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 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

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

Seven Mile Advisory's IWM Position: Q2 2026 in Review

Seven Mile Advisory held its iShares Russell 2000 ETF (IWM) position steady in Q2 2026 at 3,300 shares worth $991K. The position accounts for 0.67% of the portfolio, ranked #26.

Seven Mile Advisory first reported a position in IWM in Q2 2023 and has held it in 12 quarters since. 2,734 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Seven Mile Advisory held 3,300 shares of iShares Russell 2000 ETF worth $991K as of Q2 2026.
Seven Mile Advisory left its iShares Russell 2000 ETF share count unchanged in Q2 2026.
iShares Russell 2000 ETF made up 0.67% of Seven Mile Advisory's portfolio in Q2 2026, its #26 holding.
Seven Mile Advisory first reported a position in iShares Russell 2000 ETF in Q2 2023 and has held it in 12 quarters since.
2,734 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Seven Mile Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.