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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
Q2 		$3.18M Sell
10,583
-632
-6% -$178K 0.13% 163
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 $1.55T AUM 33.47% 1-Year Est. Return
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

Visionary Wealth Advisors's IWM Position: Q2 2026 in Review

Visionary Wealth Advisors reduced its iShares Russell 2000 ETF (IWM) stake by 5.6% in Q2 2026, selling an estimated $178K and leaving 10,583 shares worth $3.18M. The position accounts for 0.13% of the portfolio, ranked #163.

Visionary Wealth Advisors first reported a position in IWM in Q4 2019 and has held it in 27 quarters since. The position peaked at $3.63M in Q1 2021. 2,732 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Visionary Wealth Advisors held 10,583 shares of iShares Russell 2000 ETF worth $3.18M as of Q2 2026.
  • Visionary Wealth Advisors sold 632 iShares Russell 2000 ETF shares in Q2 2026, an estimated $178K.
  • iShares Russell 2000 ETF made up 0.13% of Visionary Wealth Advisors's portfolio in Q2 2026, its #163 holding.
  • Visionary Wealth Advisors first reported a position in iShares Russell 2000 ETF in Q4 2019 and has held it in 27 quarters since.
  • Visionary Wealth Advisors's iShares Russell 2000 ETF position peaked at $3.63M in Q1 2021.
  • 2,732 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Visionary Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.