J. Safra Sarasin Holding’s iShares Russell 2000 ETF IWM Stock Holding History

J. Safra Sarasin Holding’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	$276K	Buy	+920	New	+$259K	﹤0.01%	656
2025 Q2	–	Sell	-3,050	Closed	-$608K	–	516
2025 Q1	$608K	Sell	3,050 -100	-3%	-$21.7K	0.01%	399
2024 Q4	$696K	Buy	3,150 +600	+24%	+$137K	0.01%	379
2024 Q3	$563K	Buy	2,550 +258	+11%	+$55.2K	0.01%	382
2024 Q2	$465K	Buy	+2,292	New	+$463K	0.01%	412

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

J. Safra Sarasin Holding's IWM Position: Q2 2026 in Review

J. Safra Sarasin Holding opened a new position in iShares Russell 2000 ETF (IWM) in Q2 2026: 920 shares worth $276K. The stake represents ﹤0.01% of the portfolio and ranks #656 among its holdings. This is a return to the name: J. Safra Sarasin Holding previously reported a position in IWM as recently as Q1 2025.

J. Safra Sarasin Holding first reported a position in IWM in Q2 2024 and has held it in 5 quarters since. The position peaked at $696K in Q4 2024. 2,730 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

J. Safra Sarasin Holding held 920 shares of iShares Russell 2000 ETF worth $276K as of Q2 2026.
iShares Russell 2000 ETF was a new J. Safra Sarasin Holding position in Q2 2026.
iShares Russell 2000 ETF made up ﹤0.01% of J. Safra Sarasin Holding's portfolio in Q2 2026, its #656 holding.
J. Safra Sarasin Holding first reported a position in iShares Russell 2000 ETF in Q2 2024 and has held it in 5 quarters since.
J. Safra Sarasin Holding's iShares Russell 2000 ETF position peaked at $696K in Q4 2024.
2,730 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on J. Safra Sarasin Holding's 13F filing for Q2 2026, filed 31 Jul 2026.