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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

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
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
AI
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
PI
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

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. 938 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.
  • 938 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.