Vista Investment Management’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $594K | Sell |
1,978
-6
| -0.3% | -$1.69K | 0.18% | 116 |
|
|
2026
Q1 | $492K | Hold |
1,984
| – | – | 0.16% | 120 |
|
|
2025
Q4 | $488K | Sell |
1,984
-42
| -2% | -$10.3K | 0.16% | 119 |
|
|
2025
Q3 | $490K | Hold |
2,026
| – | – | 0.17% | 120 |
|
|
2025
Q2 | $437K | Hold |
2,026
| – | – | 0.16% | 125 |
|
|
2025
Q1 | $404K | Hold |
2,026
| – | – | 0.16% | 128 |
|
|
2024
Q4 | $448K | Hold |
2,026
| – | – | 0.17% | 122 |
|
|
2024
Q3 | $448K | Hold |
2,026
| – | – | 0.17% | 122 |
|
|
2024
Q2 | $411K | Hold |
2,026
| – | – | 0.17% | 120 |
|
|
2024
Q1 | $426K | Hold |
2,026
| – | – | 0.17% | 123 |
|
|
2023
Q4 | $407K | Hold |
2,026
| – | – | 0.19% | 118 |
|
|
2023
Q3 | $358K | Hold |
2,026
| – | – | 0.19% | 123 |
|
|
2023
Q2 | $379K | Sell |
2,026
-8
| -0.4% | -$1.43K | 0.19% | 123 |
|
|
2023
Q1 | $363K | Sell |
2,034
-12
| -0.6% | -$2.21K | 0.19% | 123 |
|
|
2022
Q4 | $357K | Sell |
2,046
-78
| -4% | -$13.9K | 0.2% | 123 |
|
|
2022
Q3 | $350K | Hold |
2,124
| – | – | 0.22% | 120 |
|
|
2022
Q2 | $360K | Sell |
2,124
-30
| -1% | -$5.53K | 0.22% | 120 |
|
|
2022
Q1 | $442K | Hold |
2,154
| – | – | 0.24% | 114 |
|
|
2021
Q4 | $479K | Hold |
2,154
| – | – | 0.26% | 100 |
|
|
2021
Q3 | $471K | Hold |
2,154
| – | – | 0.28% | 95 |
|
|
2021
Q2 | $494K | Hold |
2,154
| – | – | 0.29% | 95 |
|
|
2021
Q1 | $476K | Sell |
2,154
-14
| -0.6% | -$3.06K | 0.3% | 97 |
|
|
2020
Q4 | $425K | Hold |
2,168
| – | – | 0.28% | 99 |
|
|
2020
Q3 | $325K | Sell |
2,168
-60
| -3% | -$9.03K | 0.25% | 108 |
|
|
2020
Q2 | $319K | Hold |
2,228
| – | – | 0.27% | 104 |
|
|
2020
Q1 | $255K | Sell |
2,228
-35
| -2% | -$5.22K | 0.26% | 108 |
|
|
2019
Q4 | $375K | Hold |
2,263
| – | – | 0.28% | 104 |
|
|
2019
Q3 | $342K | Hold |
2,263
| – | – | 0.28% | 100 |
|
|
2019
Q2 | $352K | Hold |
2,263
| – | – | 0.3% | 99 |
|
|
2019
Q1 | $346K | Buy |
2,263
+95
| +4% | +$14.3K | 0.3% | 98 |
|
|
2018
Q4 | $290K | Hold |
2,168
| – | – | 0.3% | 104 |
|
|
2018
Q3 | $365K | Buy |
2,168
+218
| +11% | +$36.8K | 0.32% | 100 |
|
|
2018
Q2 | $319K | Hold |
1,950
| – | – | 0.31% | 109 |
|
|
2018
Q1 | $296K | Hold |
1,950
| – | – | 0.31% | 105 |
|
|
2017
Q4 | $297K | Buy |
+1,950
| New | +$293K | 0.31% | 102 |
|
Other funds holding IWM
Vista Investment Management's IWM Position: Q2 2026 in Review
Vista Investment Management reduced its iShares Russell 2000 ETF (IWM) stake by 0.3% in Q2 2026, selling an estimated $1.69K and leaving 1,978 shares worth $594K. The position accounts for 0.18% of the portfolio, ranked #116.
Vista Investment Management first reported a position in IWM in Q4 2017 and has held it in 35 quarters since. 2,740 funds tracked by Wall St. Rank hold IWM as of Q2 2026.
- Vista Investment Management held 1,978 shares of iShares Russell 2000 ETF worth $594K as of Q2 2026.
- Vista Investment Management sold 6 iShares Russell 2000 ETF shares in Q2 2026, an estimated $1.69K.
- iShares Russell 2000 ETF made up 0.18% of Vista Investment Management's portfolio in Q2 2026, its #116 holding.
- Vista Investment Management first reported a position in iShares Russell 2000 ETF in Q4 2017 and has held it in 35 quarters since.
- 2,740 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.
Based on Vista Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.