Seamount Financial Group
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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
Q3 		$3.72M Buy
13,397
+162
+1% +$47.6K 1.46% 20
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

MIRAE ASSET SECURITIES (USA) INC.
MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return
Stairway Partners
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
Citizens Financial Group
Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return
Washington Trust
Washington Trust Westerly, Rhode Island $3.23B AUM 23.24% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Parkside Investments
Parkside Investments Deerfield, Illinois $879M AUM 20.03% 1-Year Est. Return
First Financial Bank - Trust Division
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Anderson Hoagland & Co
Anderson Hoagland & Co St Louis, Missouri $1.31B AUM 21.27% 1-Year Est. Return

Seamount Financial Group's IWM Position: Q3 2026 in Review

Seamount Financial Group increased its iShares Russell 2000 ETF (IWM) stake by 1.2% in Q3 2026, buying an estimated $47.6K and bringing the position to 13,397 shares worth $3.72M. The position accounts for 1.46% of the portfolio, ranked #20.

Seamount Financial Group first reported a position in IWM in Q4 2023 and has held it in 12 quarters since. The position peaked at $3.98M in Q2 2026. 963 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

  • Seamount Financial Group held 13,397 shares of iShares Russell 2000 ETF worth $3.72M as of Q3 2026.
  • Seamount Financial Group bought 162 iShares Russell 2000 ETF shares in Q3 2026, an estimated $47.6K.
  • iShares Russell 2000 ETF made up 1.46% of Seamount Financial Group's portfolio in Q3 2026, its #20 holding.
  • Seamount Financial Group first reported a position in iShares Russell 2000 ETF in Q4 2023 and has held it in 12 quarters since.
  • Seamount Financial Group's iShares Russell 2000 ETF position peaked at $3.98M in Q2 2026.
  • 963 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on Seamount Financial Group's 13F filing for Q3 2026, filed 21 Oct 2026.