SeaBridge Investment Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

SeaBridge Investment Advisors’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	$1.07M	Buy	3,551 +1,300	+58%	+$365K	0.15%	101
2026 Q1	$558K	Sell	2,251 -21	-0.9%	-$5.42K	0.09%	131
2025 Q4	$559K	Hold	2,272	–	–	0.09%	136
2025 Q3	$550K	Sell	2,272 -68	-3%	-$15.6K	0.09%	142
2025 Q2	$505K	Hold	2,340	–	–	0.09%	143
2025 Q1	$467K	Sell	2,340 -238	-9%	-$51.6K	0.1%	142
2024 Q4	$570K	Buy	2,578 +68	+3%	+$15.5K	0.12%	133
2024 Q3	$554K	Hold	2,510	–	–	0.14%	114
2024 Q2	$509K	Buy	+2,510	New	+$507K	0.13%	118
2020 Q4	–	Sell	-259	Closed	-$39K	–	194
2020 Q3	$39K	Hold	259	–	–	0.01%	180
2020 Q2	$37K	Hold	259	–	–	0.01%	178
2020 Q1	$30K	Hold	259	–	–	0.01%	184
2019 Q4	$43K	Hold	259	–	–	0.01%	180
2019 Q3	$39K	Hold	259	–	–	0.01%	190
2019 Q2	$40K	Hold	259	–	–	0.01%	188
2019 Q1	$40K	Hold	259	–	–	0.01%	182
2018 Q4	$35K	Hold	259	–	–	0.01%	184
2018 Q3	$44K	Hold	259	–	–	0.01%	170
2018 Q2	$42K	Hold	259	–	–	0.01%	178
2018 Q1	$39K	Hold	259	–	–	0.01%	174
2017 Q4	$39K	Hold	259	–	–	0.01%	182
2017 Q3	$38K	Hold	259	–	–	0.01%	180
2017 Q2	$36K	Hold	259	–	–	0.01%	184
2017 Q1	$36K	Hold	259	–	–	0.01%	186
2016 Q4	$35K	Hold	259	–	–	0.01%	181
2016 Q3	$32K	Hold	259	–	–	0.01%	185
2016 Q2	$30K	Hold	259	–	–	0.01%	187
2016 Q1	$29K	Hold	259	–	–	0.01%	187
2015 Q4	$29K	Hold	259	–	–	0.01%	185
2015 Q3	$28K	Hold	259	–	–	0.01%	186
2015 Q2	$32K	Sell	259 -350	-57%	-$43.7K	0.01%	173
2015 Q1	$76K	Sell	609 -320	-34%	-$38.6K	0.02%	167
2014 Q4	$111K	Buy	+929	New	+$106K	0.02%	157

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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

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

SeaBridge Investment Advisors's IWM Position: Q2 2026 in Review

SeaBridge Investment Advisors increased its iShares Russell 2000 ETF (IWM) stake by 58% in Q2 2026, buying an estimated $365K and bringing the position to 3,551 shares worth $1.07M. The position accounts for 0.15% of the portfolio, ranked #101.

SeaBridge Investment Advisors first reported a position in IWM in Q4 2014 and has held it in 33 quarters since. 1,104 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

SeaBridge Investment Advisors held 3,551 shares of iShares Russell 2000 ETF worth $1.07M as of Q2 2026.
SeaBridge Investment Advisors bought 1,300 iShares Russell 2000 ETF shares in Q2 2026, an estimated $365K.
iShares Russell 2000 ETF made up 0.15% of SeaBridge Investment Advisors's portfolio in Q2 2026, its #101 holding.
SeaBridge Investment Advisors first reported a position in iShares Russell 2000 ETF in Q4 2014 and has held it in 33 quarters since.
1,104 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on SeaBridge Investment Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.