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SVB Wealth’s iShares Russell 2000 Growth ETF IWO Stock Holding History

SVB Wealth’s Portfolio IWO Stock Details IWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$816K Sell
2,071
-466
-18% -$170K 0.05% 214
2026
Q1 		$796K Sell
2,537
-720
-22% -$240K 0.05% 213
2025
Q4 		$1.05M Sell
3,257
-1,960
-38% -$637K 0.06% 203
2025
Q3 		$1.67M Sell
5,217
-1,368
-21% -$413K 0.09% 168
2025
Q2 		$1.88M Buy
+6,585
New +$1.73M 0.1% 167
2025
Q1 		– Sell
-11,072
Closed -$3.19M – 1642
2024
Q4 		$3.19M Buy
+11,072
New +$3.28M 0.06% 183
2024
Q3 		– Sell
-11,188
Closed -$2.94M – 320
2024
Q2 		$2.94M Sell
11,188
-5,916
-35% -$1.54M 0.07% 197
2024
Q1 		$4.63M Sell
17,104
-856
-5% -$219K 0.1% 175
2023
Q4 		$4.53M Buy
17,960
+2,490
+16% +$561K 0.11% 169
2023
Q3 		$3.47M Sell
15,470
-717
-4% -$172K 0.08% 171
2023
Q2 		$3.93M Sell
16,187
-1,180
-7% -$271K 0.07% 172
2023
Q1 		$3.94M Sell
17,367
-3,298
-16% -$754K 0.06% 192
2022
Q4 		$4.43M Buy
20,665
+7,306
+55% +$1.6M 0.06% 182
2022
Q3 		$2.76M Buy
13,359
+388
+3% +$87.3K 0.04% 218
2022
Q2 		$2.68M Buy
12,971
+442
+4% +$98.6K 0.04% 191
2022
Q1 		$3.2M Buy
12,529
+960
+8% +$246K 0.04% 177
2021
Q4 		$3.39M Buy
11,569
+82
+0.7% +$24.7K 0.06% 174
2021
Q3 		$3.37M Buy
11,487
+155
+1% +$46.6K 0.04% 197
2021
Q2 		$3.53M Sell
11,332
-406
-3% -$122K 0.04% 198
2021
Q1 		$3.53M Sell
11,738
-901
-7% -$280K 0.05% 185
2020
Q4 		$3.62M Buy
12,639
+1,046
+9% +$267K 0.05% 183
2020
Q3 		$2.57M Sell
11,593
-697
-6% -$153K 0.04% 193
2020
Q2 		$2.54M Buy
12,290
+12,090
+6,045% +$2.26M 0.05% 179
2020
Q1 		$31K Sell
200
-9,735
-98% -$1.93M ﹤0.01% 526
2019
Q4 		$2.13M Buy
9,935
+1,248
+14% +$253K 0.04% 210
2019
Q3 		$1.67M Buy
8,687
+985
+13% +$195K 0.03% 225
2019
Q2 		$1.55M Buy
+7,702
New +$1.52M 0.05% 234

Other funds holding IWO

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
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

SVB Wealth's IWO Position: Q2 2026 in Review

SVB Wealth reduced its iShares Russell 2000 Growth ETF (IWO) stake by 18% in Q2 2026, selling an estimated $170K and leaving 2,071 shares worth $816K. The position accounts for 0.05% of the portfolio, ranked #214.

SVB Wealth first reported a position in IWO in Q2 2019 and has held it in 27 quarters since. The position peaked at $4.63M in Q1 2024. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • SVB Wealth held 2,071 shares of iShares Russell 2000 Growth ETF worth $816K as of Q2 2026.
  • SVB Wealth sold 466 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $170K.
  • iShares Russell 2000 Growth ETF made up 0.05% of SVB Wealth's portfolio in Q2 2026, its #214 holding.
  • SVB Wealth first reported a position in iShares Russell 2000 Growth ETF in Q2 2019 and has held it in 27 quarters since.
  • SVB Wealth's iShares Russell 2000 Growth ETF position peaked at $4.63M in Q1 2024.
  • 1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

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