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Seamount Financial Group’s iShares Russell 2000 ETF IWM Stock Holding History

Seamount Financial Group’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 		$3.98M Sell
13,235
-109
-0.8% -$30.6K 1.6% 17
2026
Q1 		$3.31M Sell
13,344
-142
-1% -$36.6K 1.49% 20
2025
Q4 		$3.32M Buy
13,486
+242
+2% +$59.5K 1.51% 20
2025
Q3 		$3.2M Buy
13,244
+700
+6% +$161K 1.51% 20
2025
Q2 		$2.71M Buy
12,544
+1,719
+16% +$346K 1.39% 22
2025
Q1 		$2.16M Buy
10,825
+436
+4% +$94.6K 1.47% 23
2024
Q4 		$2.3M Sell
10,389
-174
-2% -$39.7K 1.59% 20
2024
Q3 		$2.33M Buy
10,563
+367
+4% +$78.5K 1.75% 20
2024
Q2 		$2.07M Buy
10,196
+460
+5% +$93K 1.69% 20
2024
Q1 		$2.05M Buy
9,736
+514
+6% +$103K 1.79% 21
2023
Q4 		$1.85M Buy
+9,222
New +$1.65M 1.77% 20

Other funds holding IWM

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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Seamount Financial Group's IWM Position: Q2 2026 in Review

Seamount Financial Group reduced its iShares Russell 2000 ETF (IWM) stake by 0.82% in Q2 2026, selling an estimated $30.6K and leaving 13,235 shares worth $3.98M. The position accounts for 1.6% of the portfolio, ranked #17.

Seamount Financial Group first reported a position in IWM in Q4 2023 and has held it in 11 quarters since. 2,732 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Seamount Financial Group held 13,235 shares of iShares Russell 2000 ETF worth $3.98M as of Q2 2026.
  • Seamount Financial Group sold 109 iShares Russell 2000 ETF shares in Q2 2026, an estimated $30.6K.
  • iShares Russell 2000 ETF made up 1.6% of Seamount Financial Group's portfolio in Q2 2026, its #17 holding.
  • Seamount Financial Group first reported a position in iShares Russell 2000 ETF in Q4 2023 and has held it in 11 quarters since.
  • 2,732 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Seamount Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.