SCS Capital Management’s iShares Russell 2000 ETF IWM Stock Holding History

SCS Capital Management’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	$13.1M	Buy	43,628 +604	+1%	+$170K	0.12%	101
2026 Q1	$10.7M	Sell	43,024 -1,708	-4%	-$441K	0.11%	101
2025 Q4	$11M	Sell	44,732 -2,664	-6%	-$655K	0.12%	99
2025 Q3	$11.5M	Sell	47,396 -498	-1%	-$114K	0.13%	100
2025 Q2	$10.3M	Buy	47,894 +44	+0.1%	+$8.85K	0.11%	109
2025 Q1	$9.55M	Buy	47,850 +45,798	+2,232%	+$9.93M	0.12%	90
2024 Q4	$453K	Sell	2,052 -4	-0.2%	-$912	0.01%	67
2024 Q3	$454K	Sell	2,056 -2,157	-51%	-$462K	0.01%	67
2024 Q2	$855K	Sell	4,213 -2,000	-32%	-$404K	0.02%	65
2024 Q1	$1.31M	Buy	6,213 +126	+2%	+$25.1K	0.03%	65
2023 Q4	$1.22M	Hold	6,087	–	–	0.03%	60
2023 Q3	$1.08M	Hold	6,087	–	–	0.03%	52
2023 Q2	$1.14M	Hold	6,087	–	–	0.03%	50
2023 Q1	$1.09M	Sell	6,087 -9,813	-62%	-$1.81M	0.03%	51
2022 Q4	$2.77M	Buy	15,900 +4,953	+45%	+$881K	0.08%	49
2022 Q3	$1.8M	Buy	10,947 +3,207	+41%	+$585K	0.05%	51
2022 Q2	$1.31M	Hold	7,740	–	–	0.04%	49
2022 Q1	$1.59M	Buy	7,740 +5,740	+287%	+$1.17M	0.04%	43
2021 Q4	$445K	Hold	2,000	–	–	0.01%	44
2021 Q3	$438K	Hold	2,000	–	–	0.01%	46
2021 Q2	$459K	Buy	+2,000	New	+$450K	0.01%	45
2016 Q1	–	Sell	-5,524	Closed	-$622K	–	18
2015 Q4	$622K	Sell	5,524 -59	-1%	-$6.81K	0.03%	15
2015 Q3	$610K	Sell	5,583 -1,984	-26%	-$235K	0.03%	16
2015 Q2	$945K	Buy	7,567 +30	+0.4%	+$3.75K	0.05%	14
2015 Q1	$937K	Sell	7,537 -690	-8%	-$83.2K	0.05%	16
2014 Q4	$984K	Sell	8,227 -26,686	-76%	-$3.05M	0.04%	16
2014 Q3	$3.82M	Buy	34,913 +140	+0.4%	+$16K	0.19%	10
2014 Q2	$4.13M	Sell	34,773 -609	-2%	-$69.2K	0.22%	12
2014 Q1	$4.12M	Buy	35,382 +1,677	+5%	+$193K	0.27%	8
2013 Q4	$3.89M	Hold	33,705	–	–	0.33%	11
2013 Q3	$3.59M	Buy	+33,705	New	+$3.49M	0.34%	13

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

SCS Capital Management's IWM Position: Q2 2026 in Review

SCS Capital Management increased its iShares Russell 2000 ETF (IWM) stake by 1.4% in Q2 2026, buying an estimated $170K and bringing the position to 43,628 shares worth $13.1M. The position accounts for 0.12% of the portfolio, ranked #101.

SCS Capital Management first reported a position in IWM in Q3 2013 and has held it in 31 quarters since. 2,724 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

SCS Capital Management held 43,628 shares of iShares Russell 2000 ETF worth $13.1M as of Q2 2026.
SCS Capital Management bought 604 iShares Russell 2000 ETF shares in Q2 2026, an estimated $170K.
iShares Russell 2000 ETF made up 0.12% of SCS Capital Management's portfolio in Q2 2026, its #101 holding.
SCS Capital Management first reported a position in iShares Russell 2000 ETF in Q3 2013 and has held it in 31 quarters since.
2,724 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on SCS Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.