Virtue Capital Management’s iShares Russell 2000 ETF IWM Stock Holding History

Virtue Capital 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
2025 Q2	–	Sell	-2,266	Closed	-$452K	–	380
2025 Q1	$452K	Buy	+2,266	New	+$492K	0.05%	279
2021 Q1	–	Sell	-5,655	Closed	-$1.11M	–	296
2020 Q4	$1.11M	Buy	+5,655	New	+$990K	0.27%	114
2019 Q1	–	Sell	-1,809	Closed	-$242K	–	119
2018 Q4	$242K	Sell	1,809 -2,437	-57%	-$364K	0.11%	69
2018 Q3	$716K	Buy	+4,246	New	+$717K	0.15%	158
2018 Q2	–	Sell	-725	Closed	-$113K	–	328
2018 Q1	$113K	Sell	725 -1,575	-68%	-$243K	0.06%	220
2017 Q4	$351K	Buy	+2,300	New	+$345K	0.2%	133

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return

Virtue Capital Management's IWM Position: Q2 2025 in Review

Virtue Capital Management sold out of iShares Russell 2000 ETF (IWM) in Q2 2025, closing a stake of 2,266 shares — an estimated $452K sold.

Virtue Capital Management first reported a position in IWM in Q4 2017 and held it in 6 quarters. The position peaked at $1.11M in Q4 2020. 2,362 funds tracked by Wall St. Rank hold IWM as of Q2 2025.

Virtue Capital Management reported no remaining iShares Russell 2000 ETF position as of Q2 2025 after selling out during the quarter.
Virtue Capital Management sold 2,266 iShares Russell 2000 ETF shares in Q2 2025, an estimated $452K.
Virtue Capital Management first reported a position in iShares Russell 2000 ETF in Q4 2017 and held it in 6 quarters.
Virtue Capital Management's iShares Russell 2000 ETF position peaked at $1.11M in Q4 2020.
2,362 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2025.

Based on Virtue Capital Management's 13F filing for Q2 2025, filed 13 Aug 2025.