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Vision Retirement’s iShares Russell 2000 ETF IWM Stock Holding History

Vision Retirement’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 		$305K Sell
1,015
-17
-2% -$4.78K 0.07% 111
2026
Q1 		$256K Buy
1,032
+39
+4% +$10.1K 0.07% 111
2025
Q4 		$244K Buy
+993
New +$244K 0.07% 114

Other funds holding IWM

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Treasurer of the State of North Carolina
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
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Vision Retirement's IWM Position: Q2 2026 in Review

Vision Retirement reduced its iShares Russell 2000 ETF (IWM) stake by 1.6% in Q2 2026, selling an estimated $4.78K and leaving 1,015 shares worth $305K. The position accounts for 0.07% of the portfolio, ranked #111.

Vision Retirement first reported a position in IWM in Q4 2025 and has held it in 3 quarters since. 2,634 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Vision Retirement held 1,015 shares of iShares Russell 2000 ETF worth $305K as of Q2 2026.
  • Vision Retirement sold 17 iShares Russell 2000 ETF shares in Q2 2026, an estimated $4.78K.
  • iShares Russell 2000 ETF made up 0.07% of Vision Retirement's portfolio in Q2 2026, its #111 holding.
  • Vision Retirement first reported a position in iShares Russell 2000 ETF in Q4 2025 and has held it in 3 quarters since.
  • 2,634 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Vision Retirement's 13F filing for Q2 2026, filed 21 Jul 2026.