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SBI Securities’s iShares Russell 2000 ETF IWM Stock Holding History

SBI Securities’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 		$1.05M Sell
3,499
-46
-1% -$12.9K 0.02% 281
2026
Q1 		$879K Sell
3,545
-431
-11% -$111K 0.02% 293
2025
Q4 		$979K Sell
3,976
-305
-7% -$75K 0.03% 276
2025
Q3 		$1.04M Buy
4,281
+343
+9% +$78.7K 0.03% 267
2025
Q2 		$850K Sell
3,938
-190
-5% -$38.2K 0.02% 283
2025
Q1 		$823K Sell
4,128
-243
-6% -$52.7K 0.03% 279
2024
Q4 		$966K Buy
+4,371
New +$997K 0.03% 248

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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

SBI Securities's IWM Position: Q2 2026 in Review

SBI Securities reduced its iShares Russell 2000 ETF (IWM) stake by 1.3% in Q2 2026, selling an estimated $12.9K and leaving 3,499 shares worth $1.05M. The position accounts for 0.02% of the portfolio, ranked #281.

SBI Securities first reported a position in IWM in Q4 2024 and has held it in 7 quarters since. 1,116 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • SBI Securities held 3,499 shares of iShares Russell 2000 ETF worth $1.05M as of Q2 2026.
  • SBI Securities sold 46 iShares Russell 2000 ETF shares in Q2 2026, an estimated $12.9K.
  • iShares Russell 2000 ETF made up 0.02% of SBI Securities's portfolio in Q2 2026, its #281 holding.
  • SBI Securities first reported a position in iShares Russell 2000 ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,116 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on SBI Securities's 13F filing for Q2 2026, filed 23 Jul 2026.