Vise Technologies’s iShares Russell 2000 ETF IWM Stock Holding History

Vise Technologies’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	$5.96M	Buy	19,830 +9,945	+101%	+$2.79M	0.07%	240
2026 Q1	$2.43M	Hold	9,885	–	–	0.05%	313
2025 Q4	$2.43M	Buy	9,885 +8,254	+506%	+$2.03M	0.05%	314
2025 Q3	$395K	Sell	1,631 -1,045	-39%	-$240K	0.01%	781
2025 Q2	$577K	Buy	+2,676	New	+$539K	0.02%	585
2024 Q4	$661K	Buy	2,991 +1,668	+126%	+$380K	0.06%	349
2024 Q3	$292K	Buy	+1,323	New	+$283K	0.04%	457
2022 Q3	–	Sell	-1,730	Closed	-$293K	–	324
2022 Q2	$293K	Sell	1,730 -15,590	-90%	-$2.87M	0.11%	201
2022 Q1	$3.56M	Sell	17,320 -49,614	-74%	-$10.1M	1.34%	15
2021 Q4	$14.9M	Buy	+66,934	New	+$15.1M	4.03%	4

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

Vise Technologies's IWM Position: Q2 2026 in Review

Vise Technologies increased its iShares Russell 2000 ETF (IWM) stake by 101% in Q2 2026, buying an estimated $2.79M and bringing the position to 19,830 shares worth $5.96M. The position accounts for 0.07% of the portfolio, ranked #240.

Vise Technologies first reported a position in IWM in Q4 2021 and has held it in 10 quarters since. The position peaked at $14.9M in Q4 2021. 2,730 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Vise Technologies held 19,830 shares of iShares Russell 2000 ETF worth $5.96M as of Q2 2026.
Vise Technologies bought 9,945 iShares Russell 2000 ETF shares in Q2 2026, an estimated $2.79M.
iShares Russell 2000 ETF made up 0.07% of Vise Technologies's portfolio in Q2 2026, its #240 holding.
Vise Technologies first reported a position in iShares Russell 2000 ETF in Q4 2021 and has held it in 10 quarters since.
Vise Technologies's iShares Russell 2000 ETF position peaked at $14.9M in Q4 2021.
2,730 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.