VisionPoint Advisory Group’s iShares Russell 2000 ETF IWM Stock Holding History

VisionPoint Advisory Group’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	$590K	Sell	1,962 -186	-9%	-$52.3K	0.1%	230
2026 Q1	$533K	Sell	2,148 -375	-15%	-$96.7K	0.1%	214
2025 Q4	$621K	Sell	2,523 -678	-21%	-$167K	0.12%	185
2025 Q3	$775K	Hold	3,201	–	–	0.15%	151
2025 Q2	$691K	Buy	+3,201	New	+$644K	0.15%	150
2024 Q3	–	Sell	-30	Closed	-$6.09K	–	512
2024 Q2	$6.09K	Sell	30 -10	-25%	-$2.02K	﹤0.01%	538
2024 Q1	$8.41K	Sell	40 -15	-27%	-$2.99K	﹤0.01%	480
2023 Q4	$11K	Sell	55 -80	-59%	-$14.3K	﹤0.01%	409
2023 Q3	$23.9K	Buy	135 +40	+42%	+$7.51K	0.01%	345
2023 Q2	$17.8K	Buy	+95	New	+$16.9K	0.01%	309
2020 Q2	–	Sell	-7,769	Closed	-$889K	–	126
2020 Q1	$889K	Sell	7,769 -162	-2%	-$24.2K	0.42%	37
2019 Q4	$1.31M	Hold	7,931	–	–	0.55%	38
2019 Q3	$1.18M	Buy	7,931 +103	+1%	+$15.7K	0.32%	43
2019 Q2	$1.22M	Buy	7,828 +19	+0.2%	+$2.93K	0.35%	42
2019 Q1	$1.2M	Buy	+7,809	New	+$1.17M	0.34%	47

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 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

Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

AIA

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

VisionPoint Advisory Group's IWM Position: Q2 2026 in Review

VisionPoint Advisory Group reduced its iShares Russell 2000 ETF (IWM) stake by 8.7% in Q2 2026, selling an estimated $52.3K and leaving 1,962 shares worth $590K. The position accounts for 0.1% of the portfolio, ranked #230.

VisionPoint Advisory Group first reported a position in IWM in Q1 2019 and has held it in 15 quarters since. The position peaked at $1.31M in Q4 2019. 1,096 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

VisionPoint Advisory Group held 1,962 shares of iShares Russell 2000 ETF worth $590K as of Q2 2026.
VisionPoint Advisory Group sold 186 iShares Russell 2000 ETF shares in Q2 2026, an estimated $52.3K.
iShares Russell 2000 ETF made up 0.1% of VisionPoint Advisory Group's portfolio in Q2 2026, its #230 holding.
VisionPoint Advisory Group first reported a position in iShares Russell 2000 ETF in Q1 2019 and has held it in 15 quarters since.
VisionPoint Advisory Group's iShares Russell 2000 ETF position peaked at $1.31M in Q4 2019.
1,096 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on VisionPoint Advisory Group's 13F filing for Q2 2026, filed 7 Jul 2026.