Silver Oak Securities’s iShares Russell 2000 ETF IWM Stock Holding History

Silver Oak 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 Q1	$196K	Buy	+792	New	+$204K	0.01%	734
2025 Q3	–	Sell	-4,730	Closed	-$1.02M	–	790
2025 Q2	$1.02M	Buy	4,730 +3,458	+272%	+$696K	0.08%	250
2025 Q1	$255K	Buy	1,272 +113	+10%	+$24.5K	0.02%	546
2024 Q4	$256K	Buy	+1,159	New	+$264K	0.02%	545
2024 Q2	–	Sell	-948	Closed	-$199K	–	509
2024 Q1	$199K	Buy	+948	New	+$189K	0.03%	375
2023 Q1	–	Sell	-1,644	Closed	-$287K	–	405
2022 Q4	$287K	Buy	+1,644	New	+$292K	0.05%	236

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Silver Oak Securities's IWM Position: Q1 2026 in Review

Silver Oak Securities opened a new position in iShares Russell 2000 ETF (IWM) in Q1 2026: 792 shares worth $196K. The stake represents 0.01% of the portfolio and ranks #734 among its holdings. This is a return to the name: Silver Oak Securities previously reported a position in IWM as recently as Q2 2025.

Silver Oak Securities first reported a position in IWM in Q4 2022 and has held it in 6 quarters since. The position peaked at $1.02M in Q2 2025. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Silver Oak Securities held 792 shares of iShares Russell 2000 ETF worth $196K as of Q1 2026.
iShares Russell 2000 ETF was a new Silver Oak Securities position in Q1 2026.
iShares Russell 2000 ETF made up 0.01% of Silver Oak Securities's portfolio in Q1 2026, its #734 holding.
Silver Oak Securities first reported a position in iShares Russell 2000 ETF in Q4 2022 and has held it in 6 quarters since.
Silver Oak Securities's iShares Russell 2000 ETF position peaked at $1.02M in Q2 2025.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Silver Oak Securities's 13F filing for Q1 2026, filed 20 Apr 2026.