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 Q3	$5.68M	Buy	20,443 +199	+1%	+$58.4K	3.03%	9
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

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $42.4B AUM 11.51% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

HRT Financial New York $57.2B AUM 52.85% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $64.4B AUM 36.06% 1-Year Est. Return

Vista Finance's IWM Position: Q3 2026 in Review

Vista Finance increased its iShares Russell 2000 ETF (IWM) stake by 0.98% in Q3 2026, buying an estimated $58.4K and bringing the position to 20,443 shares worth $5.68M. The position accounts for 3.03% of the portfolio, ranked #9.

Vista Finance first reported a position in IWM in Q4 2021 and has held it in 9 quarters since. The position peaked at $6.08M in Q2 2026. 2,379 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

Vista Finance held 20,443 shares of iShares Russell 2000 ETF worth $5.68M as of Q3 2026.
Vista Finance bought 199 iShares Russell 2000 ETF shares in Q3 2026, an estimated $58.4K.
iShares Russell 2000 ETF made up 3.03% of Vista Finance's portfolio in Q3 2026, its #9 holding.
Vista Finance first reported a position in iShares Russell 2000 ETF in Q4 2021 and has held it in 9 quarters since.
Vista Finance's iShares Russell 2000 ETF position peaked at $6.08M in Q2 2026.
2,379 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on Vista Finance's 13F filing for Q3 2026, filed 23 Oct 2026.