VWA
IWM icon

Visionary Wealth Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Visionary Wealth Advisors’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
Q1 		$2.78M Buy
11,215
+1,215
+12% +$313K 0.12% 166
2025
Q4 		$2.46M Sell
10,000
-1,301
-12% -$320K 0.11% 174
2025
Q3 		$2.73M Sell
11,301
-1,775
-14% -$407K 0.13% 163
2025
Q2 		$2.82M Sell
13,076
-521
-4% -$105K 0.14% 160
2025
Q1 		$2.71M Buy
13,597
+136
+1% +$29.5K 0.16% 146
2024
Q4 		$2.97M Buy
13,461
+530
+4% +$121K 0.17% 134
2024
Q3 		$2.86M Buy
12,931
+1,076
+9% +$230K 0.17% 132
2024
Q2 		$2.41M Sell
11,855
-91
-0.8% -$18.4K 0.16% 147
2024
Q1 		$2.51M Sell
11,946
-134
-1% -$26.7K 0.17% 146
2023
Q4 		$2.42M Buy
12,080
+547
+5% +$98K 0.18% 138
2023
Q3 		$2.04M Buy
11,533
+43
+0.4% +$8.07K 0.17% 142
2023
Q2 		$2.15M Sell
11,490
-26
-0.2% -$4.64K 0.17% 133
2023
Q1 		$2.05M Sell
11,516
-131
-1% -$24.1K 0.17% 126
2022
Q4 		$2.03M Sell
11,647
-510
-4% -$90.7K 0.19% 117
2022
Q3 		$2M Buy
12,157
+107
+0.9% +$19.5K 0.21% 109
2022
Q2 		$2.04M Buy
12,050
+760
+7% +$140K 0.18% 119
2022
Q1 		$2.32M Sell
11,290
-211
-2% -$43K 0.19% 116
2021
Q4 		$2.56M Buy
11,501
+699
+6% +$158K 0.21% 105
2021
Q3 		$2.36M Buy
10,802
+684
+7% +$152K 0.24% 95
2021
Q2 		$2.32M Sell
10,118
-6,333
-38% -$1.42M 0.23% 99
2021
Q1 		$3.63M Buy
16,451
+4,240
+35% +$926K 0.38% 70
2020
Q4 		$2.39M Buy
12,211
+1,638
+15% +$287K 0.27% 88
2020
Q3 		$1.58M Buy
10,573
+8,174
+341% +$1.23M 0.22% 94
2020
Q2 		$344K Buy
2,399
+469
+24% +$61.5K 0.05% 168
2020
Q1 		$221K Sell
1,930
-309
-14% -$46.1K 0.04% 182
2019
Q4 		$371K Buy
+2,239
New +$354K 0.07% 146

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Visionary Wealth Advisors's IWM Position: Q1 2026 in Review

Visionary Wealth Advisors increased its iShares Russell 2000 ETF (IWM) stake by 12% in Q1 2026, buying an estimated $313K and bringing the position to 11,215 shares worth $2.78M. The position accounts for 0.12% of the portfolio, ranked #166.

Visionary Wealth Advisors first reported a position in IWM in Q4 2019 and has held it in 26 quarters since. The position peaked at $3.63M in Q1 2021. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Visionary Wealth Advisors held 11,215 shares of iShares Russell 2000 ETF worth $2.78M as of Q1 2026.
  • Visionary Wealth Advisors bought 1,215 iShares Russell 2000 ETF shares in Q1 2026, an estimated $313K.
  • iShares Russell 2000 ETF made up 0.12% of Visionary Wealth Advisors's portfolio in Q1 2026, its #166 holding.
  • Visionary Wealth Advisors first reported a position in iShares Russell 2000 ETF in Q4 2019 and has held it in 26 quarters since.
  • Visionary Wealth Advisors's iShares Russell 2000 ETF position peaked at $3.63M in Q1 2021.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Visionary Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.