estimated $4.02M sold.

Vigilare Wealth Management first reported a position in IWM in Q4 2019 and held it in 13 quarters. The position peaked at $4.02M in Q4 2025. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Vigilare Wealth Management reported no remaining iShares Russell 2000 ETF position as of Q1 2026 after selling out during the quarter.
  • Vigilare Wealth Management sold 16,338 iShares Russell 2000 ETF shares in Q1 2026, an estimated $4.02M.
  • Vigilare Wealth Management first reported a position in iShares Russell 2000 ETF in Q4 2019 and held it in 13 quarters.
  • Vigilare Wealth Management's iShares Russell 2000 ETF position peaked at $4.02M in Q4 2025.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Vigilare Wealth Management's 13F filing for Q1 2026, filed 1 Apr 2026.