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

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$278K	Buy
2025 Q3	$267K	Hold
2025 Q2	$238K	Buy
2025 Q1	$214K	Sell
2024 Q4	$353K	Buy