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Stonebridge Capital Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Stonebridge Capital 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
Q1 		$1.28M Sell
5,145
-52
-1% -$13.4K 0.09% 104
2025
Q4 		$1.28M Buy
5,197
+80
+2% +$19.7K 0.09% 105
2025
Q3 		$1.24M Sell
5,117
-235
-4% -$53.9K 0.09% 106
2025
Q2 		$1.15M Sell
5,352
-80
-1% -$16.1K 0.09% 105
2025
Q1 		$1.08M Sell
5,432
-104
-2% -$22.6K 0.09% 104
2024
Q4 		$1.22M Buy
5,536
+39
+0.7% +$8.89K 0.1% 107
2024
Q3 		$1.21M Sell
5,497
-1,190
-18% -$255K 0.1% 109
2024
Q2 		$1.36M Buy
6,687
+415
+7% +$83.9K 0.12% 106
2024
Q1 		$1.32M Buy
6,272
+20
+0.3% +$3.99K 0.12% 112
2023
Q4 		$1.25M Sell
6,252
-242
-4% -$43.4K 0.13% 110
2023
Q3 		$1.15M Sell
6,494
-227
-3% -$42.6K 0.13% 113
2023
Q2 		$1.26M Sell
6,721
-204
-3% -$36.4K 0.13% 110
2023
Q1 		$1.24M Sell
6,925
-14
-0.2% -$2.58K 0.14% 108
2022
Q4 		$1.21M Sell
6,939
-58
-0.8% -$10.3K 0.14% 109
2022
Q3 		$1.15M Sell
6,997
-277
-4% -$50.5K 0.15% 112
2022
Q2 		$1.23M Sell
7,274
-26
-0.4% -$4.79K 0.15% 112
2022
Q1 		$1.5M Buy
7,300
+76
+1% +$15.5K 0.16% 105
2021
Q4 		$1.61M Buy
7,224
+800
+12% +$181K 0.18% 102
2021
Q3 		$1.41M Sell
6,424
-3,634
-36% -$806K 0.17% 105
2021
Q2 		$2.26M Buy
10,058
+4,955
+97% +$1.11M 0.14% 115
2021
Q1 		$1.13M Buy
5,103
+528
+12% +$115K 0.15% 111
2020
Q4 		$897K Hold
4,575
– – 0.14% 114
2020
Q3 		$685K Sell
4,575
-150
-3% -$22.6K 0.12% 113
2020
Q2 		$677K Buy
4,725
+150
+3% +$19.7K 0.13% 110
2020
Q1 		$524K Sell
4,575
-500
-10% -$74.5K 0.11% 114
2019
Q4 		$841K Sell
5,075
-632
-11% -$99.9K 0.14% 110
2019
Q3 		$864K Buy
5,707
+632
+12% +$96.5K 0.15% 110
2019
Q2 		$789K Sell
5,075
-1,001
-16% -$154K 0.14% 112
2019
Q1 		$930K Buy
6,076
+76
+1% +$11.4K 0.17% 111
2018
Q4 		$803K Hold
6,000
– – 0.19% 99
2018
Q3 		$1.01M Hold
6,000
– – 0.2% 97
2018
Q2 		$983K Hold
6,000
– – 0.21% 94
2018
Q1 		$911K Hold
6,000
– – 0.21% 98
2017
Q4 		$915K Sell
6,000
-1,000
-14% -$150K 0.21% 98
2017
Q3 		$1.04M Hold
7,000
– – 0.26% 90
2017
Q2 		$986K Hold
7,000
– – 0.26% 92
2017
Q1 		$962K Sell
7,000
-28
-0.4% -$3.83K 0.26% 94
2016
Q4 		$948K Buy
+7,028
New +$898K 0.28% 91

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Stonebridge Capital Advisors's IWM Position: Q1 2026 in Review

Stonebridge Capital Advisors reduced its iShares Russell 2000 ETF (IWM) stake by 1% in Q1 2026, selling an estimated $13.4K and leaving 5,145 shares worth $1.28M. The position accounts for 0.09% of the portfolio, ranked #104.

Stonebridge Capital Advisors first reported a position in IWM in Q4 2016 and has held it in 38 quarters since. The position peaked at $2.26M in Q2 2021. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Stonebridge Capital Advisors held 5,145 shares of iShares Russell 2000 ETF worth $1.28M as of Q1 2026.
  • Stonebridge Capital Advisors sold 52 iShares Russell 2000 ETF shares in Q1 2026, an estimated $13.4K.
  • iShares Russell 2000 ETF made up 0.09% of Stonebridge Capital Advisors's portfolio in Q1 2026, its #104 holding.
  • Stonebridge Capital Advisors first reported a position in iShares Russell 2000 ETF in Q4 2016 and has held it in 38 quarters since.
  • Stonebridge Capital Advisors's iShares Russell 2000 ETF position peaked at $2.26M in Q2 2021.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Stonebridge Capital Advisors's 13F filing for Q1 2026, filed 14 May 2026.