Seven Mile Advisory’s iShares Russell 2000 ETF IWM Stock Holding History

Seven Mile Advisory’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	$957K	Buy	3,444 +144	+4%	+$42.3K	0.64%	26
2026 Q2	$991K	Hold	3,300	–	–	0.67%	26
2026 Q1	$818K	Buy	+3,300	New	+$851K	0.59%	28
2025 Q4	–	Sell	-3,300	Closed	-$798K	–	288
2025 Q3	$798K	Hold	3,300	–	–	0.13%	85
2025 Q2	$712K	Hold	3,300	–	–	0.43%	37
2025 Q1	$658K	Hold	3,300	–	–	0.44%	39
2024 Q4	$729K	Hold	3,300	–	–	0.47%	31
2024 Q3	$729K	Hold	3,300	–	–	0.48%	37
2024 Q2	$670K	Hold	3,300	–	–	0.49%	38
2024 Q1	$694K	Hold	3,300	–	–	0.53%	37
2023 Q4	$662K	Hold	3,300	–	–	0.57%	34
2023 Q3	$583K	Hold	3,300	–	–	0.61%	35
2023 Q2	$618K	Buy	+3,300	New	+$588K	0.72%	30

Other funds holding IWM

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return

Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return

Millburn Ridgefield Corp New York $5.45B AUM 11.92% 1-Year Est. Return

Seven Mile Advisory's IWM Position: Q3 2026 in Review

Seven Mile Advisory increased its iShares Russell 2000 ETF (IWM) stake by 4.4% in Q3 2026, buying an estimated $42.3K and bringing the position to 3,444 shares worth $957K. The position accounts for 0.64% of the portfolio, ranked #26.

Seven Mile Advisory first reported a position in IWM in Q2 2023 and has held it in 13 quarters since. The position peaked at $991K in Q2 2026. 1,735 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

Seven Mile Advisory held 3,444 shares of iShares Russell 2000 ETF worth $957K as of Q3 2026.
Seven Mile Advisory bought 144 iShares Russell 2000 ETF shares in Q3 2026, an estimated $42.3K.
iShares Russell 2000 ETF made up 0.64% of Seven Mile Advisory's portfolio in Q3 2026, its #26 holding.
Seven Mile Advisory first reported a position in iShares Russell 2000 ETF in Q2 2023 and has held it in 13 quarters since.
Seven Mile Advisory's iShares Russell 2000 ETF position peaked at $991K in Q2 2026.
1,735 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on Seven Mile Advisory's 13F filing for Q3 2026, filed 22 Oct 2026.