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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
Q2 		$2.51M Sell
8,339
-86
-1% -$24.2K 0.65% 22
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 $1.55T 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

Seneca Financial Advisors's IWM Position: Q2 2026 in Review

Seneca Financial Advisors reduced its iShares Russell 2000 ETF (IWM) stake by 1% in Q2 2026, selling an estimated $24.2K and leaving 8,339 shares worth $2.51M. The position accounts for 0.65% of the portfolio, ranked #22.

Seneca Financial Advisors first reported a position in IWM in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.87M in Q4 2021. 2,730 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Seneca Financial Advisors held 8,339 shares of iShares Russell 2000 ETF worth $2.51M as of Q2 2026.
  • Seneca Financial Advisors sold 86 iShares Russell 2000 ETF shares in Q2 2026, an estimated $24.2K.
  • iShares Russell 2000 ETF made up 0.65% of Seneca Financial Advisors's portfolio in Q2 2026, its #22 holding.
  • Seneca Financial Advisors first reported a position in iShares Russell 2000 ETF in Q4 2020 and has held it in 23 quarters since.
  • Seneca Financial Advisors's iShares Russell 2000 ETF position peaked at $2.87M in Q4 2021.
  • 2,730 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Seneca Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.