Union Bancaire Privee’s iShares Russell 2000 ETF IWM Stock Holding History

Union Bancaire Privee’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	$2.2M	Sell	7,424 -25	-0.3%	-$7.03K	0.02%	238
2026 Q1	$1.77M	Sell	7,449 -500	-6%	-$129K	0.02%	248
2025 Q4	$1.95M	Buy	7,949 +1,267	+19%	+$311K	0.02%	230
2025 Q3	$1.57M	Hold	6,682	–	–	0.02%	222
2025 Q2	$1.41M	Sell	6,682 -2,600	-28%	-$523K	0.02%	232
2025 Q1	$1.84M	Sell	9,282 -5,888	-39%	-$1.28M	0.04%	189
2024 Q4	$3.28M	Buy	+15,170	New	+$3.46M	0.06%	141

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 Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

PRS

Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

Union Bancaire Privee's IWM Position: Q2 2026 in Review

Union Bancaire Privee reduced its iShares Russell 2000 ETF (IWM) stake by 0.34% in Q2 2026, selling an estimated $7.03K and leaving 7,424 shares worth $2.2M. The position accounts for 0.02% of the portfolio, ranked #238.

Union Bancaire Privee first reported a position in IWM in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.28M in Q4 2024. 1,263 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Union Bancaire Privee held 7,424 shares of iShares Russell 2000 ETF worth $2.2M as of Q2 2026.
Union Bancaire Privee sold 25 iShares Russell 2000 ETF shares in Q2 2026, an estimated $7.03K.
iShares Russell 2000 ETF made up 0.02% of Union Bancaire Privee's portfolio in Q2 2026, its #238 holding.
Union Bancaire Privee first reported a position in iShares Russell 2000 ETF in Q4 2024 and has held it in 7 quarters since.
Union Bancaire Privee's iShares Russell 2000 ETF position peaked at $3.28M in Q4 2024.
1,263 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Union Bancaire Privee's 13F filing for Q2 2026, filed 16 Jul 2026.