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

Seneca House 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	$1.23M	Sell	4,083 -41	-1%	-$11.5K	0.43%	44
2026 Q1	$1.02M	Buy	4,124 +1,130	+38%	+$291K	0.41%	48
2025 Q4	$737K	Buy	2,994 +1,175	+65%	+$289K	0.28%	56
2025 Q3	$440K	Buy	+1,819	New	+$417K	0.18%	64
2025 Q2	–	Sell	-5,194	Closed	-$1.04M	–	87
2025 Q1	$1.04M	Sell	5,194 -881	-15%	-$191K	0.44%	35
2024 Q4	$1.34M	Buy	+6,075	New	+$1.39M	0.53%	32
2020 Q1	–	Sell	-5,388	Closed	-$893K	–	74
2019 Q4	$893K	Sell	5,388 -177	-3%	-$28K	0.77%	37
2019 Q3	$842K	Sell	5,565 -16	-0.3%	-$2.44K	0.8%	37
2019 Q2	$860K	Buy	5,581 +217	+4%	+$33.5K	0.79%	36
2019 Q1	$821K	Buy	5,364 +2	+0%	+$301	0.71%	43
2018 Q4	$718K	Buy	5,362 +171	+3%	+$25.5K	0.68%	42
2018 Q3	$875K	Sell	5,191 -618	-11%	-$104K	0.69%	42
2018 Q2	$951K	Hold	5,809	–	–	0.77%	36
2018 Q1	$882K	Sell	5,809 -217	-4%	-$33.5K	0.74%	42
2017 Q4	$919K	Buy	+6,026	New	+$905K	0.79%	41

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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 Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Seneca House Advisors reduced its iShares Russell 2000 ETF (IWM) stake by 0.99% in Q2 2026, selling an estimated $11.5K and leaving 4,083 shares worth $1.23M. The position accounts for 0.43% of the portfolio, ranked #44.

Seneca House Advisors first reported a position in IWM in Q4 2017 and has held it in 15 quarters since. The position peaked at $1.34M in Q4 2024. 2,730 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Seneca House Advisors held 4,083 shares of iShares Russell 2000 ETF worth $1.23M as of Q2 2026.
Seneca House Advisors sold 41 iShares Russell 2000 ETF shares in Q2 2026, an estimated $11.5K.
iShares Russell 2000 ETF made up 0.43% of Seneca House Advisors's portfolio in Q2 2026, its #44 holding.
Seneca House Advisors first reported a position in iShares Russell 2000 ETF in Q4 2017 and has held it in 15 quarters since.
Seneca House Advisors's iShares Russell 2000 ETF position peaked at $1.34M in Q4 2024.
2,730 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Seneca House Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.