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 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 $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Seven Mile Advisory's IWM Position: Q1 2026 in Review

Seven Mile Advisory opened a new position in iShares Russell 2000 ETF (IWM) in Q1 2026: 3,300 shares worth $818K. The stake represents 0.59% of the portfolio and ranks #28 among its holdings. This is a return to the name: Seven Mile Advisory previously reported a position in IWM as recently as Q3 2025.

Seven Mile Advisory first reported a position in IWM in Q2 2023 and has held it in 11 quarters since. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Seven Mile Advisory held 3,300 shares of iShares Russell 2000 ETF worth $818K as of Q1 2026.
iShares Russell 2000 ETF was a new Seven Mile Advisory position in Q1 2026.
iShares Russell 2000 ETF made up 0.59% of Seven Mile Advisory's portfolio in Q1 2026, its #28 holding.
Seven Mile Advisory first reported a position in iShares Russell 2000 ETF in Q2 2023 and has held it in 11 quarters since.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Seven Mile Advisory's 13F filing for Q1 2026, filed 14 Apr 2026.