Security Benefit Life Insurance Company’s iShares Russell 2000 ETF IWM Stock Holding History

Security Benefit Life Insurance Company’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	$601K	Buy	+2,000	New	+$562K	0.33%	13
2025 Q1	–	Sell	-2,800	Closed	-$619K	–	20
2024 Q4	$619K	Hold	2,800	–	–	0.2%	13
2024 Q3	$618K	Buy	+2,800	New	+$599K	0.31%	11
2024 Q2	–	Sell	-5,700	Closed	-$1.2M	–	31
2024 Q1	$1.2M	Buy	5,700 +3,000	+111%	+$598K	0.37%	9
2023 Q4	$542K	Buy	+2,700	New	+$484K	0.11%	12
2023 Q2	–	Sell	-8,100	Closed	-$1.45M	–	63
2023 Q1	$1.45M	Hold	8,100	–	–	0.17%	23
2022 Q4	$1.41M	Hold	8,100	–	–	0.18%	23
2022 Q3	$1.34M	Hold	8,100	–	–	0.13%	24
2022 Q2	$1.37M	Hold	8,100	–	–	0.08%	23
2022 Q1	$1.66M	Sell	8,100 -5,700	-41%	-$1.16M	0.1%	14
2021 Q4	$3.07M	Sell	13,800 -30,300	-69%	-$6.85M	0.17%	20
2021 Q3	$9.65M	Hold	44,100	–	–	0.58%	30
2021 Q2	$10.1M	Buy	+44,100	New	+$9.92M	0.78%	21
2020 Q3	$2.4M	Hold	16,000	–	–	3.43%	7
2020 Q2	$2.29M	Buy	+16,000	New	+$2.1M	4.9%	7
2019 Q1	–	Sell	-20,000	Closed	-$2.68M	–	8
2018 Q4	$2.68M	Buy	+20,000	New	+$2.98M	1.6%	6

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

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

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return

Security Benefit Life Insurance Company's IWM Position: Q2 2026 in Review

Security Benefit Life Insurance Company opened a new position in iShares Russell 2000 ETF (IWM) in Q2 2026: 2,000 shares worth $601K. The stake represents 0.33% of the portfolio and ranks #13 among its holdings. This is a return to the name: Security Benefit Life Insurance Company previously reported a position in IWM as recently as Q4 2024.

Security Benefit Life Insurance Company first reported a position in IWM in Q4 2018 and has held it in 16 quarters since. The position peaked at $10.1M in Q2 2021. 936 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Security Benefit Life Insurance Company held 2,000 shares of iShares Russell 2000 ETF worth $601K as of Q2 2026.
iShares Russell 2000 ETF was a new Security Benefit Life Insurance Company position in Q2 2026.
iShares Russell 2000 ETF made up 0.33% of Security Benefit Life Insurance Company's portfolio in Q2 2026, its #13 holding.
Security Benefit Life Insurance Company first reported a position in iShares Russell 2000 ETF in Q4 2018 and has held it in 16 quarters since.
Security Benefit Life Insurance Company's iShares Russell 2000 ETF position peaked at $10.1M in Q2 2021.
936 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Security Benefit Life Insurance Company's 13F filing for Q2 2026, filed 21 Jul 2026.