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Stonebridge Financial Group (Pennsylvania)’s iShares Russell 2000 ETF IWM Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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 		$498K Buy
1,658
+340
+26% +$95.5K 0.04% 176
2026
Q1 		$327K Buy
1,318
+189
+17% +$48.8K 0.03% 208
2025
Q4 		$278K Buy
1,129
+24
+2% +$5.9K 0.02% 209
2025
Q3 		$267K Hold
1,105
– – 0.02% 205
2025
Q2 		$238K Buy
1,105
+30
+3% +$6.04K 0.02% 216
2025
Q1 		$214K Sell
1,075
-524
-33% -$114K 0.02% 211
2024
Q4 		$353K Buy
+1,599
New +$365K 0.04% 176

Other funds holding IWM

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania)'s IWM Position: Q2 2026 in Review

Stonebridge Financial Group (Pennsylvania) increased its iShares Russell 2000 ETF (IWM) stake by 26% in Q2 2026, buying an estimated $95.5K and bringing the position to 1,658 shares worth $498K. The position accounts for 0.04% of the portfolio, ranked #176.

Stonebridge Financial Group (Pennsylvania) first reported a position in IWM in Q4 2024 and has held it in 7 quarters since. 2,387 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Stonebridge Financial Group (Pennsylvania) held 1,658 shares of iShares Russell 2000 ETF worth $498K as of Q2 2026.
  • Stonebridge Financial Group (Pennsylvania) bought 340 iShares Russell 2000 ETF shares in Q2 2026, an estimated $95.5K.
  • iShares Russell 2000 ETF made up 0.04% of Stonebridge Financial Group (Pennsylvania)'s portfolio in Q2 2026, its #176 holding.
  • Stonebridge Financial Group (Pennsylvania) first reported a position in iShares Russell 2000 ETF in Q4 2024 and has held it in 7 quarters since.
  • 2,387 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2026, filed 6 Jul 2026.