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SeaCrest Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History

SeaCrest Wealth Management’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 		$427K Sell
1,421
-1,103
-44% -$310K 0.05% 326
2026
Q1 		$626K Buy
2,524
+396
+19% +$102K 0.07% 274
2025
Q4 		$544K Sell
2,128
-713
-25% -$175K 0.06% 301
2025
Q3 		$701K Sell
2,841
-136
-5% -$31.2K 0.07% 244
2025
Q2 		$642K Sell
2,977
-204
-6% -$41.1K 0.07% 258
2025
Q1 		$634K Sell
3,181
-391
-11% -$84.8K 0.07% 266
2024
Q4 		$789K Buy
3,572
+14
+0.4% +$3.19K 0.08% 227
2024
Q3 		$786K Buy
3,558
+307
+9% +$65.7K 0.08% 234
2024
Q2 		$660K Buy
3,251
+51
+2% +$10.3K 0.08% 258
2024
Q1 		$673K Sell
3,200
-3
-0.1% -$598 0.08% 254
2023
Q4 		$619K Buy
+3,203
New +$574K 0.08% 265
2023
Q1 		– Sell
-3,053
Closed -$532K – 658
2022
Q4 		$532K Buy
3,053
+384
+14% +$68.3K 0.08% 302
2022
Q3 		$440K Sell
2,669
-16
-0.6% -$2.92K 0.07% 333
2022
Q2 		$455K Sell
2,685
-269
-9% -$49.6K 0.06% 355
2022
Q1 		$606K Buy
2,954
+293
+11% +$59.8K 0.07% 297
2021
Q4 		$592K Buy
2,661
+179
+7% +$40.4K 0.06% 306
2021
Q3 		$543K Sell
2,482
-1,531
-38% -$339K 0.07% 310
2021
Q2 		$920K Buy
4,013
+1,307
+48% +$294K 0.11% 202
2021
Q1 		$598K Sell
2,706
-51
-2% -$11.1K 0.08% 275
2020
Q4 		$540K Buy
2,757
+34
+1% +$5.95K 0.08% 275
2020
Q3 		$408K Sell
2,723
-1,583
-37% -$238K 0.07% 300
2020
Q2 		$617K Buy
4,306
+9
+0.2% +$1.18K 0.11% 219
2020
Q1 		$492K Sell
4,297
-1,046
-20% -$156K 0.11% 212
2019
Q4 		$885K Sell
5,343
-729
-12% -$115K 0.15% 162
2019
Q3 		$919K Buy
6,072
+100
+2% +$15.3K 0.17% 152
2019
Q2 		$929K Sell
5,972
-589
-9% -$90.8K 0.19% 127
2019
Q1 		$1M Sell
6,561
-84
-1% -$12.6K 0.17% 120
2018
Q4 		$890K Buy
6,645
+433
+7% +$64.6K 0.18% 117
2018
Q3 		$1.05M Buy
6,212
+40
+0.6% +$6.75K 0.18% 109
2018
Q2 		$1.01M Buy
6,172
+1,200
+24% +$192K 0.18% 107
2018
Q1 		$755K Sell
4,972
-18
-0.4% -$2.78K 0.14% 145
2017
Q4 		$761K Buy
+4,990
New +$750K 0.14% 146

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
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
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

SeaCrest Wealth Management's IWM Position: Q2 2026 in Review

SeaCrest Wealth Management reduced its iShares Russell 2000 ETF (IWM) stake by 44% in Q2 2026, selling an estimated $310K and leaving 1,421 shares worth $427K. The position accounts for 0.05% of the portfolio, ranked #326.

SeaCrest Wealth Management first reported a position in IWM in Q4 2017 and has held it in 32 quarters since. The position peaked at $1.05M in Q3 2018. 1,035 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • SeaCrest Wealth Management held 1,421 shares of iShares Russell 2000 ETF worth $427K as of Q2 2026.
  • SeaCrest Wealth Management sold 1,103 iShares Russell 2000 ETF shares in Q2 2026, an estimated $310K.
  • iShares Russell 2000 ETF made up 0.05% of SeaCrest Wealth Management's portfolio in Q2 2026, its #326 holding.
  • SeaCrest Wealth Management first reported a position in iShares Russell 2000 ETF in Q4 2017 and has held it in 32 quarters since.
  • SeaCrest Wealth Management's iShares Russell 2000 ETF position peaked at $1.05M in Q3 2018.
  • 1,035 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on SeaCrest Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.