Visionary Horizons’s iShares Russell 2000 ETF IWM Stock Holding History

Visionary Horizons’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	$311K	Buy	1,035 +39	+4%	+$11K	0.13%	120
2026 Q1	$247K	Sell	996 -4	-0.4%	-$1.03K	0.12%	114
2025 Q4	$246K	Buy	1,000 +51	+5%	+$12.5K	0.13%	101
2025 Q3	$230K	Buy	949 +2	+0.2%	+$459	0.13%	105
2025 Q2	$204K	Buy	+947	New	+$191K	0.13%	96
2025 Q1	–	Sell	-1,042	Closed	-$230K	–	99
2024 Q4	$230K	Buy	1,042 +3	+0.3%	+$684	0.15%	82
2024 Q3	$230K	Buy	1,039 +3	+0.3%	+$642	0.15%	81
2024 Q2	$210K	Buy	+1,036	New	+$209K	0.15%	76

Other funds holding IWM

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

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

AIA

Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return

Visionary Horizons's IWM Position: Q2 2026 in Review

Visionary Horizons increased its iShares Russell 2000 ETF (IWM) stake by 3.9% in Q2 2026, buying an estimated $11K and bringing the position to 1,035 shares worth $311K. The position accounts for 0.13% of the portfolio, ranked #120.

Visionary Horizons first reported a position in IWM in Q2 2024 and has held it in 8 quarters since. 989 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Visionary Horizons held 1,035 shares of iShares Russell 2000 ETF worth $311K as of Q2 2026.
Visionary Horizons bought 39 iShares Russell 2000 ETF shares in Q2 2026, an estimated $11K.
iShares Russell 2000 ETF made up 0.13% of Visionary Horizons's portfolio in Q2 2026, its #120 holding.
Visionary Horizons first reported a position in iShares Russell 2000 ETF in Q2 2024 and has held it in 8 quarters since.
989 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Visionary Horizons's 13F filing for Q2 2026, filed 16 Jul 2026.