Vista Finance’s iShares Russell 2000 ETF IWM Stock Holding History

Vista Finance’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	$6.08M	Buy	20,244 +12,815	+172%	+$3.6M	3.4%	9
2026 Q1	$1.84M	Buy	7,429 +857	+13%	+$221K	1.46%	9
2025 Q4	$1.62M	Buy	6,572 +5	+0.1%	+$1.23K	1.07%	12
2025 Q3	$1.59M	Buy	6,567 +2,456	+60%	+$564K	1.06%	11
2025 Q2	$887K	Sell	4,111 -257	-6%	-$51.7K	0.76%	18
2025 Q1	$871K	Buy	4,368 +1,634	+60%	+$354K	0.76%	20
2024 Q4	$604K	Buy	+2,734	New	+$623K	0.62%	22
2022 Q1	–	Sell	-1,005	Closed	-$224K	–	71
2021 Q4	$224K	Buy	+1,005	New	+$227K	0.23%	83

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

Vista Finance's IWM Position: Q2 2026 in Review

Vista Finance increased its iShares Russell 2000 ETF (IWM) stake by 172% in Q2 2026, buying an estimated $3.6M and bringing the position to 20,244 shares worth $6.08M. The position accounts for 3.4% of the portfolio, ranked #9.

Vista Finance first reported a position in IWM in Q4 2021 and has held it in 8 quarters since. 1,015 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Vista Finance held 20,244 shares of iShares Russell 2000 ETF worth $6.08M as of Q2 2026.
Vista Finance bought 12,815 iShares Russell 2000 ETF shares in Q2 2026, an estimated $3.6M.
iShares Russell 2000 ETF made up 3.4% of Vista Finance's portfolio in Q2 2026, its #9 holding.
Vista Finance first reported a position in iShares Russell 2000 ETF in Q4 2021 and has held it in 8 quarters since.
1,015 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Vista Finance's 13F filing for Q2 2026, filed 16 Jul 2026.