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Vima LLC’s iShares Russell 2000 ETF IWM Stock Holding History

Vima LLC’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 		$748K Buy
+2,488
New +$699K 0.73% 41
2024
Q3 		$242K Buy
+1,095
New +$234K 0.49% 57
2024
Q2 		– Sell
-277
Closed -$49.5K – 206
2024
Q1 		$49.5K Sell
277
-143
-34% -$28.5K 0.06% 107
2023
Q4 		$84.4K Buy
+420
New +$75.2K 0.19% 86

Other funds holding IWM

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
PRS
Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Vima LLC's IWM Position: Q2 2026 in Review

Vima LLC opened a new position in iShares Russell 2000 ETF (IWM) in Q2 2026: 2,488 shares worth $748K. The stake represents 0.73% of the portfolio and ranks #41 among its holdings. This is a return to the name: Vima LLC previously reported a position in IWM as recently as Q3 2024.

Vima LLC first reported a position in IWM in Q4 2023 and has held it in 4 quarters since. 1,422 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Vima LLC held 2,488 shares of iShares Russell 2000 ETF worth $748K as of Q2 2026.
  • iShares Russell 2000 ETF was a new Vima LLC position in Q2 2026.
  • iShares Russell 2000 ETF made up 0.73% of Vima LLC's portfolio in Q2 2026, its #41 holding.
  • Vima LLC first reported a position in iShares Russell 2000 ETF in Q4 2023 and has held it in 4 quarters since.
  • 1,422 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Vima LLC's 13F filing for Q2 2026, filed 24 Jul 2026.