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Sabal Trust’s iShares Russell 2000 ETF IWM Stock Holding History

Sabal Trust’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
2025
Q1 		$2.18M Sell
10,937
-191
-2% -$41.4K 0.12% 99
2024
Q4 		$2.46M Buy
11,128
+123
+1% +$28K 0.14% 95
2024
Q3 		$2.43M Sell
11,005
-323
-3% -$69.1K 0.13% 92
2024
Q2 		$2.3M Sell
11,328
-1,063
-9% -$215K 0.14% 82
2024
Q1 		$2.61M Buy
12,391
+1,387
+13% +$277K 0.15% 76
2023
Q4 		$2.21M Buy
11,004
+673
+7% +$121K 0.14% 76
2023
Q3 		$1.83M Buy
10,331
+573
+6% +$108K 0.12% 78
2023
Q2 		$1.83M Buy
9,758
+818
+9% +$146K 0.12% 77
2023
Q1 		$1.59M Sell
8,940
-14
-0.2% -$2.58K 0.11% 66
2022
Q4 		$1.56M Buy
8,954
+65
+0.7% +$11.6K 0.11% 66
2022
Q3 		$1.47M Sell
8,889
-848
-9% -$155K 0.11% 66
2022
Q2 		$1.65M Sell
9,737
-275
-3% -$50.7K 0.12% 65
2022
Q1 		$2.06M Sell
10,012
-562
-5% -$115K 0.14% 60
2021
Q4 		$2.35M Buy
10,574
+92
+0.9% +$20.8K 0.15% 61
2021
Q3 		$2.29M Buy
10,482
+60
+0.6% +$13.3K 0.16% 60
2021
Q2 		$2.39M Buy
10,422
+25
+0.2% +$5.62K 0.17% 58
2021
Q1 		$2.3M Hold
10,397
– – 0.17% 61
2020
Q4 		$2.04M Buy
10,397
+287
+3% +$50.2K 0.16% 60
2020
Q3 		$1.51M Hold
10,110
– – 0.13% 62
2020
Q2 		$1.45M Sell
10,110
-5
-0% -$656 0.14% 60
2020
Q1 		$1.16M Hold
10,115
– – 0.13% 57
2019
Q4 		$1.68M Buy
10,115
+890
+10% +$141K 0.13% 61
2019
Q3 		$1.4M Buy
9,225
+35
+0.4% +$5.34K 0.11% 63
2019
Q2 		$1.43M Sell
9,190
-325
-3% -$50.1K 0.13% 58
2019
Q1 		$1.46M Sell
9,515
-45
-0.5% -$6.76K 0.13% 59
2018
Q4 		$1.28M Buy
9,560
+1,322
+16% +$197K 0.13% 63
2018
Q3 		$1.39M Sell
8,238
-325
-4% -$54.9K 0.12% 64
2018
Q2 		$1.4M Buy
8,563
+720
+9% +$115K 0.13% 58
2018
Q1 		$1.19M Buy
7,843
+540
+7% +$83.4K 0.11% 62
2017
Q4 		$1.11M Buy
7,303
+173
+2% +$26K 0.11% 56
2017
Q3 		$1.06M Hold
7,130
– – 0.11% 58
2017
Q2 		$1M Buy
7,130
+380
+6% +$52.6K 0.11% 57
2017
Q1 		$928K Buy
6,750
+1,175
+21% +$161K 0.1% 57
2016
Q4 		$752K Buy
5,575
+600
+12% +$76.7K 0.08% 65
2016
Q3 		$618K Buy
4,975
+225
+5% +$27.3K 0.07% 75
2016
Q2 		$546K Hold
4,750
– – 0.06% 70
2016
Q1 		$525K Hold
4,750
– – 0.06% 72
2015
Q4 		$535K Hold
4,750
– – 0.07% 77
2015
Q3 		$519K Hold
4,750
– – 0.07% 68
2015
Q2 		$593K Buy
4,750
+350
+8% +$43.7K 0.08% 69
2015
Q1 		$547K Buy
4,400
+200
+5% +$24.1K 0.07% 70
2014
Q4 		$502K Buy
4,200
+200
+5% +$22.9K 0.07% 71
2014
Q3 		$437K Hold
4,000
– – 0.06% 75
2014
Q2 		$475K Buy
4,000
+2,050
+105% +$233K 0.07% 69
2014
Q1 		$227K Sell
1,950
-50
-3% -$5.77K 0.03% 100
2013
Q4 		$231K Hold
2,000
– – 0.03% 104
2013
Q3 		$213K Sell
2,000
-450
-18% -$46.6K 0.03% 104
2013
Q2 		$238K Buy
+2,450
New +$234K 0.04% 98

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Sabal Trust's IWM Position: Q1 2025 in Review

Sabal Trust reduced its iShares Russell 2000 ETF (IWM) stake by 1.7% in Q1 2025, selling an estimated $41.4K and leaving 10,937 shares worth $2.18M. The position accounts for 0.12% of the portfolio, ranked #99.

Sabal Trust first reported a position in IWM in Q2 2013 and has held it in 48 quarters since. The position peaked at $2.61M in Q1 2024. 2,359 funds tracked by Wall St. Rank hold IWM as of Q1 2025.

  • Sabal Trust held 10,937 shares of iShares Russell 2000 ETF worth $2.18M as of Q1 2025.
  • Sabal Trust sold 191 iShares Russell 2000 ETF shares in Q1 2025, an estimated $41.4K.
  • iShares Russell 2000 ETF made up 0.12% of Sabal Trust's portfolio in Q1 2025, its #99 holding.
  • Sabal Trust first reported a position in iShares Russell 2000 ETF in Q2 2013 and has held it in 48 quarters since.
  • Sabal Trust's iShares Russell 2000 ETF position peaked at $2.61M in Q1 2024.
  • 2,359 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2025.

Based on Sabal Trust's 13F filing for Q1 2025, filed 23 Apr 2025.