SFG
IWM icon

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

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
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
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
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 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. 936 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.
  • 936 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.