Voisard Asset Management Group’s iShares Russell 2000 ETF IWM Stock Holding History

Voisard Asset Management Group’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	$319K	Hold	1,061	–	–	0.06%	83
2026 Q1	$263K	Sell	1,061 -100	-9%	-$25.8K	0.06%	85
2025 Q4	$286K	Hold	1,161	–	–	0.06%	82
2025 Q3	$281K	Hold	1,161	–	–	0.07%	80
2025 Q2	$251K	Hold	1,161	–	–	0.06%	78
2025 Q1	$232K	Sell	1,161 -9	-0.8%	-$1.95K	0.07%	75
2024 Q4	$259K	Hold	1,170	–	–	0.09%	70
2024 Q3	$258K	Hold	1,170	–	–	0.11%	68
2024 Q2	$237K	Sell	1,170 -6	-0.5%	-$1.21K	0.12%	52
2024 Q1	$247K	Hold	1,176	–	–	0.14%	44
2023 Q4	$236K	Buy	+1,176	New	+$211K	0.14%	48

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

Voisard Asset Management Group's IWM Position: Q2 2026 in Review

Voisard Asset Management Group held its iShares Russell 2000 ETF (IWM) position steady in Q2 2026 at 1,061 shares worth $319K. The position accounts for 0.06% of the portfolio, ranked #83.

Voisard Asset Management Group first reported a position in IWM in Q4 2023 and has held it in 11 quarters since. 971 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Voisard Asset Management Group held 1,061 shares of iShares Russell 2000 ETF worth $319K as of Q2 2026.
Voisard Asset Management Group left its iShares Russell 2000 ETF share count unchanged in Q2 2026.
iShares Russell 2000 ETF made up 0.06% of Voisard Asset Management Group's portfolio in Q2 2026, its #83 holding.
Voisard Asset Management Group first reported a position in iShares Russell 2000 ETF in Q4 2023 and has held it in 11 quarters since.
971 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Voisard Asset Management Group's 13F filing for Q2 2026, filed 13 Jul 2026.