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SVB Wealth’s iShares Russell 2000 Value ETF IWN Stock Holding History

SVB Wealth’s Portfolio IWN Stock Details IWN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.45M Sell
11,058
-2,505
-18% -$524K 0.15% 128
2026
Q1 		$2.57M Sell
13,563
-1,120
-8% -$217K 0.17% 116
2025
Q4 		$2.66M Sell
14,683
-2,513
-15% -$451K 0.16% 123
2025
Q3 		$3.04M Sell
17,196
-8,339
-33% -$1.41M 0.16% 114
2025
Q2 		$4.03M Buy
+25,535
New +$3.8M 0.22% 96
2025
Q1 		– Sell
-93,315
Closed -$15.3M – 1641
2024
Q4 		$15.3M Buy
+93,315
New +$15.9M 0.29% 51
2024
Q3 		– Sell
-111,892
Closed -$17M – 319
2024
Q2 		$17M Sell
111,892
-31,470
-22% -$4.81M 0.42% 50
2024
Q1 		$22.8M Sell
143,362
-16,666
-10% -$2.52M 0.51% 44
2023
Q4 		$24.9M Sell
160,028
-77,436
-33% -$10.7M 0.6% 34
2023
Q3 		$32.2M Sell
237,464
-20,920
-8% -$3M 0.71% 26
2023
Q2 		$36.4M Sell
258,384
-35,917
-12% -$4.86M 0.66% 27
2023
Q1 		$40.3M Buy
294,301
+1,304
+0.4% +$189K 0.56% 30
2022
Q4 		$40.6M Buy
292,997
+72
+0% +$10.2K 0.55% 31
2022
Q3 		$37.8M Buy
292,925
+12,851
+5% +$1.86M 0.55% 30
2022
Q2 		$38.1M Buy
280,074
+13,441
+5% +$2M 0.59% 30
2022
Q1 		$43M Buy
266,633
+37,866
+17% +$6.04M 0.58% 26
2021
Q4 		$38M Buy
228,767
+111,200
+95% +$18.5M 0.62% 28
2021
Q3 		$18.8M Buy
117,567
+44,858
+62% +$7.21M 0.24% 78
2021
Q2 		$12.1M Sell
72,709
-2,513
-3% -$415K 0.15% 110
2021
Q1 		$12M Buy
75,222
+36,882
+96% +$5.57M 0.17% 104
2020
Q4 		$5.05M Buy
38,340
+12,580
+49% +$1.48M 0.07% 159
2020
Q3 		$2.56M Buy
25,760
+231
+0.9% +$23.5K 0.04% 194
2020
Q2 		$2.49M Buy
25,529
+7,452
+41% +$678K 0.05% 182
2020
Q1 		$1.48M Sell
18,077
-5,997
-25% -$673K 0.04% 196
2019
Q4 		$3.1M Sell
24,074
-4,144
-15% -$512K 0.06% 167
2019
Q3 		$3.37M Sell
28,218
-22,410
-44% -$2.65M 0.07% 154
2019
Q2 		$6.1M Buy
+50,628
New +$6.11M 0.2% 121

Other funds holding IWN

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
TIAA Wealth Investment Management
TIAA Wealth Investment Management New York $15B AUM
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
TIAA-CREF Individual & Institutional Services
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

SVB Wealth's IWN Position: Q2 2026 in Review

SVB Wealth reduced its iShares Russell 2000 Value ETF (IWN) stake by 18% in Q2 2026, selling an estimated $524K and leaving 11,058 shares worth $2.45M. The position accounts for 0.15% of the portfolio, ranked #128.

SVB Wealth first reported a position in IWN in Q2 2019 and has held it in 27 quarters since. The position peaked at $43M in Q1 2022. 1,081 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

  • SVB Wealth held 11,058 shares of iShares Russell 2000 Value ETF worth $2.45M as of Q2 2026.
  • SVB Wealth sold 2,505 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $524K.
  • iShares Russell 2000 Value ETF made up 0.15% of SVB Wealth's portfolio in Q2 2026, its #128 holding.
  • SVB Wealth first reported a position in iShares Russell 2000 Value ETF in Q2 2019 and has held it in 27 quarters since.
  • SVB Wealth's iShares Russell 2000 Value ETF position peaked at $43M in Q1 2022.
  • 1,081 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

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