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Seneca Financial Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Seneca Financial 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
Q1 		$2.09M Sell
8,425
-133
-2% -$34.3K 0.61% 22
2025
Q4 		$2.11M Sell
8,558
-295
-3% -$72.5K 0.64% 22
2025
Q3 		$2.14M Buy
8,853
+19
+0.2% +$4.36K 0.7% 22
2025
Q2 		$1.91M Buy
8,834
+98
+1% +$19.7K 0.73% 23
2025
Q1 		$1.74M Sell
8,736
-12
-0.1% -$2.6K 0.84% 20
2024
Q4 		$1.93M Sell
8,748
-59
-0.7% -$13.5K 0.96% 18
2024
Q3 		$1.95M Sell
8,807
-117
-1% -$25K 0.95% 18
2024
Q2 		$1.81M Buy
8,924
+20
+0.2% +$4.04K 0.94% 19
2024
Q1 		$1.87M Buy
8,904
+18
+0.2% +$3.59K 1% 22
2023
Q4 		$1.78M Sell
8,886
-38
-0.4% -$6.81K 1.03% 20
2023
Q3 		$1.58M Sell
8,924
-75
-0.8% -$14.1K 1.08% 18
2023
Q2 		$1.69M Sell
8,999
-739
-8% -$132K 1.12% 18
2023
Q1 		$1.74M Sell
9,738
-168
-2% -$30.9K 1.12% 20
2022
Q4 		$1.73M Sell
9,906
-2,441
-20% -$434K 1.09% 19
2022
Q3 		$2.04M Sell
12,347
-178
-1% -$32.5K 1.46% 14
2022
Q2 		$2.12M Sell
12,525
-340
-3% -$62.7K 1.43% 15
2022
Q1 		$2.64M Sell
12,865
-38
-0.3% -$7.75K 1.6% 15
2021
Q4 		$2.87M Buy
12,903
+1,576
+14% +$356K 1.7% 15
2021
Q3 		$2.48M Sell
11,327
-42
-0.4% -$9.31K 1.64% 15
2021
Q2 		$2.61M Buy
11,369
+169
+2% +$38K 1.71% 13
2021
Q1 		$2.47M Sell
11,200
-1,145
-9% -$250K 1.74% 12
2020
Q4 		$2.42M Buy
+12,345
New +$2.16M 1.84% 12

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Seneca Financial Advisors's IWM Position: Q1 2026 in Review

Seneca Financial Advisors reduced its iShares Russell 2000 ETF (IWM) stake by 1.6% in Q1 2026, selling an estimated $34.3K and leaving 8,425 shares worth $2.09M. The position accounts for 0.61% of the portfolio, ranked #22.

Seneca Financial Advisors first reported a position in IWM in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.87M in Q4 2021. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Seneca Financial Advisors held 8,425 shares of iShares Russell 2000 ETF worth $2.09M as of Q1 2026.
  • Seneca Financial Advisors sold 133 iShares Russell 2000 ETF shares in Q1 2026, an estimated $34.3K.
  • iShares Russell 2000 ETF made up 0.61% of Seneca Financial Advisors's portfolio in Q1 2026, its #22 holding.
  • Seneca Financial Advisors first reported a position in iShares Russell 2000 ETF in Q4 2020 and has held it in 22 quarters since.
  • Seneca Financial Advisors's iShares Russell 2000 ETF position peaked at $2.87M in Q4 2021.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Seneca Financial Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.