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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
Q3 		– Sell
-1,100
Closed -$330K – 176
2026
Q2 		$330K Buy
+1,100
New +$309K 0.08% 139
2024
Q2 		– Sell
-3,000
Closed -$631K – 165
2024
Q1 		$631K Buy
+3,000
New +$598K 0.21% 96

Other funds holding IWM

SP
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
KWM
Kaydan Wealth Management Fenton, Michigan $291M AUM 15.62% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

Vista Investment Partners's IWM Position: Q3 2026 in Review

Vista Investment Partners sold out of iShares Russell 2000 ETF (IWM) in Q3 2026, closing a stake of 207 shares — an estimated $62.2K sold.

Vista Investment Partners first reported a position in IWM in Q1 2024 and held it in 2 quarters. The position peaked at $65.4K in Q1 2024. 99 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

  • Vista Investment Partners reported no remaining iShares Russell 2000 ETF position as of Q3 2026 after selling out during the quarter.
  • Vista Investment Partners sold 207 iShares Russell 2000 ETF shares in Q3 2026, an estimated $62.2K.
  • Vista Investment Partners first reported a position in iShares Russell 2000 ETF in Q1 2024 and held it in 2 quarters.
  • Vista Investment Partners's iShares Russell 2000 ETF position peaked at $65.4K in Q1 2024.
  • 99 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on Vista Investment Partners's 13F filing for Q3 2026, filed 8 Oct 2026.