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Umpqua Bank’s iShares Russell 2000 ETF IWM Stock Holding History

Umpqua Bank’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 		$920K Buy
3,061
+605
+25% +$170K 0.21% 90
2026
Q1 		$609K Sell
2,456
-593
-19% -$153K 0.17% 104
2025
Q4 		$751K Hold
3,049
– – 0.21% 94
2025
Q3 		$763K Sell
3,049
-512
-14% -$117K 0.21% 95
2025
Q2 		$788K Sell
3,561
-58
-2% -$11.7K 0.24% 89
2025
Q1 		$722K Buy
3,619
+172
+5% +$37.3K 0.25% 90
2024
Q4 		$757K Buy
3,447
+2,420
+236% +$552K 0.26% 90
2024
Q3 		$227K Sell
1,027
-9
-0.9% -$1.93K 0.08% 145
2024
Q2 		$210K Buy
1,036
+9
+0.9% +$1.82K 0.08% 144
2024
Q1 		$216K Buy
+1,027
New +$205K 0.09% 138

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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

Umpqua Bank's IWM Position: Q2 2026 in Review

Umpqua Bank increased its iShares Russell 2000 ETF (IWM) stake by 25% in Q2 2026, buying an estimated $170K and bringing the position to 3,061 shares worth $920K. The position accounts for 0.21% of the portfolio, ranked #90.

Umpqua Bank first reported a position in IWM in Q1 2024 and has held it in 10 quarters since. 1,115 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Umpqua Bank held 3,061 shares of iShares Russell 2000 ETF worth $920K as of Q2 2026.
  • Umpqua Bank bought 605 iShares Russell 2000 ETF shares in Q2 2026, an estimated $170K.
  • iShares Russell 2000 ETF made up 0.21% of Umpqua Bank's portfolio in Q2 2026, its #90 holding.
  • Umpqua Bank first reported a position in iShares Russell 2000 ETF in Q1 2024 and has held it in 10 quarters since.
  • 1,115 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Umpqua Bank's 13F filing for Q2 2026, filed 24 Jul 2026.