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Vista Investment Partners’s iShares Russell 2000 ETF IWM Stock Holding History

Vista Investment Partners’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 		$62.2K Buy
+207
New +$58.2K 0.02% 169
2024
Q2 		– Sell
-311
Closed -$65.4K – 164
2024
Q1 		$65.4K Buy
+311
New +$62K 0.02% 146

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
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
AI
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
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return

Vista Investment Partners's IWM Position: Q2 2026 in Review

Vista Investment Partners opened a new position in iShares Russell 2000 ETF (IWM) in Q2 2026: 207 shares worth $62.2K. The stake represents 0.02% of the portfolio and ranks #169 among its holdings. This is a return to the name: Vista Investment Partners previously reported a position in IWM as recently as Q1 2024.

Vista Investment Partners first reported a position in IWM in Q1 2024 and has held it in 2 quarters since. The position peaked at $65.4K in Q1 2024. 936 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Vista Investment Partners held 207 shares of iShares Russell 2000 ETF worth $62.2K as of Q2 2026.
  • iShares Russell 2000 ETF was a new Vista Investment Partners position in Q2 2026.
  • iShares Russell 2000 ETF made up 0.02% of Vista Investment Partners's portfolio in Q2 2026, its #169 holding.
  • Vista Investment Partners first reported a position in iShares Russell 2000 ETF in Q1 2024 and has held it in 2 quarters since.
  • Vista Investment Partners's iShares Russell 2000 ETF position peaked at $65.4K in Q1 2024.
  • 936 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Vista Investment Partners's 13F filing for Q2 2026, filed 9 Jul 2026.