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 Q2	$12.5M	Buy	41,620 +40,828	+5,155%	+$11.5M	0.76%	30
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 $1.55T 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

Silver Oak Securities's IWM Position: Q2 2026 in Review

Silver Oak Securities increased its iShares Russell 2000 ETF (IWM) stake by 5,155% in Q2 2026, buying an estimated $11.5M and bringing the position to 41,620 shares worth $12.5M. The position accounts for 0.76% of the portfolio, ranked #30.

Silver Oak Securities first reported a position in IWM in Q4 2022 and has held it in 7 quarters since. 2,740 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Silver Oak Securities held 41,620 shares of iShares Russell 2000 ETF worth $12.5M as of Q2 2026.
Silver Oak Securities bought 40,828 iShares Russell 2000 ETF shares in Q2 2026, an estimated $11.5M.
iShares Russell 2000 ETF made up 0.76% of Silver Oak Securities's portfolio in Q2 2026, its #30 holding.
Silver Oak Securities first reported a position in iShares Russell 2000 ETF in Q4 2022 and has held it in 7 quarters since.
2,740 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Silver Oak Securities's 13F filing for Q2 2026, filed 7 Aug 2026.