SW
IWM icon

SVB Wealth’s iShares Russell 2000 ETF IWM Stock Holding History

SVB Wealth’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 		$5.78M Sell
19,252
-6,305
-25% -$1.77M 0.36% 58
2026
Q1 		$6.34M Sell
25,557
-2,357
-8% -$608K 0.42% 56
2025
Q4 		$6.87M Sell
27,914
-9,004
-24% -$2.21M 0.41% 53
2025
Q3 		$8.93M Sell
36,918
-2,742
-7% -$629K 0.48% 45
2025
Q2 		$8.56M Buy
+39,660
New +$7.98M 0.46% 50
2025
Q1 		– Sell
-73,301
Closed -$16.2M – 1640
2024
Q4 		$16.2M Buy
+73,301
New +$16.7M 0.3% 50
2024
Q3 		– Sell
-80,406
Closed -$16.3M – 318
2024
Q2 		$16.3M Sell
80,406
-889
-1% -$180K 0.4% 51
2024
Q1 		$17.1M Sell
81,295
-4,440
-5% -$886K 0.38% 65
2023
Q4 		$17.2M Sell
85,735
-228
-0.3% -$40.8K 0.42% 58
2023
Q3 		$15.2M Sell
85,963
-3,308
-4% -$621K 0.33% 70
2023
Q2 		$16.7M Sell
89,271
-36,765
-29% -$6.55M 0.3% 75
2023
Q1 		$22.5M Sell
126,036
-11,527
-8% -$2.12M 0.31% 63
2022
Q4 		$24M Buy
137,563
+3,381
+3% +$601K 0.32% 64
2022
Q3 		$22.1M Sell
134,182
-3,772
-3% -$688K 0.32% 59
2022
Q2 		$23.4M Buy
137,954
+11,665
+9% +$2.15M 0.36% 59
2022
Q1 		$25.9M Sell
126,289
-1,413
-1% -$288K 0.35% 56
2021
Q4 		$28.4M Buy
127,702
+5,199
+4% +$1.17M 0.47% 48
2021
Q3 		$26.8M Sell
122,503
-9,739
-7% -$2.16M 0.34% 53
2021
Q2 		$30.3M Buy
132,242
+6,512
+5% +$1.46M 0.38% 48
2021
Q1 		$27.8M Sell
125,730
-4,658
-4% -$1.02M 0.39% 46
2020
Q4 		$25.6M Sell
130,388
-275
-0.2% -$48.1K 0.38% 45
2020
Q3 		$19.6M Sell
130,663
-1,185
-0.9% -$178K 0.32% 55
2020
Q2 		$18.9M Buy
131,848
+131,267
+22,593% +$17.2M 0.35% 49
2020
Q1 		$66K Sell
581
-145,309
-100% -$21.7M ﹤0.01% 510
2019
Q4 		$24.2M Sell
145,890
-25,517
-15% -$4.03M 0.44% 40
2019
Q3 		$25.9M Buy
171,407
+1,287
+0.8% +$197K 0.52% 35
2019
Q2 		$26.5M Buy
+170,120
New +$26.2M 0.89% 30

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Treasurer of the State of North Carolina
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
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

SVB Wealth's IWM Position: Q2 2026 in Review

SVB Wealth reduced its iShares Russell 2000 ETF (IWM) stake by 25% in Q2 2026, selling an estimated $1.77M and leaving 19,252 shares worth $5.78M. The position accounts for 0.36% of the portfolio, ranked #58.

SVB Wealth first reported a position in IWM in Q2 2019 and has held it in 27 quarters since. The position peaked at $30.3M in Q2 2021. 2,740 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • SVB Wealth held 19,252 shares of iShares Russell 2000 ETF worth $5.78M as of Q2 2026.
  • SVB Wealth sold 6,305 iShares Russell 2000 ETF shares in Q2 2026, an estimated $1.77M.
  • iShares Russell 2000 ETF made up 0.36% of SVB Wealth's portfolio in Q2 2026, its #58 holding.
  • SVB Wealth first reported a position in iShares Russell 2000 ETF in Q2 2019 and has held it in 27 quarters since.
  • SVB Wealth's iShares Russell 2000 ETF position peaked at $30.3M in Q2 2021.
  • 2,740 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on SVB Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.